Marketing Data Strategist

Lake Trust Credit Union; Brighton (MI); On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

401(K) matching with up to 5% match

Financial wellbeing services

Reduced health insurance

Employee wellbeing services

DE&I initiatives

Work-life balance

Job summary

Lake Trust Credit Union is seeking a Marketing Data Strategist to build a unified view of marketing performance by integrating data from HubSpot, ad platforms, and predictive analytics. You will design and maintain dashboards, ensure data integrity, and protect member privacy while driving data-driven marketing decisions.

The ideal candidate has 3–5 years of marketing analytics or BI experience, with strong Power BI and Looker Studio skills and familiarity with Alteryx and GA4.

Qualifications

• Bachelor's degree required in marketing, data science, finance, or related field.
• 3–5 years of professional experience in marketing analytics or business intelligence.
• Experience in the financial services or credit union industry preferred.
• Proficiency with HubSpot CMS/CRM and advertising platforms (Google Ads, Meta Ads).
• Strong skills in Power BI and Looker Studio; knowledge of Alteryx is a plus.

Responsibilities

• Create a unified view of marketing performance across platforms and tools.
• Extract, consolidate, and analyze data from a diverse tech stack.
• Maintain dashboards in Power BI and Looker Studio with data integrity.
• Audit data quality, ensure PII compliance, and protect member privacy.
• Collaborate with BI team to automate reporting and reduce manual exports.
• Identify trends and provide actionable recommendations for campaigns.

Skills

Marketing analytics

Data visualization

Power BI

Looker Studio

Alteryx

Education

Bachelor's degree

Related field preferred

Tools

HubSpot

GA4

SEMrush

Alteryx

Job description

Marketing Data Strategist

More Than A Job!

Why do you work each day? To us, our jobs are not just something we do to make a living, it’s a way to live. We work to support our members; whether celebrating moments of joy, finding a solution to an obstacle, or offering encouragement through a time of struggle. The worth of our work isn’t measured in dollars and cents, it’s seen in our communities and felt by the people who believe in us.

Benefits Include:

• Financial wellbeing services
• 401(K) matching with up to 5% match
• Reduced health insurance
• Employee wellbeing services
• DE&I initiatives
• Work-life balance

Job Summary

The Marketing Data Strategist is a pivotal role responsible for creating a unified view of our marketing performance. This individual will extract, consolidate, and analyze data from a diverse tech stack—including, but not limited to, our HubSpot CMS/CRM, digital ad platforms, and Alkami Predictive Analytics. This role isn't just about pulling numbers; it is about connecting disparate data points to tell the story of the member journey. The ideal candidate is a "hands-on" practitioner who ensures data integrity, maintains sophisticated dashboards in Power BI and/or Looker Studio, and strictly adheres to PII and financial privacy standards.

What You’ll Do

• Connect and maintain data streams from Google Ads, Meta Ads, SEMrush, HubSpot, Predictive Analytics and GA4 across platforms and into centralized dashboards.
• Utilize Alkami Predictive Analytics to track member behavior and segment audiences for targeted marketing campaigns.
• Use Alteryx to set up workflows to pull data from the organization’s data warehouse.
• Analyze website performance data from the HubSpot CMS, along with advertising data from multiple platforms, and correlate it with lead data and member acquisition data in Predictive Analytics to map the complete member journey.
• Perform regular audits of HubSpot to ensure clean data entry, lead source tracking, and identify automation opportunities.
• Perform daily new member upload to ensure new members are added to the database.
• Identify trends, bottlenecks, and opportunities within the data to provide actionable recommendations for campaign optimization and budget allocation.
• Strictly adhere to PII (Personally Identifiable Information) standards and NCUA regulations, ensuring all marketing data practices protect member privacy.
• Transition the team away from manual exports by collaborating with our BI team to build automated, refreshable reports within Power BI or Looker Studio to track key performance indicators (KPIs) and marketing ROI.
• Continuously improve how data is shared and connected between platforms to reduce manual reporting and increase data accuracy

What You’ll Bring

• Bachelor’s degree required. Degree in marketing, data science, finance, or a related field preferred (or equivalent professional experience or professional certifications).
• 3–5 years of professional experience required. Experience in marketing analytics or business intelligence, within the financial services or credit union industry preferred.
• Platform Expertise:

HubSpot (or similar): Proven experience managing both CMS (Website) and Marketing/CRM data.

Advertising: Proficiency in Google Ads Manager, Meta Ads Manager, and SEMrush.

Analytics: Advanced knowledge of GA4 and the Alkami Customer Insights/Marketing platform. (or any similar audience segmentation tool or CDP)

• Strong proficiency in Power BI and/or Looker Studio (Google Data Studio) and Alteryx. (Or similar tool such as Tableau)
• Solid understanding of PII regulations and the security requirements inherent in the banking/credit union sector.

Knowledge, Skills and Abilities

• Analytical Rigor: Ability to "join" data from unrelated platforms (e.g., matching a Meta ad click to a specific conversion in a banking portal) to prove marketing impact.
• Data Visualization: Skilled at turning complex datasets into clean, scannable, and easy-to-understand visual reports for stakeholders.
• Technical Troubleshooting: A proactive approach to identifying "broken" data flows or tracking gaps between the CMS and the CRM.
• Communication: Ability to translate technical data findings into plain-language insights for the broader marketing and leadership teams.
• Privacy Mindset: A disciplined approach to handling sensitive financial data, ensuring member privacy is never compromised in the pursuit of analytics.

What You’ll Get

• Ability to collaborate and build a sense of togetherness that contributes to a positive work environment.
• Being open to change and embracing new opportunities can lead to diverse experiences and career advancement.
• By prioritizing member wellbeing, which leads to increased engagement, improved team dynamics, higher levels of motivation and a stronger community culture.