Data Analyst III

Robertson & Company Ltd.; Boston (MA); Hybrid; USD 74,000 - 102,000; Full time

Job summary

Robertson is seeking a skilled Data Analyst III to support our client in Boston. The role centers on turning marketing data into actionable insights and collaborating with product, engineering, and marketing teams to drive data-driven activation across the MarTech stack.

The position is hybrid, 6-month contract with potential extension. Responsibilities include defining data flows, testing pipelines, ensuring data governance, and delivering clear data-driven insights for campaigns.

Qualifications

• Strong understanding of modern Marketing Technology ecosystems, including customer data management, audience segmentation, preference/consent management, and digital activation platforms.
• Experience working in Agile/Scrum environments, including backlog refinement, user story development, and sprint delivery.
• Proficiency in systems analysis, data analysis, systems design, and testing methodologies; ability to translate business marketing goals into technical workflows and data requirements.
• Data Lineage: Mapping data from operational databases to key business applications (front-end).
• Data Analysis: Reading a database to identify data points and relationships for logic and joints between tables.
• SQL Proficiency: Complex joins, window functions, CTEs, aggregation, set operations, and performance considerations.
• Relational Database Skills: Indexing, transactions, isolation levels, partitioning, and query optimization basics.
• Strong analytical and organizational skills with the ability to support multiple concurrent projects across marketing and technology domains.
• Effective communication skills with the ability to align data, engineering, and marketing stakeholders across geographically dispersed teams.
• Ability to work independently while thriving in collaborative environments.
• Proficiency with Microsoft Office, JIRA, and MarTech/AdTech-related tools; SQL or data profiling experience is a plus.
• Demonstrated ability to leverage Generative AI to enhance requirements development, data analysis, documentation, and marketing workflow optimization.
• Ability to manage competing priorities and adapt to the pace of digital marketing and data platforms.
• Awareness of organizational dynamics and cross-functional dependencies that influence marketing and data outcomes.

Responsibilities

• Partner with Product Owners, Engineers, Data Architects, Marketing Operations, and cross-functional business partners to define Epics, Features, and detailed User Stories that support digital marketing, customer engagement, and data activation capabilities.
• Translate marketing strategy, customer experience requirements, and preference/consent policies into clear technical requirements, data models, and system integrations across the MarTech ecosystem.
• Collaborate with engineering and QA teams to develop and execute test strategies, acceptance criteria, and test plans to validate data flows, customer journeys, audience segmentation logic, and system enhancements.
• Lead test planning and execution across system, integration, regression, and user acceptance testing, ensuring accuracy of customer data, segmentation, and campaign orchestration outcomes.
• Analyze complex data transformations, audience logic, customer lifecycle rules, and platform configurations to identify issues, diagnose root causes, and recommend scalable solutions.
• Work closely with internal technology teams and external vendors to ensure MarTech platforms integrate seamlessly with enterprise data sources, CRM systems, and analytics environments.
• Support customer data governance in alignment with enterprise data and technology strategy.
• Manage multiple initiatives concurrently across marketing, data, and engineering teams—navigating ambiguity with a customer-centric, data-driven mindset.
• Create and maintain documentation for data mapping flows, technical designs, business rules, MarTech configurations, and release deliverables to ensure transparency and maintainability.

Skills

Agile/Scrum

SQL proficiency

Data analysis

MarTech knowledge

Cross-functional collaboration

JIRA

Generative AI

Data governance

Marketing data

Tools

Microsoft Office

MarTech/AdTech tools

CRM systems

Job description

Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private clients, commercial banking, treasury, and retail banking.

Introduction:

Robertson is seeking a skilled Data Analyst III to join our client in support of an existing vacancy.

Contract Period: 6 months with potential to extend

Pay Rate: Starting from $64 per hour

Location: Boston, MA

Location Type: Hybrid

Business Hours: Monday-Friday, Core business hours

Job Responsibilities:

• Partner with Product Owners, Engineers, Data Architects, Marketing Operations, and cross-functional business partners to define Epics, Features, and detailed User Stories that support digital marketing, customer engagement, and data activation capabilities
• Translate marketing strategy, customer experience requirements, and preference/consent policies into clear technical requirements, data models, and system integrations across the MarTech ecosystem
• Collaborate with engineering and QA teams to develop and execute test strategies, acceptance criteria, and test plans to validate data flows, customer journeys, audience segmentation logic, and system enhancements
• Lead test planning and execution across system, integration, regression, and user acceptance testing, ensuring accuracy of customer data, segmentation, and campaign orchestration outcomes
• Analyze complex data transformations, audience logic, customer lifecycle rules, and platform configurations to identify issues, diagnose root causes, and recommend scalable solutions
• Work closely with internal technology teams and external vendors to ensure MarTech platforms integrate seamlessly with enterprise data sources, CRM systems, and analytics environments
• Support customer data governance in alignment with enterprise data and technology strategy
• Manage multiple initiatives concurrently across marketing, data, and engineering teams—navigating ambiguity with a customer-centric, data-driven mindset
• Create and maintain documentation for data mapping flows, technical designs, business rules, MarTech configurations, and release deliverables to ensure transparency and maintainability

Experience & Qualification Requirements:

• Strong understanding of modern Marketing Technology ecosystems, including customer data management, audience segmentation, preference/consent management, and digital activation platforms
• Experience working in Agile/Scrum environments, including backlog refinement, user story development, and sprint delivery
• Proficiency in systems analysis, data analysis, systems design, and testing methodologies; ability to translate business marketing goals into technical workflows and data requirements
• Data Lineage: Mapping data from operational databases to key business applications (front-end)
• Data Analysis: \"Reading\" a database to look for common data points to find logical points and requirements for logic and necessary joints between flat RDBMS tables
• SQL Proficiency: Complex joins, window functions, CTEs, aggregation, set operations, and performance consideration
• Relational Database Skills: Indexing, transactions, isolation levels, partitioning, and query optimization basics
• Strong analytical and organizational skills with the ability to support multiple concurrent projects across marketing and technology domains
• Effective communication skills with the ability to align data, engineering, and marketing stakeholders across geographically dispersed teams
• Ability to work independently while also thriving in highly collaborative, cross-functional environments
• Proficiency with Microsoft Office, JIRA, and MarTech/AdTech-related tools; SQL or data profiling experience is a plus
• Demonstrated ability to leverage emerging technologies including Generative AI to enhance requirements development, data analysis, documentation, and marketing workflow optimization
• Ability to manage competing priorities and adapt to the pace and evolution of digital marketing and data platforms
• Awareness of organizational dynamics, informal networks, and cross-functional dependencies that influence marketing and data outcomes

Background screening is required as part of the onboarding process. The type of screening required (criminal, credit, or other verifications) will vary based on the position and client requirements.

We use AI technology as part of our application review process to assist with screening and assessment. All applications are also reviewed by our recruitment team.