Lead, Data Analyst (Fintech)

Location: Manila, Philippines; onsite

Company

Axos delivers technology-driven financial tools and services for individuals, small businesses, and companies, with Axos Financial publicly traded on the New York Stock Exchange.

What you will do

• Analyze marketing and sales lead performance across sources, nurture journeys, MQL-to-SQL-to-opportunity-to-closed or funded conversion, follow-up SLAs, stages, segments, and channels; recommend improvements to nurturing, scoring, and routing.
• Build and maintain SQL and Databricks queries, certified datasets, metric definitions, and Tableau or Databricks dashboards for Marketing and Sales reviews.
• Support campaign planning and readouts through segment, channel, audience, journey, and target-performance analysis.
• Conduct market and campaign research with Claude and other approved AI tools, producing cited and validated briefs from industry reports, news, and product and rate information.
• Prepare and enrich contact and account data, apply suppression and consent rules, validate Salesforce and source-system data, investigate anomalies, and perform QA before publication.
• Present findings and recommendations to Marketing, Sales, RevOps, and business-unit stakeholders; collaborate with U.S. and Axos Business Center sites and share knowledge.

Requirements

• Expert SQL skills, including complex joins, window functions, cohort and funnel logic, and reconciliation across systems; comfortable with Databricks Delta tables and notebooks or able to become proficient within 60 days.
• Extensive Salesforce experience as an analyst or power user, including Leads, Contacts, Accounts, Opportunities, Campaigns, lead assignment and conversion, reports, and dashboards; Salesforce Marketing Cloud or a comparable nurture platform.
• Lead nurturing and lead analytics experience, including journey and cadence design, scoring inputs, MQL and SQL definitions, and attribution of pipeline and closed business to marketing and sales activity.
• Financial services experience in banking, lending, wealth or advisory, insurance, or fintech, with an understanding of lead qualification and opportunity progression.
• Hands-on use of Claude or comparable AI tools for research, extraction, and summarization, with disciplined validation and source citation.
• Analytical rigor and attention to detail, including reconciling numbers, questioning anomalies, and testing conclusions before sharing them.
• Excellent concise written and spoken communication with business stakeholders; collaborative, humble, curious, and eager to learn and grow.
• Comfort working in a regulated environment with privacy, consent, and compliance requirements.

Nice to have

• Python with pandas, Tableau, or Databricks Genie experience.
• Experience with contact-enrichment or data-provider tools and matching or deduplicating records across systems.
• Market research experience in financial services.
• Bachelor's degree in Business, Finance, Economics, Marketing Analytics, Information Systems, or a quantitative field, or equivalent experience.
• 3+ years of experience in marketing, sales, or revenue analytics.

Culture & Benefits

• Work onsite in Manila as part of Axos Business Center.
• Collaborate with U.S.-based analytics business partners, data engineering, Marketing, Sales, RevOps, and business-unit stakeholders.
• Use approved AI-assisted tools with careful validation of every output.
• Employment offers are contingent on successful credit, criminal background, medical, and drug screening.
• Reasonable accommodations are available for qualified individuals with disabilities.