Sales & Marketing Analyst

The Sales and Marketing Analyst’s role is to design data modeling/analysis services used to mine enterprise systems and applications for knowledge and information that support sales and marketing initiatives. This individual is also responsible for assisting in building, deploying, and maintaining data support tools, metadata inventories, and definitions for database file/table creation. This role will partner with key stakeholders in Sales and Marketing to support the overall business needs of these departments, including but not limited to sales and marketing performance reporting, goal maintenance, lead management, sales pipeline management, sales incentive support, sales and marketing campaigns analysis, sales contests, sales portfolios, market and branch analytics, member trends, and CRM management.

The position requires strong knowledge of financial products, such as loans and shares.

• Devises, develops, and deploys required data queries in response to strategic objectives, business initiatives and business needs to understand and improve performance.
• In conjunction with data owners and department managers, develops data models and protocols for mining production databases
• Assists in the development of data management policies and procedures.
• Identifies research questions, problem solves using data analysis, and communicates the results to various stakeholders
• Collaborates with cross-functional teams to understand data requirements and implement solutions that meet business needs
• Queries and extracts data from KEMBA’s data warehouse (Snowflake), Jack Henry core, and related systems to support marketing and sales requests
• Develops and maintains recurring dashboards and reports in Power BI that visualize key marketing and sales metrics (member growth, product penetration, campaign ROI, pipeline conversion, etc.)
• Automates and optimizes recurring data processes, improving accuracy and efficiency across departments
• Partners with Marketing to build and analyze campaign performance reports (digital, direct, branch, and product campaigns)
• Supports Sales leadership with dashboards and data pulls that track pipeline activity, conversion rates, and member engagement
• Identifies opportunities for cross-sell, upsell, and member segmentation using existing data
• Provides ad-hoc analysis and recommendations to guide strategic initiatives such as deposit growth, loan acquisition, or branch performance
• Accurately inputs, updates, and maintains data within manual tables as needed to support reporting requirements
• Builds and maintains sales performance reporting suite, such as scorecards, with supporting detail and trend views
• Processes data corrections that impact sales performance results to ensure incentive can be calculated and paid on time; researches associate questions about sales results and solve any upstream data issues
• Owns Sales Lead Development, Distribution and Reporting; creates ad hoc calling leads; loads leads into leads tool, maintains and analyzes lead campaign effectiveness
• Identifies and communicates the time and resources needed to achieve required results
• Works closely with data governance teams to enforce data policies and standards
• Assists in the design of databases and data warehouses to ensure interoperability with BI solutions
• Communicates complex technical concepts to non-technical stakeholders in a clear and understandable manner
• Conducts job duties and responsibilities according to the organization’s business systems development methodology and/or its Systems Development Life Cycle (SDLC) methodology
• Troubleshoots BI tools, systems, and software; performance-tune these applications as necessary
• Acts as evangelist for BI benefits across the organization; promote BI usage to relevant departments
• Acts as the subject matter expert for produced reports and underlying data
• Solicits feedback through daily interactions with Sales and Marketing teams to understand business priorities and apply this knowledge to task prioritization
• Helps drive discipline and accuracy around CRM data entry and pipeline management
• Monitors data management system details within the database, including…