Marketing Data Analyst

Advisors Excel; United States; On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k matching

Job summary

Advisors Excel is seeking a Marketing Data Analyst to transform marketing and media data into actionable insights. You will partner with Strategic Marketing Coaches and cross-functional teams to build dashboards, analyze campaign performance, and deliver reports that help advisors improve marketing results.

Responsibilities include data preparation, loading data into our data lake, creating reports in Power BI and Sigma, and writing SQL to integrate data from multiple sources.

Qualifications

• 3-5 years of experience in data analysis, marketing analytics, BI, or related field.
• Proficiency with SQL and experience with large, complex datasets.
• Experience building dashboards/reports in Power BI, Sigma, or similar BI tools.
• Strong analytical and communication skills; meticulous data accuracy.

Responsibilities

• Support marketing analytics projects through data preparation, validation, and dashboard development.
• Assist with data lake updates and management by loading and refreshing data, maintaining tables, and ensuring data quality.
• Build and maintain reports/dashboards in Power BI, Sigma, or similar BI tools.
• Analyze marketing performance across digital, broadcast, email, CRM, and web channels.
• Write SQL queries to extract, join, validate, and analyze marketing data from multiple sources.
• Foster data quality and documentation for marketing metrics, definitions, and reporting processes.

Skills

SQL

Power BI

Data analysis

Communication

Attention to detail

Education

Bachelor's degree in Data Analytics, Marketing, or related field

Tools

Sigma

Python

Cloud data warehouses

Job description

As a Marketing Data Analyst, you'll transform marketing and media data into meaningful insights that drive smarter business decisions. Partnering with our Strategic Marketing Coaches, Digital, Media, and Creative teams, you'll build dashboards, analyze campaign performance, and deliver reporting that helps financial advisors improve their marketing results. If you enjoy solving problems with data and making a measurable impact, you'll thrive in this role.

What you'll do:

• Support marketing analytics projects through data preparation, validation, and dashboard development.
• Assist with data lake updates and management by loading and refreshing data, maintaining tables, and performing data hygiene and quality assurance checks.
• Build and maintain reports and dashboards in Power BI, Sigma, or similar business intelligence tools.
• Analyze marketing performance across digital, broadcast, email, CRM, and web analytics channels.
• Write SQL queries to extract, join, validate, and analyze marketing data from multiple sources.
• Manage and maintain marketing data within our data lake, ensuring accuracy and data quality.
• Partner with Strategic Marketing & Performance Coaches to develop reporting that measures marketing effectiveness.
• Fulfill ad hoc reporting requests for Strategic Marketing, Digital, Media, and Creative teams.
• Identify trends, opportunities, and data anomalies while providing actionable insights to business partners.
• Maintain documentation for marketing metrics, data definitions, and reporting processes.
• Continuously improve reporting, dashboards, and data quality to help teams make informed decisions.

Experience you'll bring:

• 3-5 years of experience in data analysis, marketing analytics, business intelligence, or a related field.
• Proficiency with SQL and experience working with large, complex datasets.
• Experience building dashboards and reports using Power BI, Sigma, or similar BI tools.
• Strong analytical, problem-solving, and communication skills.
• Exceptional attention to detail with a commitment to data accuracy.

Bonus Points:

• Bachelor's degree in Data Analytics, Marketing, Business Analytics, Statistics, Economics, or a related field.
• Experience working with marketing and media performance data, including paid digital advertising, broadcast media, email marketing, CRM, or web analytics.
• Experience with Python or R for data analysis or automation.
• Experience working with cloud-based data warehouses or modern data platforms.

What you'll get:

• Amazing benefits including medical, dental, vision and 401k (with matching options)
• Generous PTO package from your start date
• Access to an on-site café, gym and primary care
• Continuous personal and professional development opportunities
• Recognition for hard work & exemplary performance
• Employee sponsored events... more!

Who We Are:

Advisors Excel is a fast paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions to sales and marketing, our end goal is to help continually grow advisors businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team!

Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here - as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.