Responsibilities

• Own marketing analytics and reporting. Serve as the main point of contact for marketing performance data, dashboards, recurring reporting, and measurement questions. Establish clear metric definitions and reporting standards so teams use a consistent view of performance.
• Understand and connect the data. Partner with Data and Revenue Technology to map the available pre and post-sale data across Google Analytics, HubSpot, and Salesforce. Determine how those sources should work together, identify access or quality gaps, and create a reliable reporting view of the customer journey.
• Build dashboards and recurring reports. Translate marketing questions into practical dashboards and reports that track initiatives, campaign performance, funnel movement, and business outcomes. Maintain the reports, validate the underlying data, and improve them as needs change.
• Own marketing attributes. Maintain Marketing's understanding of the customer attributes used for segmentation and targeting. Partner with Product to understand how an attribute is defined, where it comes from, and how it can be used. Act as Marketing's point of contact when Product or Engineering proposes a new attribute or a change to an existing one.
• Enable targeted campaigns. Help marketing teams identify useful customer groupings and apply approved attributes to campaign design, audience selection, personalization, and performance analysis. Confirm that segments are based on reliable data and can be measured consistently.
• Measure the marketing funnel. Connect upper-funnel activity and pre-sale engagement to lead progression, sales outcomes, and relevant post-sale signals. Develop campaign and funnel reporting while clearly documenting data and attribution limitations.
• Coordinate across teams. Work comfortably with Marketing, Data, Revenue Technology, Product, and Engineering to define requirements, resolve data questions, prioritize work, and communicate findings in terms each team can use.

Requirements

• 5+ years of experience in marketing analytics, marketing operations, business intelligence, or a similar data-focused role.
• Advanced hands-on experience with Google Analytics and HubSpot reporting, including the ability to build, validate, and explain reports within each platform.
• Working knowledge of Salesforce reporting and data structures, with the ability to partner with Revenue Technology to obtain and apply the data Marketing needs.
• Experience building dashboards and reporting frameworks in a business intelligence or data visualization tool such as Tableau, Sigma, or Looker.
• Experience reconciling data from multiple systems, documenting metric definitions, identifying data-quality issues, and explaining the limits of the available data.
• Experience using customer attributes, segments, or product data to support targeted marketing campaigns and measurement.
• Strong analytical judgment and the ability to translate business questions into clear data requirements, useful reports, and actionable findings.
• Demonstrated ability to work across Marketing, Data, Revenue Technology, Product, and Engineering teams, including stakeholders with different technical backgrounds.
• Strong project management and communication skills, with close attention to accuracy, consistency, and follow-through.
• Bachelor's degree in marketing, analytics, business, or a related field, or equivalent practical experience.

Preferred

• Experience in financial services, technology, or another regulated industry.
• Relevant Google Analytics, HubSpot, Salesforce, or business intelligence certifications.
• Familiarity with product or behavioral analytics tools such as Amplitude, Mixpanel, or Pendo.
• Basic familiarity with SQL, data warehouses, or data integration concepts. This knowledge is helpful for partnering with technical teams but is not an engineering requirement.

Benefits

• Employee Benefits
• We're an innovative, high-growth company with an exciting future ahead. At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee. Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan.