Responsibilities

• Consolidate and harmonize customer data from multiple platforms and systems into a repeatable, unified, & reliable view of the customer journey
• Identify data gaps, quality issues, and integration opportunities across marketing, sales, and product data sources
• Build and maintain dashboards, reports, and models that surface meaningful customer insights to stakeholders
• Translate raw data into clear narratives that drive strategic decisions across marketing and sales
• Own the measurement framework for marketing campaigns, demand generation, and pipeline contribution
• Analyze customer acquisition, retention, and lifetime value trends to inform go-to-market strategy
• Track and report on key marketing KPIs including MQLs, conversion rates, CAC, and attribution
• Partner with the marketing team to design and analyze A/B tests and campaign experiments
• Serve as a power user and internal resource for CRM and marketing platforms including Salesforce
• Evaluate and onboard new analytics tools and technologies as the business evolves

Requirements

• 5+ years of experience in marketing analytics, business intelligence, or a related data-focused role
• Hands-on experience with Salesforce CRM; familiarity with marketing automation platforms (e.g., HubSpot, Marketo, Pardot)
• Strong proficiency in SQL and at least one BI/visualization tool (e.g., Tableau, Looker, Power BI)
• Demonstrated ability to integrate and work with data from multiple disparate systems
• Exceptional communication skills — you can explain complex data to non-technical audiences without losing nuance
• Proven track record of self-directed project management with minimal oversight

Preferred

• Background in fintech, financial services, or similarly regulated industries
• Experience in a B2B SaaS environment
• Experience with data warehousing solutions (e.g., Snowflake, BigQuery, Redshift)
• Familiarity with Python or R for data analysis and automation
• Knowledge of attribution modeling and multi-touch revenue analytics
• Experience presenting to VP/C-suite stakeholders