Responsibilities

• Contribute to the design, development, and ongoing improvement of Tableau dashboards used to assess campaign performance, channel effectiveness, and funnel outcomes.
• Lead the delivery of recurring performance reports and executive-ready scorecards, combining automated dashboards with hands-on analysis and interpretation.
• Serve as a subject matter expert for marketing performance reporting, proactively identifying trends, issues, and optimization opportunities.
• Drive the transition from manual reporting to scalable, standardized, and self-service dashboards
• Analyze and synthesize data from multiple Martech and CRM platforms, including GA4, Salesforce, HubSpot, Cvent, LinkedIn, YouTube, X, Brightcove, and related sources.
• Validate data accuracy across systems and proactively identify discrepancies, tracking gaps, and data quality issues.
• Partner with CRM and Marketing Operations teams to influence how data pipelines, schemas, and reporting views are structured.
• Support and reinforce UTM standards and campaign tracking governance to ensure consistent attribution and measurement.
• Help maintain structured campaign hierarchies (i.e. parent-child campaigns) to enable reliable reporting
• Contribute to the definition and documentation of metrics, KPIs, and reporting standards used across marketing and sales.

Requirements

• 6+ years of experience in data analysis, business analytics, marketing analytics, or campaign reporting
• Strong experience supporting B2B marketing analytics, preferably in FinTech, Financial Services, SaaS, or enterprise environments
• Advanced expertise in Tableau, including dashboard architecture, complex calculations, and performance optimization
• Hands-on experience with GA4, Salesforce, HubSpot, and digital marketing platforms
• Advanced Excel skills for data analysis, validation, and complex reporting workflows
• Proven ability to operate independently and take end-to-end ownership of analytics deliverables
• Strong analytical judgment and comfort working with imperfect or evolving data
• Excellent written and verbal communication skills, including experience presenting insights to senior stakeholders
• Experience with web tracking or tag management (i.e. Google Tag Manager)
• Familiar with attribution models and conversion path analysis

Benefits

• The base salary range for this role is $70,000 to $110,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).