Business Intelligence Analyst

* This position is on-site in Costa Mesa, California. No relocation is available at this time.

* This position requires work eligibility without any visa requirements.

* Strong SQL and Tableau skills required.

As a Business Intelligence Analyst within the Marketing department, you will use product and market knowledge to segment members and prospects; generate marketing lists and campaigns using various internal and external data sources. Track, measure, monitor, analyze, and interpret performance data related to marketing, member acquisition, product acquisition and usage, profitability, ROMI, and more. Collect and analyze data on all marketing efforts (traditional, digital, and alternative) and acquisition channels. Perform competitive analysis.

ESSENTIAL RESPONSIBILITIES:

• Identify target segments and create marketing lists for email, direct mail, digital advertising, calling, and more, based on department or organizational goals and criteria. Utilize Segmint, Raddon, data warehouse, and other tools for segmentation.
• Work with Marketing staff to provide queries, data, or other assistance needed to deliver personalized promotions, trigger-based messages, and drip campaigns.
• Query the internal Data Warehouse to extract data for analysis and segmentation using MS-SQL; integrate other data sources and tools as needed.
• Collaborate with the Marketing team to deliver dashboards and analytics providing data-driven insights into marketing goals, campaign results, open rates, click-throughs, campaign funnels, and ROMI.
• Work with Business Intelligence and Marketing to integrate external data sources (such as Google Analytics) into comprehensive Tableau dashboards.
• Create monthly reporting of marketing efforts (traditional, digital, & alternative).
• Monitor results and effectiveness of marketing automation programs and work with the Marketing team on enhancements as appropriate.
• Collaborate with other members of the Business Intelligence team to coordinate data importing, reporting, and other tasks.
• Manage the monthly updating of the Raddon MCIF system.
• Contribute to marketing research and planning.
• Participate in other Business Intelligence projects and work on projects for other operational areas as needed.
• Perform other duties as assigned or requested.

EDUCATION/EXPERIENCE:

• BA or BS degree and 2 years of related experience in marketing data analysis, digital marketing, business intelligence, or an equivalent combination of education and experience. Proven experience with marketing segmentation and marketing automation in a financial services environment preferred.
• Proficiency in MS-SQL, Tableau, and Excel required. Experience with marketing automation platforms and marketing mix models is highly preferred. Familiarity with additional analytical tools such as SPSS and Google Analytics, and knowledge of Raddon MCIF and Symitar Episys is a plus.
• Must be a self-starter with the ability to work with little to no direct supervision. Requires strong marketing, analytical, and communication skills. Demonstrated experience working with marketing segmentation and analysis, working with data; problem-solving skills; and the ability to gather, analyze, and present data in a usable/meaningful manner.

The pay range for this position is listed above. Our pay ranges are designed to allow for candidates with various levels of experience and skill to be considered, and to allow room for growth to be achieved in a role over time. Generally, new hire salary offers fall within the minimum to midpoint of a pay range for many candidates. Any offer extended to a candidate will be based upon their individual combination of experience, knowledge, skills, and education as well as internal equity.

Financial Partners Credit Union is an equal opportunity employer and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.