Lead, Data Analyst

Role Overview

The Lead, Data Analyst works across the marketing and sales funnel, analyzing lead flow, nurture performance, and conversion in Salesforce and Salesforce Marketing Cloud. The role uses AI-assisted tools to accelerate research, analysis, and documentation.

What You Will Do

Analyze marketing and sales lead performance, build and maintain SQL and Databricks queries, and support campaign planning and readouts.

Why It Might Be a Fit

The ideal candidate has expert SQL skills, extensive Salesforce experience, and lead nurturing and lead analytics experience.

Requirements

• Expert SQL: complex joins, window functions, cohort and funnel logic, reconciliation across systems
• Extensive Salesforce experience as an analyst or power user
• Lead nurturing and lead analytics experience
• Financial services experience with an understanding of how leads are qualified and how opportunities progress
• Hands-on use of Claude or comparable AI tools for research, extraction, and summarization
• Analytical rigor and attention to detail
• Excellent and concise written and spoken communication with business stakeholders

Benefits

• Dental insurance
• Vision insurance
• Medical insurance
• Life insurance
• 401(k) or retirement plan
• Paid time off (vacation, sick leave)
• Paid holidays
• Pre-employment background check, medical, and drug test
• Equal employment opportunity

Tagged as: Data Analysis