Manage, and maintain real-time marketing dashboard reports to track and analyze the progression of leads through the sales funnel (Inquiries, MQL, SQL, SAL, Won)
Develop and implement methodologies to accurately measure marketing’s influence on pipeline, revenue, new customer acquisition, and Return on Marketing Investment (ROMI)
Provide insights into conversion rates at each phase of the marketing funnel
Analyze marketing campaign results
Scrub customer and prospect lists; dedupe, categorize, and assign leads from marketing activities to ensure they flow into marketing reporting
Add new reporting insights as needed
Optimize Power BI visuals and performance to handle large datasets from multiple sources
Ensure reports and dashboards provide actionable insights to drive decision-making on future marketing investments
Provide sales, budget, and financial results on individual campaigns and themes
Maintain, design, and develop interactive and scalable dashboards in Power BI to visualize marketing performance data
Collaborate with Sales, IT, and Marketing Operations to integrate data sources (e.g., CRM, marketing automation tools, customer intelligence tools, and intent data) into Power BI
Ensure data accuracy and consistency
Partner with IT to troubleshoot and resolve data integration issues
Align reporting to provide a unified view of performance across regions and lines of business
Monitor key marketing and sales performance indicators (e.g., lead counts, pipeline, won business, average order size)
Analyze trends and provide recommendations to improve campaign effectiveness and lead conversion
Deliver monthly performance reports to senior marketing leadership and stakeholders
Prepare and maintain Target Account List (TAL) to develop audiences for use in Hubspot and ABM tools
Create surveys, analyze survey results about our activities with internal teams, partners, and customers
Identify gaps or bottlenecks in the marketing funnel and propose data-driven solutions
Other duties as assigned
Requirements
2–4 years of experience in marketing analysis, reporting, or a similar role
Proficiency in data analysis tools such as Excel, and Power BI, or equivalent platforms
Excellent analytical skills with the ability to interpret complex data sets, coordinate data from multiple sources, and provide actionable insights
Excellent communication, collaboration, and consensus-building skills with the ability to work with cross-functional teams
Solid strategic thinking and structured, proactive problem-solving skills
Strong organizational skills with excellent attention to detail
Ability to work and think independently while meeting deadlines
Ability to maintain strict confidentiality and handle sensitive matters with discretion
Experience with marketing automation, CRM, customer intelligence tools (e.g., HubSpot, Microsoft D365, Salesforce, ZoomInfo) (Nice-To-Have)
Experience with survey tools (i.e., SurveyMonkey) (Nice-To-Have)
Bachelor’s degree in Marketing, Business, Data Analytics, or a related field (Nice-To-Have)