Sales & Marketing Analyst

KEMBA Financial Credit Union; Columbus (OH); On-site; USD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Columbus, Ohio is seeking a Sales & Marketing Analyst to support sales and marketing initiatives through data modeling and analysis. This role requires strong proficiency in SQL, experience with data warehouses like Snowflake, and the ability to create insightful reports using Power BI. The ideal candidate will have at least three years of relevant experience and excellent communication and analytical skills. You will collaborate with teams to extract valuable insights from data and improve performance metrics.

Qualifications

• 3+ years of experience analyzing financial product data on a cloud-based data warehouse.
• Experience with data warehouses and reporting tools.
• Strong problem-solving and analytical abilities.

Responsibilities

• Develops data queries to support business initiatives.
• Collaborates with cross-functional teams to analyze data requirements.
• Builds and maintains dashboards in Power BI.

Skills

SQL proficiency

Data manipulation

Report building with BI tools

Analytical skills

Communication skills

Education

Degree in computer science or related field

Tools

Power BI

SQL Server

Snowflake

Job description

Overview

Objective The Sales and Marketing Analyst’s role is to design data modeling/analysis services used to mine enterprise systems and applications for knowledge and information that support sales and marketing initiatives. This individual is also responsible for assisting in building, deploying, and maintaining data support tools, metadata inventories, and definitions for database file/table creation. This role will partner with key stakeholders in Sales and Marketing to support the overall business needs of these departments, including but not limited to sales and marketing performance reporting, goal maintenance, lead management, sales pipeline management, sales incentive support, sales and marketing campaigns analysis, sales contests, sales portfolios, market and branch analytics, member trends, and CRM management. The position requires strong knowledge of financial products, such as loans and shares.

Title: Sales & Marketing Analyst

Reports to: Enterprise Data Architect

Supervises: None

Status: Exempt

Duties And Responsibilities

• Devises, develops, and deploys required data queries in response to strategic objectives, business initiatives and business needs to understand and improve performance.
• In conjunction with data owners and department managers, develops data models and protocols for mining production databases.
• Assists in the development of data management policies and procedures.
• Identifies research questions, problem solves using data analysis, and communicates the results to various stakeholders.
• Collaborates with cross-functional teams to understand data requirements and implement solutions that meet business needs.
• Queries and extracts data from KEMBA’s data warehouse (Snowflake), Jack Henry core, and related systems to support marketing and sales requests.
• Develops and maintains recurring dashboards and reports in Power BI that visualize key marketing and sales metrics (member growth, product penetration, campaign ROI, pipeline conversion, etc.).
• Automates and optimizes recurring data processes, improving accuracy and efficiency across departments.
• Partners with Marketing to build and analyze campaign performance reports (digital, direct, branch, and product campaigns).
• Supports Sales leadership with dashboards and data pulls that track pipeline activity, conversion rates, and member engagement.
• Identifies opportunities for cross-sell, upsell, and member segmentation using existing data.
• Provides ad-hoc analysis and recommendations to guide strategic initiatives such as deposit growth, loan acquisition, or branch performance.
• Accurately inputs, updates, and maintains data within manual tables as needed to support reporting requirements.
• Builds and maintains sales performance reporting suite, such as scorecards, with supporting detail and trend views.
• Processes data corrections that impact sales performance results to ensure incentive can be calculated and paid on time; researches associate questions about sales results and solves any upstream data issues.
• Owns Sales Lead Development, Distribution and Reporting; creates ad hoc calling leads; loads leads into leads tool, maintains and analyzes lead campaign effectiveness.
• Identifies and communicates the time and resources needed to achieve required results.
• Works closely with data governance teams to enforce data policies and standards.
• Assists in the design of databases and data warehouses to ensure interoperability with BI solutions.
• Communicates complex technical concepts to non-technical stakeholders in a clear and understandable manner.
• Conducts job duties and responsibilities according to the organization’s business systems development methodology and/or its Systems Development Life Cycle (SDLC) methodology.
• Troubleshoots BI tools, systems, and software; performance-tune these applications as necessary.
• Acts as evangelist for BI benefits across the organization; promote BI usage to relevant departments.
• Acts as the subject matter expert for produced reports and underlying data.
• Solicits feedback through daily interactions with Sales and Marketing teams to understand business priorities and apply this knowledge to task prioritization.
• Helps drive discipline and accuracy around CRM data entry and pipeline management.
• Monitors data management system details within the database, including stored procedures and execution time, and implement efficiency improvements.
• Provides ad hoc reporting or analysis as requested.
• Performs all duties in a manner that is fully compliant with applicable industry regulations as well as KEMBA policy and procedures.
• Develops an understanding of Credit Union history, philosophy, organization, policies, and operational procedures.
• On a self-directed basis, continues to improve individual level of competency through training and certification on established educational programs.
• Relates to others beyond giving and receiving instructions: communicates with coworkers or peers without exhibiting behavioral extremes; performs work activities requiring negotiating, instructing, supervising, persuading, or speaking with others; responds appropriately to feedback from supervisor.
• Performs other duties as required by management.

Required Qualifications

• College diploma or university degree in the field of computer science, information systems, or data engineering.
• Minimum of 3 years’ direct work experience, analyzing financial product data on a cloud-based data warehouse.
• Experience building, using and managing data warehouses, using MS SQL Server, Google Cloud, Snowflake, and similar.
• Proficiency in SQL, data manipulation, and database management.
• Demonstrated ability with multi-system reporting skills (SQL, report development, design, and automation).
• Report building experience using BI tools. MS Power BI and Sigma Computing preferred.
• Knowledge of database design, performance tuning and troubleshooting.
• Proven skill in prioritizing and simultaneously managing deadlines, ad hoc requests, and regular deliverables.
• Competency with Microsoft Office Suite, for creation of reporting slide decks.
• Understand and follow the organization’s goals and objectives.
• Basic knowledge of applicable data privacy practices and laws.
• Strong written and oral communication skills.
• Exceptional analytical, conceptual, and problem-solving abilities.
• Able to prioritize and execute tasks in a high-pressure environment.
• Experience working in a team-oriented, collaborative environment.
• Ability to work non-standard hours when required.

Physical Demands

The physical demands listed below represent those necessary to perform the essential functions of this role. Reasonable accommodation may be provided to enable individuals with disabilities to perform these functions.

The employee is regularly required to sit, use their hands, reach with arms, and communicate verbally and orally. Occasional standing, walking, and lifting of objects up to 25 pounds are required. Vision requirements include close, distance vision, and focus adjustment.

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