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ROLE  

Job Title:  

Sr. Analyst, Strategy and Market Intelligence 

Location (complete address):  

Indianapolis, IN On-Site 

Why is this position open? 

New Position 

Is this position to be posted internally and externally or are you seeking ONLY internal candidates?  

Internally and Externally 

HIRING MANAGER  

Name: 

Tommy Hulland 

Title:  

Preferred phone number/method of contact 

Are there any clients or  companies that we should avoid recruiting from? 

OPPORTUNITY 

FILL THIS OUT BEFORE THE MEETING AND DISCUSS WITH HIRING MANAGER DURING THE CALL- 

DATA FROM RMP-What does the candidate pool look like in the Geographical area? 

How many diverse candidates are there locally? Nationally? 

What level of education is most common in this area? 

What does a day in the life of the person in this role  look like? What will be this person’s main goal? 

Industry forecasting, understanding residential and commercial HVAC market in the future. 

Determine how we are doing vs our competitors. 

Here is how the market will be, how do we work to ensure we’re successful in that market. 

In addition to what I see in the job description, what are some responsibilities this person may have that aren’t listed? 

No additional responsibilities. 

Multiple strategic projects 

“As we move forward, I will work to provide a diverse slate of candidates for your review for this opportunity. Are there any specific goals around diversity that you have in your department that you would like me to know about and how does this position influence those initiatives?” 

Nothing in particular 

What is the career growth path for this role? 

Product strategy and product marketing will have visibility to president of North American market. Flexible as to what they are wanting to do. Good pipeline into product management.  

What personality traits do you think someone should have to perform well in this role? 

Can-Do attitude.  

Internal customer focused 

Comfortable with ambiguity 

Willing to tackle different projects  

What member groups, networking groups or associations would you like this candidate to be a part of if any? 

N/A 

What percentage of travel is required for this position?  Is it primarily domestic or global?  

10-15% 

KEY RELATIONSHIPS   

Who will this person report to? 

Tommy 

How many Direct Reports will they have? 

No 

Who else do they work with cross functionally? Other Key Relationships:  

Work closely with North American Residential and Commercial HVAC 

CANDIDATE PERSONA 

What does this person need to bring to the table in terms of:  

1. Experience: What are you must haves vs nice to haves? 

Must Haves: 

Statistical modeling, excel, R, SAS  

Nice to haves:  

Coding background SQL, Tableau, R, Python 

Structured approach in tackling challenging problems 

1. Knowledge including education, training, special certifications and/or accreditations   

• BS / MS in business, finance, statistics, mathematics, or other related field and minimum of 5 years prior relevant experience 

• Advanced degree in a related field and minimum of 3 years experience 

Statistics w/3 or 4 experience 

1. Are there any specific companies that you would like to see in their background? 

Are there any specific companies that you do NOT want to see in their background? 

1. What questions would be beneficial for me to ask during the screening process that will help me better understand if this person is a right fit for this position? 

What do you want in the role. 

1. Would you like to review my screener before I start having conversations? 

1. Is there anyone in this role I could use as a benchmark? Experience that would match to this ideal candidate? 

EMPLOYER BRAND AND EVP  

Compensation: 

Will you be providing relocation? 

Salary/grade/budgeted salary range:  

Follow up w/HR 

 
Y/N- Follow up w/HR 

Start Local 

RECRUITMENT PROCESS  

When we find a slate of candidates that you would like to interview, how would you like to start the interview process? 

Phone interviews? 

Modern Hire? 

Onsite interviews?  

Discuss: interview process, # of interviews and the importance for the candidate experience, confirm interview address location, confirm interviewers and back-ups. Begin the conversation about the importance of a diverse interview panel – it supports the Carrier strategy of Diversity and assures a wide array of feedback and consideration 

Send resume and screener asap 

30-45 min 1^st round. 

Who all will be involved in the interview process? 

Todd Nolte 

Will the interview process require panel interviews? If so, who are those panelists? 

Have you used Modern Hire before? If no, ask if they need training. 

If additional people are involved in the interview process, ask if they have used Modern Hire before and if they require training  

Any time the Hiring Manager is scheduled to be out of the office in the near future? 

Vacation at the end of September 9/23-10/5 

Set weekly re-occurring meeting: 

Thursday or Friday Mornings are better.  

After interviews do you want me to automatically schedule a debrief with the entire interview panel or for us to connect first then schedule a debrief? If so, when? (Next day, as soon as every one is available?) 

Would you like to have a debriefing session scheduled after the interview?  if so, who would you like included in that?  

AT THE END OF THE CALL: 

Recap the ideal candidate for this role in short 

Frame what communication they can expect from you (Weekly calls, emails twice a week, weekly reports ect) 

Talk about what their expectations should be and how quick you can produce candidates.  

Discuss your sourcing strategy