Job description
Marketing Analyst
About the Role
We are looking for a Marketing Analyst who thinks like a strategist and operates like a technologist, someone who knows how to get the right message to the right audience at the right moment. This is a data driven, systems oriented position for someone who enjoys making outreach smarter, faster, and more measurable.
You will be the primary operator of our institutional data platform and CRM, turning raw prospect intelligence into well timed, personalized outreach across every stage of the funnel. You will work closely with sales and investor relations to ensure leads are properly segmented, sequences are optimized, and high value relationships are maintained.
Database Management
Marketing Analytics and Reporting
80,000 to 110,000 base salary, commensurate with experience, plus comprehensive benefits including health and dental
About the Role
We are looking for a Marketing Analyst who thinks like a strategist and operates like a technologist, someone who knows how to get the right message to the right audience at the right moment. This is a data driven, systems oriented position for someone who enjoys making outreach smarter, faster, and more measurable.
You will be the primary operator of our institutional data platform and CRM, turning raw prospect intelligence into well timed, personalized outreach across every stage of the funnel. You will work closely with sales and investor relations to ensure leads are properly segmented, sequences are optimized, and high value relationships are maintained.
Database Management
- Maintain, segment, and continuously enrich our institutional database of allocators, family offices, RIAs, endowments, and foundations
- Build and refine audience lists for targeted campaigns based on allocator type, AUM, mandate, and activity signals
- Monitor platform updates and new data releases to surface emerging prospects for sales
- Develop protocols for data hygiene, deduplication, and contact lifecycle management
- Own the architecture and day to day management of our CRM, including contact records, deal pipelines, lifecycle stages, and custom properties
- Build and maintain automated email sequences, workflows, and nurture programs across the full funnel
- Design dashboards that give leadership real time visibility into pipeline health, campaign performance, and engagement
- Ensure clean, bi directional data flow between platforms, eliminating manual re entry
- Manage list imports, segmentation, and enrollment logic for outbound campaigns
- Audit the marketing and sales funnel to identify drop off points, re engagement opportunities, and under served segments
- Design multi touch cadences tailored to specific investor personas
- Partner with sales to align CRM driven sequences with live outreach
- Test subject lines, formats, timing, and CTAs to improve open, click, and conversion rates
- Track and report on campaign attribution, connecting marketing touches to pipeline outcomes
- Use AI tools to accelerate content drafting, segmentation, personalization at scale, and outreach optimization
- Evaluate new marketing automation or AI powered tools that could improve efficiency or reach
- Stay current on how peer firms in alternatives are using data and automation in investor relations marketing
Marketing Analytics and Reporting
- Own marketing analytics infrastructure including search console, analytics, CRM reporting, and paid social dashboards
- Build and maintain a master performance dashboard covering pipeline influence, channel contribution, cost per lead, and funnel conversion
- Develop attribution models connecting paid and organic touches to pipeline outcomes
- Deliver regular reports to leadership including weekly campaign snapshots, monthly channel deep dives, and quarterly strategic reviews
- Serve as the team's analytical resource for audience sizing, campaign feasibility, competitive benchmarking, and funnel diagnostics
- 3 to 6 years of experience in marketing operations, revenue operations, or a related role, ideally in financial services, asset management, or a B2B firm with a complex sales cycle
- A CRM power user who can build sophisticated workflows, maintain clean architecture, and troubleshoot issues
- Experienced with data intelligence platforms used to build prospect lists and enrich CRM records
- Someone who thinks in funnels, asking where an audience is in the journey before deciding what to send
- Comfortable with data and light technical work including CSV manipulation, workflow logic, basic HTML for email, and API level thinking
- Detail oriented, understanding that in financial services an incorrect contact record or mistimed outreach can cost a relationship
- A clear communicator who can translate data findings into plain language recommendations for both marketing and sales stakeholders
- Data driven SEO specialization
- Direct experience with institutional data platforms
- Familiarity with alternatives, hedge funds, private equity, or wealth management audiences
- Knowledge of email deliverability best practices
- Marketing automation certification
- Paid advertising certification
- Experience with account based marketing platforms or strategies
- Familiarity with programmatic advertising or intent data platforms for financial services audiences
80,000 to 110,000 base salary, commensurate with experience, plus comprehensive benefits including health and dental
