Marketing Operations and Analytics Specialist

Ontario, CA (On-site)

$60K/yr – $65K/yrMid Level3+ years expSalaried Ft

Posted 4 months ago

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Job Summary

Drive Falcon’s data-driven marketing analytics and reporting to boost lead generation and ROI.

  • Must-have: 3–5 years in digital marketing analytics with hands-on GA4, Salesforce, and HubSpot experience.
  • Standout: Experience building a scalable analytics framework and delivering data-driven recommendations.
  • Standout: Familiarity with AI-assisted workflows to scale campaigns.

Job Description

Responsibilities

  • Develop and maintain Falcon’s marketing analytics and reporting framework
  • Create dashboards and reports using tools such as Google Analytics (GA4), Salesforce, and HubSpot
  • Monitor campaign performance and provide recommendations to improve lead generation and marketing ROI
  • Track website traffic, lead sources, and conversion performance
  • Identify trends in data and provide insights to support marketing and business growth
  • Establish and track key marketing performance metrics (KPIs)
  • Analyze campaign performance and optimize based on data insights
  • Support leadership with clear, data-driven reporting and recommendations
  • Maintain marketing analytics tools including Google Analytics 4, Google Tag Manager, Salesforce, and HubSpot
  • Perform tagging audits and ensure accurate tracking of all campaigns

Requirements

  • Bachelor’s degree in Marketing, Business Analytics, Business Administration, or a related field.
  • 3–5 years of professional experience in digital marketing, marketing analytics, marketing operations, CRM systems, or marketing automation.
  • Preferred experience with Salesforce, HubSpot, Google Analytics 4, Google Tag Manager, and WordPress.
  • Advanced Excel or Google Sheets skills including pivot tables, data analysis, and reporting.
  • Understanding of UTM tracking, digital campaign attribution, and marketing dashboards.
  • Analytical thinking and ability to interpret data trends that drive marketing performance.
  • Strong attention to detail when managing marketing data, campaigns, and reporting systems.
  • Proactive mindset with the ability to identify opportunities for process improvement.
  • Adaptability in a fast-paced environment with changing priorities.
  • Strong communication and collaboration skills.

Preferred

  • Experience with WordPress
  • Experience with Google Analytics 4
  • Experience with Salesforce or HubSpot (preferred)
  • WordPress experience (preferred)
  • Google Tag Manager experience (preferred)
  • HubSpot experience (preferred)
  • Salesforce experience (preferred)

Benefits

  • Career Growth
  • Join a rapidly growing wealth management firm and gain experience building scalable marketing systems.
  • Impact Your work directly contributes to Falcon’s lead generation, client growth, and marketing performance.
  • Innovation Falcon actively invests in data analytics, automation, and AI tools to build a modern marketing engine.
  • Collaborative Culture Work with a team that values transparency, accountability, and professional development.
Falcon Wealth Planning, Inc. logo

Falcon Wealth Planning, Inc.

Falcon Wealth Planning, Inc. Is designed to help clients achieve their financial goals while controlling their taxes, fees, and the risk they take on their investments. We specialize in comprehensive financial planning. We are a FEE ONLY Registered Investment Advisor and specialize in tax efficient retirement income and help our clients achieve their financial goals.What separates us from other financial planning firms is our detail and expertise in tax planning, real estate planning, social security planning, retirement income planning, estate planning, investment planning, and insurance planning. Falcon Wealth Planning does not affiliate itself with any aspect of receiving commissions. We proudly are FEE ONLY and help our clients with identifying areas of key financial planning opportunities to help increase their financial situation as efficiently as possible.

Founded in 2015
Ontario, California, USA
49 employees (5 in marketing)

Traffic Signals

Monthly Visitors
11.9K
Monthly Google Ads Budget
$177.2K
Traffic Source Mix
Search
28.5%
Direct
47.5%
Referral
6.8%
Social
15.8%
Paid
1.4%

Headcount Trend

Current headcount: ~51

Marketing Team

Marketing Team Size
4 (8% of company)

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