Lead Analyst, Customer Strategic Planning & Analysis

SUD Recruiting; Texas; Hybrid; USD 120,000 - 160,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

SUD Recruiting is seeking a Senior Lead Analyst, Marketing Financial Strategy & Analytics to shape growth and retention strategies. This hands-on role turns data into decisions, building models, forecasts, and dashboards that drive acquisition and retention in collaboration with marketing and finance.

You will own the analytical lifecycle, develop forecasting models, defend business cases using NPV/ROI/LTV, and lead Tableau/Power BI dashboards.

Qualifications

• Bachelor's degree is a minimum.
• 5+ years of experience in a quantitative business function such as Marketing Analytics, FP&A, Data Science, Revenue Management driving marketing strategies.
• Experience within marketing performance optimization (NPV, ROI, LTV).
• Advanced, hands on fluency in SQL and dashboarding tools like Tableau or Power BI.
• A genuine bridge builder between technical and business teams, equally comfortable in the data and in the room with senior stakeholders.

Responsibilities

• Own the full analytical lifecycle behind customer acquisition and retention marketing strategies, from pre campaign planning to post campaign insight, through rigorous analysis and dashboard reporting.
• Partner in strategic planning to build forecasting and financial models that power marketing's acquisition and retention strategies, while stress testing profitability against shifts in cost per acquisition and market conditions.
• Build and defend business cases that uncover growth opportunities through NPV, ROI, and Customer Lifetime Value analysis, guiding where marketing dollars go and why.
• Analyze variance between marketing campaign budget forecasts and actual performance, explaining what drove the gap and what it means for strategy going forward.
• Lead the build and management of Tableau and Power BI dashboards, along with the data models and workflows behind them, automating repetitive tasks to keep reporting sharp and efficient.
• Ensure the integrity of every analysis and and dashboard through feature engineering, rigorous QA, and strong data controls, so leadership can trust the numbers behind every decision.

Skills

SQL

Tableau

Power BI

Forecasting

Financial modeling

Education

Bachelor's degree

Tools

Tableau

Power BI

Job description

Title: Senior Lead Analyst, Marketing Financial Strategy & Analytics

Overview: An innovative industry leader is looking for a Lead Analyst of Strategic Planning & Analysis to shape how the business grows and retains its customer base. This person turns complex data into decisions, building the models, forecasts, and dashboards that drive customer acquisition and retention strategy. Working closely with marketing and finance, they evaluate opportunities, shape go to market targets, and own the story behind the numbers.

What You'll Do

• Own the full analytical lifecycle behind customer acquisition and retention marketing strategies, from pre campaign planning to post campaign insight, through rigorous analysis and dashboard reporting
• Partner in strategic planning to build forecasting and financial models that power marketing's acquisition and retention strategies, while stress testing profitability against shifts in cost per acquisition and market conditions
• Build and defend business cases that uncover growth opportunities through NPV, ROI, and Customer Lifetime Value analysis, guiding where marketing dollars go and why
• Analyze variance between marketing campaign budget forecasts and actual performance, explaining what drove the gap and what it means for strategy going forward
• Lead the build and management of Tableau and Power BI dashboards, along with the data models and workflows behind them, automating repetitive tasks to keep reporting sharp and efficient
• Ensure the integrity of every analysis and and dashboard through feature engineering, rigorous QA, and strong data controls, so leadership can trust the numbers behind every decision

More Info:

• individual contributor role that is hands-on with data and strategic
• full-time role that is hybrid (3Xs per week in office and rest WFH)

Responsibilities/Experience:

• Bachelor's degree is a minimum
• 5+ years of experience in a quantitative business function such as Marketing Analytics, FP&A, Data Science, Revenue Management driving marketing strategies
• Experience within marketing performance optimization (NPV, ROI, LTV)
• Advanced, hands on fluency in SQL and dashboarding tools like Tableau or Power BI
• A genuine bridge builder between technical and business teams, equally comfortable in the data and in the room with senior stakeholders