Responsibilities

• Support the configuration and maintenance of marketing technology platforms (Marketing Automation, CRM, CDP, Analytics & Attribution, Personalization, CMS, etc.).
• Ensure accurate data flow between systems such as CRM, analytics platforms, customer databases, and data warehouses.
• Assist with system audits to identify integration gaps, discrepancies, or data quality issues.
• Assist in documenting systems, processes, and data flows.
• Perform regular data hygiene checks, including duplicate monitoring, field validation, attribution tagging, and enrichment processes.
• Help maintain data taxonomy, naming conventions, and metadata standards across marketing systems.
• Support compliance requirements related to fintech data governance, privacy, and reporting.
• Build and maintain dashboards and reports using tools such as Power BI or CRM-native reporting.
• Track key marketing KPIs: website engagement, lead quality metrics, funnel performance, customer behavior, and channel performance.
• Perform ad hoc data pulls, support segmentation logic, and provide insights to support Marketing campaigns.

Requirements

• Bachelor’s degree in Marketing, Business, Communications, Computer Science or related field, required; or additional experience in lieu of education, required.
• 2+ years experience with marketing technology platforms (e.g., Marketing Automation, CRM, CDP, Data, Analytics & Attribution, CMS) or similar, required.
• Proficiency in configuring, maintaining, and integrating Martech systems.
• Strong understanding of data hygiene practices, including duplicate monitoring, field validation, and enrichment.
• Familiarity with data taxonomy, naming conventions, and metadata standards.
• Preferred but not required: Knowledge of fintech data governance, privacy, and compliance requirements.
• Detail-oriented with a commitment to data quality and accuracy.
• Strong documentation skills for systems, processes, and data flows.
• Ability to conduct system audits and identify integration gaps or data quality issues.
• Effective communicator, able to provide actionable insights and support marketing campaigns.

Preferred

• Knowledge of fintech data governance, privacy, and compliance requirements.