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.

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

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

predictive analyticslead-scoring modelsstatistical analysismachine learningpredictive modelingA/B testingmultivariate testingdata wranglingquantitative analysisqualitative synthesis

Soft Skills

storytellingcommunicationcross-functional partnershipinfluenceanalytical thinkingproblem-solvingcollaborationnarrative craftinginsight generationpresentation skills