Marketing Assistant/Analyst 1

TALENT Software Services; Oakland (CA); On-site; USD 90,000 - 120,000; Full time

Job summary

TALENT Software Services is seeking a data analytics professional to build and improve marketing performance reports and dashboards using Excel and Power BI. You will analyze Medicare and individual market campaigns, reconcile data from multiple sources, and respond to ad hoc questions with well-documented analyses.

The role requires strong Excel skills, data analytics experience, and the ability to learn new systems quickly while collaborating with cross-functional teams in a fast-paced

Qualifications

• Advanced Excel and data-analysis skills including PivotTables, XLOOKUP/VLOOKUP, data cleansing, reconciliation and quality checks.
• Strong analytical thinking with structured problem solving; able to investigate ambiguous questions, test assumptions and identify root causes.
• Learning agility, initiative and clear communication; able to learn new systems, independently research answers, and explain findings to non-technical partners.

Responsibilities

• Build, maintain, and quality-check recurring marketing performance reports and Excel/Power BI dashboards.
• Analyze campaign, lead, application, enrollment, conversion, and cost performance for Medicare and Individual & Family Plan acquisition marketing.
• Reconcile data across marketing and operational sources; investigate discrepancies, missing data, broken feeds, and unexpected performance changes.
• Respond to ad hoc business questions by defining the analytical approach, researching available data, documenting assumptions, and communicating findings clearly.
• Maintain metric definitions, business rules, procedures, and reporting documentation.
• Identify opportunities to standardize and automate manual reporting processes.
• Collaborate with marketing strategists, analytics partners, agencies, sales, operations, and technology teams.
• Learn unfamiliar systems and processes, ask targeted questions, and independently work toward answers with appropriate guidance.

Skills

Advanced Excel

Analytical thinking

Learning agility

Education

Bachelor's degree in quantitative field

Tools

Power BI

SQL

CRM (Salesforce)

Job description

• Build, maintain, and quality-check recurring marketing performance reports and Excel/Power BI dashboards.
• Analyze campaign, lead, application, enrollment, conversion, and cost performance for Medicare and Individual & Family Plan acquisition marketing.
• Reconcile data across marketing and operational sources; investigate discrepancies, missing data, broken feeds, and unexpected performance changes.
• Respond to ad hoc business questions by defining the analytical approach, researching available data, documenting assumptions, and communicating findings clearly.
• Maintain metric definitions, business rules, procedures, and reporting documentation.
• Identify opportunities to standardize and automate manual reporting processes.
• Collaborate with marketing strategists, analytics partners, agencies, sales, operations, and technology teams.
• Learn unfamiliar systems and processes, ask targeted questions, and independently work toward answers with appropriate guidance.

Day To Day Responsibilities

• Build, maintain, and quality-check recurring marketing performance reports and Excel/Power BI dashboards.
• Analyze campaign, lead, application, enrollment, conversion, and cost performance for Medicare and Individual & Family Plan acquisition marketing.
• Reconcile data across marketing and operational sources; investigate discrepancies, missing data, broken feeds, and unexpected performance changes.
• Respond to ad hoc business questions by defining the analytical approach, researching available data, documenting assumptions, and communicating findings clearly.
• Maintain metric definitions, business rules, procedures, and reporting documentation.
• Identify opportunities to standardize and automate manual reporting processes.
• Collaborate with marketing strategists, analytics partners, agencies, sales, operations, and technology teams.
• Learn unfamiliar systems and processes, ask targeted questions, and independently work toward answers with appropriate guidance.

Required Skills (top 3 Non-negotiables)

• Advanced Excel and data analysis skills, including PivotTables, XLOOKUP/VLOOKUP, formulas, data cleaning, reconciliation, and quality checks.
• Strong analytical thinking and structured problem solving; able to investigate ambiguous questions, test assumptions, and identify root causes.
• Learning agility, initiative, and clear communication; able to learn new systems, independently research answers, and explain findings to non-technical partners.

Preferred Skills (nice To Have)

• Power BI dashboard development and/or SQL or data-querying experience.
• Marketing analytics experience, including campaign measurement, lead-funnel metrics, attribution, or executive performance reporting.
• Salesforce/CRM, healthcare or insurance, data governance, or reporting automation experience.

Disqualifiers/ Dislikes on Resumes

• Primarily marketing communications, event, brand, social media, or project-coordination experience with little evidence of hands‑on quantitative analysis.
• No demonstrated Excel proficiency.
• Vague claims of dashboard or analytics work without clear ownership, methods, or outcomes.
• Application materials showing poor attention to detail.

Education Requirements

Bachelor's degree in Statistics, Mathematics, Economics, Business Analytics, Data Science, Engineering, Computer Science, Operations Research, Marketing Analytics, or another quantitative field. Equivalent relevant education and analytical experience may be considered.

Required Testing

Practical Excel and data-analysis assessment; analytical reasoning/case exercise.

Software Skills Required

• Microsoft Excel: PivotTables, XLOOKUP/VLOOKUP, formulas, data cleansing, reconciliation, and analysis.
• Microsoft PowerPoint and Microsoft Office.
• Power BI strongly preferred.