Marketing Data Analyst

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Position Summary

The Marketing Data Analyst uses digital and traditional data analysis to measure the impact of marketing efforts across the customer journey. This role partners with stakeholders to align analytics with business goals, providing insights through reports, dashboards, KPIs, and predictive tools. By blending business acumen with analytical expertise, the analyst supports strategic decisions, product launches, and campaign performance, helping drive customer acquisition, engagement, and retention.

Principle Duties and Responsibilities

• Willingness and ability to exhibit Wellby Core Values every day.

• Works with purpose and is driven to provide the best team member experience.

• Conduct in-depth analysis to improve member acquisition, channel, and campaign performance and identify new growth opportunities.

• Analyze existing marketing programs for performance, profitability, and revenue opportunities through strong qualitative and quantitative insights; address campaign successes and opportunities, recommending actionable ways to improve performance.

• Conduct post-campaign analysis on sales, conversion rate, cost of acquisition, gross margin, and marketing ROI by channel and product.

• Create and refine predictive or prescriptive models using AI or statistical methods to optimize future marketing performance across various business units and channels.

• Develop reports and dashboards to monitor the health of key performance metrics to identify patterns, trends, and anomalies that provide key insights to business stakeholders.

• Craft effective, cohesive, and actionable presentations, data visualizations, and report summaries that measure return on investment and inform strategic and operational decisions.

• Make data-driven decisions and insights, and craft arguments or back up conclusions using data to present and persuade business decisions.

• Partner with marketing stakeholders to define research objectives, business questions, project scope, success criteria, and data requirements.

• Identify, export, and run reports and dashboards in HubSpot, Power BI, and other databases to assess funnel performance and attribution.

• Conduct exploratory analysis to proactively identify and surface high-value opportunities.

• Perform descriptive and diagnostic analysis to answer business questions, identify drivers of customer behaviors, conversions, and business outcomes, and quantify ROI from marketing campaigns and initiatives.

• Clean, organize and prepare data for analysis, including evaluating data lineage, assessing data quality, and advancing data governance best practices.

• Provide subject-matter expertise and consulting to marketing leadership to develop business cases and forecast return on marketing investments.

• Conduct market research and competitive analysis to assess industry trends and develop the positioning of projects.

• Synthesize insights—supported by data mining, AI-enabled tools, and advanced analytics—and prepare compelling presentations for senior and executive-level audiences.

• Contribute to the strategic roadmap to mature Marketing’s analytics, data, and mar-tech capabilities to accelerate and operationalize ROI measurement.

• Conduct research on consumer and market trends, target demographics, and competing brands.

• Contribute to the strategic roadmap to mature Marketing’s analytics, data, and mar-tech capabilities, including the integration of AI and machine learning to enhance marketing effectiveness.

• Remain informed on the latest advancements in AI, data analytics, market trends, and consumer behavior.

• Generate ad hoc reports for marketing as needed.

• Performs other related duties as assigned.

Knowledge, Skills, and Abilities (KSA)

• Knowledge of Wellby’s organizational functions and general operating policies and procedures.

• Knowledge of secretarial practices and procedures, business English, spelling, and punctuation.

• Knowledge of personal computer, utilizing Microsoft Office Suite and other software’s.

• Knowledge of with SQL, Python, Google Analytics 4 (GA4), Power BI, Excel, and HubSpot.

• Knowledge of automating data reporting and visualization dashboards.

• Knowledge of traditional and digital marketing principles, concepts, and strategies is crucial to effectively analyze and interpret marketing data

• Knowledge of marketing analytics, digital and traditional marketing channels, and performance metrics.

• Skilled in operating computer equipment and general office machines such as personal computers, copiers, projection equipment, audio/video, Microsoft Teams, Zoom Video Communications, and adding machines.

• Skilled in advanced data analysis and interpretation using tools such as Excel, SQL, R, or Python.

• Skilled in data visualization and storytelling through dashboards and presentations.

• Skilled in synthesizing complex data into clear, concise, and actionable insights.

• Skilled in conducting research and benchmarking for competitive and market analysis.

• Skilled in critical thinking and problem-solving to draw meaningful conclusions from data.

• Ability to communicate clearly and concisely, orally and in writing.

• Ability to derive meaningful insights from multiple data sources, simplify complex concepts to easy-to-understand storytelling presentations, and deliver findings to senior-level leadership.

• Ability to work collaboratively and openly share ideas as part of a cross-functional team.

• Ability to efficiently understand and follow oral and written instructions, perform routine duties without close supervision, and establish and maintain effective working relationships with other team members.

• Ability to coordinate several concurrent activities simultaneously.

• Ability to be adaptable of new technologies, tools, and methodologies, and having a willingness to learn and stay updated.

• Ability to exercise independent judgment.

Supervisory Responsibilities

The team member does not have supervisory responsibilities.

Complexity & Scope of Work

• The team member will ensure policies, procedures, and programs are consistently administered, aligned with organizational goals, and compliant with professional standards.

• The team member performs routine and generally related tasks without supervisory direction.

• Tasks may occasionally have to be coordinated, integrated, and/or prioritized.

• Courses of action are determined by established procedures and/or the Vice President Marketing Optimization.

• The team member’s work is reviewed periodically for accuracy, completion, and compliance with the policies and procedures.

• The team member uses independent judgment in making decisions.

Physical Demands & Work Environment

• The physical demands and work environment characteristics described here represent those that must be met by a team member to successfully perform the essential functions of this position.  Reasonable accommodations may enable individuals with disabilities to perform essential functions.

• To perform this job successfully, the team member is frequently required to remain in a stationary position 50% of the time. Daily movements include sitting, standing, reaching, and grasping; operating computers and other office equipment; moving about the office; and attending possible onsite and offsite meetings. 

• The team member must be able to exchange information, in person, in writing, and via telephone. Some degree of stress results from contact with management and other team members.

• The ability to observe details at close range (within a few feet of the observer).

• Must be able to occasionally lift items weighing up to 25 pounds across the office and load them onto shelves for various needs.

• The noise level in the work environment is usually moderate.

• Work involves the typical risks and discomforts associated with an office environment but is usually in an adequately cooled, heated, lighted, and ventilated area.

Minimum Qualifications

• Bachelor’s degree in Marketing, Analytics, Economics, Finance, Data Science, or a related field required.

• Minimum four (4) years of experience in marketing analytics, marketing research, or data analyst role.

• Experience measuring and testing the effectiveness of individual marketing channels and omnichannel campaigns, including website, email, paid media, social media, video, audio, direct mail, and intranet/proprietary channels.

• Experience with SQL, Python, Google Analytics 4 (GA4), Power BI, Excel, and HubSpot.

• Technical expertise with CRM and analytical systems with familiarity in using AI-enhanced tools and features to accelerate analysis and derive insights.

• Experience automating data reporting and visualization dashboards, including leveraging machine learning models or AI-driven automation where applicable.

• Experience with artificial intelligence (AI) tools and techniques, including predictive modeling and automated data analysis, to support real-time insights and scalable performance measurement.

• Experience analyzing CRM and marketing touchpoint data to understand the sales cycle, evaluate channel/campaign performance, identify optimization opportunities, and measure ROI.

• Experience with querying, cleaning, joining, and building large data sets for analysis and reporting from multiple sources (data warehouse, spreadsheets, data exports from mar-tech platforms), with a working knowledge of AI-supported data pipelines or analytics workflows preferred.

• Bondable

For All Candidates

This is a Full-Time, Salary (exempt) role.

Wellby is an equal opportunity and affirmative action employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, veteran status or any other legally protected characteristic. If you'd like more information about your EEO rights as an applicant under the law, please contact Human Resources.

Wellby provides equal opportunity to qualified individuals with disabilities and disabled veterans. If you need a reasonable accommodation, please email careers@wellbyfinancial.com or call 281-226-1696 for assistance.

Disclaimer

The statements herein are intended to describe the general nature and level of work being performed by team members and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the Company.