Job Description:
Position Summary:
The Sr. Marketing + Product Performance Analyst leads performance measurement and insight development to support strategic decision-making across marketing, product, and business performance. This role designs scalable reporting systems, develops performance frameworks, and converts complex data into actionable insights that drive growth priorities, campaign optimization, product strategy, channel performance, and member experience improvements. As a strategic partner to Marketing, Product Strategy, Data & Analytics, Business Intelligence, and business leaders, the Sr. Analyst identifies performance drivers, evaluates outcomes, and delivers recommendations that inform planning, optimization, and performance management across the organization.
Primary Responsibilities & Duties:
- Design, build, maintain, and continuously improve performance reporting, dashboards, and scorecards that measure marketing campaigns, products, channels, member experiences, and growth initiatives while increasing automation, usability, self-service access, and stakeholder adoption.
- Translate marketing, product, and business objectives into clearly defined performance frameworks, metrics, KPIs, benchmarks, and success measures that support strategic planning, campaign optimization, product performance management, and growth priorities.
- Analyze marketing performance across acquisition, engagement, conversion, retention, cross-sell, and lifecycle initiatives to identify trends, insights, and opportunities for improvement.
- Proactively identify performance trends, emerging opportunities, and potential risks, and develop data-informed recommendations for marketing, product, channel, and resource-allocation decisions.
- Evaluate product performance across the member lifecycle, including acquisition, usage, engagement, retention, and relationship expansion, to inform marketing strategies, product positioning, and growth opportunities.
- Partner closely with the Data & Analytics team to define data requirements, identify source systems, validate reporting logic, monitor data quality, document assumptions, resolve issues, and maintain accurate, consistent, and scalable reporting standards.
- Develop forecasts, performance projections, and scenario analyses using historical trends, business assumptions, market conditions, and planned initiatives to support goal setting, resource allocation, and strategic decision-making.
- Perform research and analysis related to markets, competitors, members, products, and performance trends to identify opportunities for growth, improvement, and member value.
- Collaborate with marketing leaders, product leaders, channel owners, and cross-functional partners to provide actionable insights that inform campaign planning, product strategy, segmentation, channel decisions, and resource allocation.
- Partner with marketing and product teams to design, measure, and evaluate experiments, A/B tests, pilot initiatives, and other test-and-learn efforts by comparing outcomes against goals, identifying performance drivers, and recommending data-informed optimizations.
- Deliver timely, accurate reporting and insights that support campaign reviews, product performance discussions, executive updates, strategic planning, and decision-making at multiple levels of the organization.
- Develop data visualizations and insight narratives that clearly communicate performance results, business implications, and recommendations to both technical and non-technical audiences.
- Identify and evaluate new data sources, platforms, and tools that enhance measurement, audience insights, attribution capabilities, and business decision-making; partner with stakeholders to introduce and integrate new data capabilities into reporting and analysis.
- Stay informed on marketing analytics, product analytics, data visualization, and business intelligence practices to strengthen Everwise’s data-driven marketing and product capabilities.
Knowledge/ Skills:
- Strong analytical and consultative skills with the ability to interpret complex data, identify trends, frame business implications, and translate findings into actionable business insights.
- Knowledge of marketing and product performance measurement, including campaign analytics, channel and digital metrics, funnel performance, segmentation, personalization, member lifecycle reporting, KPI development, and product growth strategies.
- Experience developing dashboards, scorecards, recurring reports, and performance summaries that communicate insights clearly to business stakeholders.
- Ability to work with data partners and key stakeholders to define reporting requirements, understand source systems, validate data, document assumptions, and resolve data quality issues.
- Strong communication and data storytelling skills, with the ability to explain insights, implications, and recommendations to both technical and non-technical audiences.
- Knowledge of marketing channels, digital performance metrics, segmentation, personalization, campaign measurement, and product growth strategies.
- Ability to manage multiple reporting priorities, balance recurring and ad hoc requests, meet deadlines, and maintain accuracy in a fast-paced environment.
- Collaborative relationship-building skills with the ability to work effectively across Marketing, Product Strategy, Data & Analytics, Business Intelligence, Finance, Operations, Digital, and other business partners.
- Working knowledge of data warehouse environments, including data structures, source systems, data governance, data quality, and collaboration with data teams to support accurate and scalable reporting.
- Familiarity with cloud-based data environments, cloud-hosted reporting platforms, or cloud data warehouse solutions preferred.
- Strong SQL skills, including the ability to query, join, aggregate, and validate data from multiple sources to support analysis, reporting, forecasting, and data-quality investigations.
- Proficiency with Microsoft Office applications, especially Excel and PowerPoint and familiarity with data visualization, business intelligence, analytics, CRM, and marketing measurement platforms such as Qlik, Power BI, Looker Studio, Tableau, GA4, HubSpot, or similar tools.
Minimum Requirements:
- Bachelor’s degree in marketing, business analytics, data analytics, business administration, finance, economics, statistics, or a related field.
- 5+ years of experience in marketing analytics, product analytics, business analytics, data reporting, business intelligence, or related analytical role.
- Experience building dashboards, scorecards, recurring reports, or performance summaries that communicate insights to business stakeholders.
- Experience analyzing marketing, product, member, digital, campaign, customer, or financial services data.
- Experience developing forecasts, performance projections, scenario analyses, or other forward-looking models that support business planning and decision-making preferred.
- Working knowledge of data visualization, spreadsheet analysis, reporting tools, and performance measurement methodologies.
- Credit union, banking, financial services, or regulated industry experience preferred.
Everwise is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
