What are the responsibilities and job description for the Senior Performance Marketing Analyst position at Vestwell?
Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and nearly 1.5 Million active savers, with over $30 billion in assets saved across all 50 United States.
Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities.
Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com
Who are we looking for?
The Vestwell team is growing! We are looking for a strategic and data-driven performance marketing analyst to serve as the analytical backbone of our marketing team.
You’ll take charge of building impactful drip campaigns, maintaining our contact database and data flows, and creating engaging landing pages and demo forms. Your keen eye for detail will help us generate insightful marketing reports that drive our success. You’ll monitor the entire marketing funnel—from lead generation all the way to opportunity close—ensuring that every step is optimized for maximum impact.
You’ll work closely with our finance and sales teams to align our marketing strategies with our overarching business goals. Reporting to our head of marketing growth, you’ll play a crucial role in steering our marketing initiatives and helping us achieve extraordinary growth.
What will you be doing?
Our Benefits
We’re a growth stage startup with lots of exciting milestones ahead. We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and generous vacation offering. We have adopted a hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in midtown Manhattan so everyone has a setting that is the most productive for them. We provide our team with all the equipment they need (plus a few perks!) to work effectively remotely. Oh, and naturally we have a great 401(k) plan!
OUR PROCESS
It starts the same for every candidate: getting to know the team members through 1 - 2 conversations about Vestwell, your experience, and your interests. Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well. Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer. We prioritize transparency and lack of surprise throughout the process.
For your awareness you will only receive correspondence from recruiting@vestwell.com any other domain not ending in Vestwell.com is not our Recruitment team.
Vestwell’s Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell’s California Privacy Rights Policy.
Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities.
Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com
Who are we looking for?
The Vestwell team is growing! We are looking for a strategic and data-driven performance marketing analyst to serve as the analytical backbone of our marketing team.
You’ll take charge of building impactful drip campaigns, maintaining our contact database and data flows, and creating engaging landing pages and demo forms. Your keen eye for detail will help us generate insightful marketing reports that drive our success. You’ll monitor the entire marketing funnel—from lead generation all the way to opportunity close—ensuring that every step is optimized for maximum impact.
You’ll work closely with our finance and sales teams to align our marketing strategies with our overarching business goals. Reporting to our head of marketing growth, you’ll play a crucial role in steering our marketing initiatives and helping us achieve extraordinary growth.
What will you be doing?
- HubSpot enthusiast with a deep understanding of its functionalities and proficient in designing drip campaigns and landing pages.
- Maintain and optimize the contact database, ensuring data accuracy and segmentation for targeted marketing campaigns.
- Manage marketing automation tools (e.g., HubSpot, Salesforce) to streamline processes, improve efficiency, and enhance lead nurturing.
- Collaborate with content creators to develop messaging that resonates with the target audience while adhering to industry regulations.
- Generate detailed reports and dashboards to track key performance indicators (KPIs) such as lead generation, conversion rates, and ROI.
- Monitor and analyze the marketing funnel, identifying bottlenecks and opportunities for improvement.
- Conduct A/B testing and other experiments to optimize marketing campaigns and strategies; Gather feedback from stakeholders to refine processes and improve outcomes.
- Work closely with Sales, Finance, and Product teams to ensure alignment of marketing initiatives with business objectives.
- 3-5 years’ experience in performance marketing analytics or a similar role, preferably within the financial or technology industry.
- Proficiency in Hubspot and Salesforce.
- Strong analytical skills with the ability to interpret complex data sets and generate insights.
- Experience in developing and implementing comprehensive dashboards to monitor marketing funnel performance in Tableau or Sigma.
- Ability to manage multiple projects and meet deadlines in a fast-paced environment.
- Detail-oriented with a strong focus on accuracy and quality of work.
Our Benefits
We’re a growth stage startup with lots of exciting milestones ahead. We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and generous vacation offering. We have adopted a hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in midtown Manhattan so everyone has a setting that is the most productive for them. We provide our team with all the equipment they need (plus a few perks!) to work effectively remotely. Oh, and naturally we have a great 401(k) plan!
OUR PROCESS
It starts the same for every candidate: getting to know the team members through 1 - 2 conversations about Vestwell, your experience, and your interests. Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well. Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer. We prioritize transparency and lack of surprise throughout the process.
For your awareness you will only receive correspondence from recruiting@vestwell.com any other domain not ending in Vestwell.com is not our Recruitment team.
Vestwell’s Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell’s California Privacy Rights Policy.
Salary : $95,000 - $115,000
