Senior Marketing Analyst

Pacific Service Credit Union

Concord (CA)

On-site

USD 85,000 - 110,000

Full time

14 days+

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Benefits offered by this job

Health insurance
401k matching
Tuition reimbursement
Employee referral bonus
Student Loan Repayment

Job summary

Pacific Service Credit Union is seeking a Senior Marketing Analyst responsible for data storytelling and marketing initiatives. The ideal candidate should have a strong background in SQL programming and data visualization, notably using Power BI, to drive strategic marketing goals.

This role involves transforming data into actionable insights and contributing to member growth while maintaining high-quality results. A bachelor's degree in a relevant field and at least five years of related experience are required.

Qualifications

  • 5+ years of experience in an Analyst role, ideally in marketing.
  • Experience with SQL (T-SQL preferred) and Power BI.
  • Strong communication skills.

Responsibilities

  • Develop SQL procedures and data visualizations.
  • Perform quantitative analysis and support growth objectives.
  • Collaborate with the marketing team for data-driven strategies.

Skills

SQL programming
Data analysis
Communication skills
Marketing analysis
Data visualization
Problem-solving

Education

Bachelor's degree in Data Science or related field

Tools

Power BI
Google Analytics
Adobe Analytics

Job description

Senior Marketing Analyst

Working for Pacific Service Credit Union we put people first. That includes our members, our employees and the communities we serve. We hire energetic and enthusiastic people who want to work as part of our team.

What's in it for you?

Health insurance coverage: We provide our employees with 100% premium employer-paid medical, dental, vision, disability and basic life insurance for full-time employees and a low monthly premium for eligible dependents.

401k: We contribute 3% of your base salary to your 401k account regardless of whether you contribute or not. In addition, we match 75% of your contributions up to the first 3% of eligible compensation beginning after your first day of employment and up to 6% after three years of service.

Bonus program: All employees are rewarded for attaining our annual organizational goals.

Tuition Reimbursement program for employees eligible after six months of service.

Recognition program where employees can be nominated by management, their peers or by members.

Employee referral bonus.

Student Loan Repayment Assistance: Contributions toward your student loans every month by the credit union after six months of service.

Employees are eligible to receive a consumer loan rate discount.

Vacation and sick time: Full-time employees receive more than two weeks' vacation per year, 11 paid holidays and 10 days of sick leave.

Our Hiring Process

We believe it's important for you to know where you stand in our hiring process. Below is an outline of the steps we take to make the best hires possible.

Apply: Submit your resume for one of our job openings.

Our Talent Team and our partner Total Quality Consulting (TQC Team) will review your submitted information and will call or email successful applicants for an interview as soon as possible.

In-Person Interview: After a screening call with TQC, we'll invite a final number of candidates to our office for an in-person interview or set up a live Zoom meeting with the hiring manager(s).

If we believe that you have what it takes, we'll make an offer and provide next steps in the hiring process!

About this Role

At Pacific Service Credit Union, we are committed to strategic growth through trust, innovation, and operational excellence. By empowering our internal teams with the tools and support they need to succeed, we strengthen organizational efficiency, ensure compliance, and advance our mission of enhancing member financial well-being.

The Senior Marketing Analyst is responsible for combining advanced analytical skills and data storytelling with exceptional marketing and entrepreneurial acumen. This role requires a strong ability to create, prove and execute new initiatives within the marketing department. This position provides comprehensive marketing data analysis, reporting, and predictive insights that support the credit union's member growth, product adoption, and strategic marketing objectives. It requires exceptional attention to detail and a strong willingness to take on new challenges with enthusiasm and accountability for the business's performance. The Senior Marketing Analyst demonstrates a proven ability to handle multiple priorities and meet firm deadlines, applies creative and innovative problem‑solving skills, remains self‑motivated and proactive, and maintains composure under pressure. This role is responsible for transforming raw data into actionable insights that drive marketing decisions and strategies.

This role requires an organized and dependable individual with strong communication skills and the ability to complete tasks accurately and on time. The position supports the team and organization by assisting with day‑to‑day activities, completing assigned projects, and contributing to efforts that advance organizational goals and uphold core values, while enhancing member/service outcomes.

Essential Job Functions

  • Develop and program complex SQL stored procedures, views, and functions using Transact Structured Query Language (T‑SQL), best practices and efficient coding techniques.
  • Perform duties using system development lifecycle (SDLC), including eliciting requirements from stakeholders, creating prototypes, developing code, conducting UAT, and delivering data visualizations in PowerBI reports and/or PowerPoint presentations.
  • Perform quantitative analysis and apply technological data mining and analysis of marketing and growth objectives.
  • Develop forecasting models to support campaign budgeting and member growth projections.
  • Develop analytical models for churn analysis, member lifetime value, and return on ad spend (ROAS).
  • Develop and maintain analytical reports, dashboards, and visualizations to track key performance indicators (KPIs) related to campaign performance, product penetration, and member segmentation.
  • Design and implement solutions, leveraging digital analytic tools to monitor website usage, funnel conversion, and online banking behavior.
  • Drive and own research initiatives, applying sound judgement to identify trends, patterns, and anomalies in marketing and member behavior that can inform strategic decisions or highlight optimization opportunities.
  • Exercise discretion when analyzing data to ensure the accuracy, consistency, and integrity of data by performing regular data quality checks.
  • Consult with the marketing team in driving solid business processes, which will help promote high‑quality data.
  • Demonstrate the ability to work in a collaborative environment, building strong and effective relationships with team members, department leadership, and key stakeholders while exhibiting excellent communication skills. Lead data visualization and storytelling efforts, presenting findings and insights to both technical and non‑technical stakeholders, providing independent decisions and clear data‑driven recommendations.
  • Use independent judgement and demonstrate autonomy, self‑manage multiple projects, and play an interactive role in effectively executing duties as outlined.
  • Identify opportunities to streamline reporting and analysis processes, automating repetitive tasks where possible.
  • Maintain a comprehensive understanding of business processes across the entire organization and how they interrelate.
  • Contribute to company innovation and continuous improvement. Foster a culture of evolution by adapting to changes, optimizing processes, and contributing to the growth and success of the organization.
  • Demonstrate accountability in your work by taking ownership of responsibilities, setting clear goals, meeting deadlines, and delivering high‑quality results. Act with integrity, follow through on commitments, and uphold professional standards.
  • Support and uphold company culture by aligning your work with the credit union's mission and values, contributing to a positive, high‑performing environment.
  • Demonstrate dependable performance including attendance and punctuality, recognizing that it is essential to organizational excellence and operational success.
  • Comply with all anti‑money laundering laws, including the Bank Secrecy Act, OFAC regulations, and the USA PATRIOT Act, as well as all related policies and procedures.

Supporting Functions

  • Provide back‑up and support to management, as directed.
  • Performs special projects and other responsibilities, as directed.

Competencies

The following competencies are essential for success in this role:

Job knowledge: Demonstrates solid job expertise; learns and applies new skills effectively; works with minimal supervision; understands how work impacts others; uses resources efficiently.

Effective communication: Communicates clearly and concisely; tailors messages to audience needs; engages listeners; keeps stakeholders informed.

Problem solving: Identifies issues early; gathers and analyzes information effectively; develops alternatives; resolves problems promptly; contributes productively to group solutions.

Quality of work: Delivers accurate, thorough work; proactively reviews processes; prevents recurring issues; ensures deliverables meet all standards, expectations, and deadlines.

Member focus: Shows courtesy and professionalism; manages difficult situations constructively; meets commitments; responds promptly; seeks feedback to improve service.

Collaboration: Builds strong working relationships; demonstrates tact and professionalism; supports others; works cooperatively; helps resolve conflicts productively.

Execution: Translates strategy into action; pursues goals with focus and urgency; commits the necessary effort; implements plans efficiently and delivers results within required timeframes.

Required Minimum Qualifications

Education:

  • Bachelor's degree in Data Science, Computer Science, Information Technology, Economics, Information Systems, Statistics, Applied Mathematics, Finance, Accounting, or related field, required.

Experience:

  • Minimum five years of experience in an Analyst role (ideally in marketing, business, or financial services), SQL programming skills (T‑SQL Preferred) and applying math/statistics to data modeling, required.
  • Two years or recent experience working with Power BI.
  • Experience working in a fast‑paced, startup like environment where agility is expected.
  • Experience working in cloud technologies (Azure Preferred).
  • Experience in Google Analytics or Adobe Analytics.
  • Excellent oral and written communication skills, required.
  • Must be proficient in computer programs (e.g., Microsoft Office Suite).

Preferred Qualifications

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