Power workplace retirement and savings on one modern platform—401(k)s, education, and emergency savings with payroll sync across 190+ providers. Backed by Lightspeed.
About the role
The role will also own marketing attributes, the data points used to identify meaningful customer groups and support targeted campaigns. Working closely with Product and Engineering, this person will understand how attributes are defined and used, represent Marketing when attributes change, and help campaign teams apply them effectively. This role will be based in either the New York City, Austin, King of Prussia, or Scottsdale office, and will be part of Vestwell's hybrid in-office operation.
What they're looking for
- 5+ years of experience in marketing analytics, marketing operations, business intelligence, or a similar data-focused role
- Advanced hands-on experience with Google Analytics and HubSpot reporting, including the ability to build, validate, and explain reports within each platform
- Working knowledge of Salesforce reporting and data structures, with the ability to partner with Revenue Technology to obtain and apply the data Marketing needs
- Experience building dashboards and reporting frameworks in a business intelligence or data visualization tool such as Tableau, Sigma, or Looker
- Experience reconciling data from multiple systems, documenting metric definitions, identifying data-quality issues, and explaining the limits of the available data
- Experience using customer attributes, segments, or product data to support targeted marketing campaigns and measurement
More about this role
Vestwell is the financial technology company powering the new savings economy. Our 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 over 2M active savers, with over $50B in assets saved across all 50 states.
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?
Vestwell's marketing team is looking for a Senior Marketing Operations Manager to serve as the primary owner of marketing analytics and reporting. This person will partner with Data, Product, and Revenue Technology to understand the data available across Google Analytics, HubSpot, and Salesforce, bring those sources into a consistent reporting view, and build the dashboards marketing needs to measure performance and make better decisions.
The role will also own marketing attributes, the data points used to identify meaningful customer groups and support targeted campaigns. Working closely...
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