Marketing Analyst

TL;DR

Marketing Analyst (CRM/Marketing Analytics): Operating institutional data and CRM platforms to build segmented, personalized outreach programs and measure funnel performance with an accent on marketing automation, audience strategy, and attribution. Focus on designing workflows, connecting campaign activity to pipeline outcomes, and using AI-assisted tools to improve outreach efficiency and conversion.

Location: United States of America

Salary: $80,000–$110,000 base salary, plus comprehensive health and dental benefits.

What you will do

• Maintain and enrich institutional databases covering allocators, family offices, RIAs, endowments, and foundations.
• Own CRM architecture, contact records, deal pipelines, lifecycle stages, workflows, and automated email sequences.
• Build segmented audience lists and multi-touch campaigns tailored to investor personas.
• Design dashboards and reporting for pipeline health, campaign performance, attribution, channel contribution, and funnel conversion.
• Audit and optimize the marketing and sales funnel through testing, re-engagement programs, and campaign diagnostics.
• Partner with sales and investor relations to align CRM-driven outreach with live relationship development.

Requirements

• 3–6 years of experience in marketing operations, revenue operations, or a related role.
• Experience with CRM architecture, sophisticated workflows, data hygiene, segmentation, and troubleshooting.
• Experience using data intelligence platforms to build prospect lists and enrich CRM records.
• Comfort with CSV manipulation, workflow logic, basic HTML for email, and API-level thinking.
• Strong analytical, detail-oriented, and communication skills, including the ability to translate findings into recommendations.
• Experience in financial services, asset management, or complex B2B sales environments is preferred.

Nice to have

• Data-driven SEO specialization and institutional data platform experience.
• Familiarity with alternatives, hedge funds, private equity, or wealth management audiences.
• Knowledge of email deliverability, marketing automation, paid advertising, account-based marketing, programmatic advertising, or intent data platforms.
• Marketing automation or paid advertising certifications.

Culture & Benefits

• Permanent position with a strategic, data-driven, and systems-oriented focus.
• Opportunity to use AI tools for content drafting, segmentation, personalization, and outreach optimization.
• Comprehensive health and dental benefits.