Marketing Analytics, Insights Manager

Role Overview

• Advisor Segmentation & Predictive Analytics: Define and operationalize customer and advisor segments using behavioral, demographic, psychographic, and lifecycle attributes to improve targeting, personalization, and journey design
• Develop, refine, and maintain lead‑scoring models (behavioral, engagement‑based, firmographic, and propensity‑to‑convert) using statistical analysis, machine learning techniques, or predictive modeling frameworks to improve conversion and prioritization
• Partner with Campaign, Sales, and Digital teams to activate segments and scoring models across CRM/automation platforms, ensuring high‑value advisors receive the right message at the right time
• Quantitative Analytics & Experimentation: Segment audiences using behavioral, firmographic, and lifecycle signals to inform targeting, personalization, and advisor experience improvements
• Analyze multi‑channel campaign and journey performance; run A/B and multivariate tests across email, web, landing pages, and paid media to improve acquisition, engagement, and conversion
• Qualitative Synthesis & Storytelling: Collect and synthesize advisor success stories and qualitative feedback (interviews, win/loss, focus groups) to pair with quantitative evidence—crafting clear narratives that influence go‑to‑market and content strategy
• Translate findings into insight briefs, one‑page exec summaries, and enablement materials for marketing, sales, product marketing, and service leaders
• Cross‑Functional Partnership & Influence: Serve as the primary insights partner to Campaigns, Brand, Digital, Product Marketing, Sales, and Finance—aligning on hypotheses, success criteria, and test‑learn roadmaps
• Manage external research/analytics vendors and research panels as needed; ensure delivery quality and budget discipline

Requirements

• A bachelor’s degree in marketing, statistics, or data analytics is required
• 3-5+ years in marketing analytics, customer/consumer insights, or related roles, demonstrating advanced quantitative analysis and qualitative synthesis in a marketing context.
• Expertise with marketing analytics & BI (e.g., GA4/Adobe, Salesforce CRM, Marketing Cloud/Marketo, Tableau/Power BI), and strong data wrangling skills (SQL a plus)
• Proven ability to turn complex data into clear, actionable recommendations for leaders; outstanding visual storytelling and communication
• Hands‑on experience with testing & optimization (A/B, multivariate), cohort analyses, funnel, and journey analytics
• Comfortable synthesizing qualitative insights (interviews, focus groups, open‑ended survey analysis) and integrating them with quantitative results.

Tech Stack

• Cloud
• SQL
• Tableau

Benefits

• Flex Time or Paid Time Off and Sick Time Off
• 401K – 6% Employer Match
• Medical, Dental, Vision – HDHP or PPO
• HSA – Employer contribution (HDHP only)
• Volunteer Time Off
• Career Development / Recognition
• Fitness Reimbursement
• Hybrid Work Schedule