Marketing Data Analyst

Role Overview

The Marketing 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

The primary responsibilities include analyzing marketing and sales lead performance, building and maintaining SQL and Databricks queries, and conducting market and campaign research using approved AI tools.

Why It Might Be a Fit

The ideal candidate will have expert SQL skills, extensive Salesforce experience, and lead nurturing and lead analytics experience. They should also have financial services experience and analytical rigor and attention to detail.

Requirements

• Expert SQL: complex joins, window functions, cohort and funnel logic, reconciliation across systems
• Extensive Salesforce (SFDC) experience as an analyst or power user
• Lead nurturing and lead analytics experience
• Financial services experience (banking, lending, wealth or advisory, insurance, or fintech)
• 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

Tagged as: Data Analysis