Campaign Insights Analyst
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Job Description
Analyze marketing campaign performance and translate data into actionable insights for financial institutions. Collaborate with teams to craft narratives and visualize results effectively.
Responsibilities:
- Analyze campaign performance (matchbacks, segment/offer results, etc) to distill the why behind the what—cohorts, lift, incrementality signals, creative/offer splits, geo or branch patterns, time trends, and more.
- Build the story: draft the executive “headline,” structure the narrative (Context → Signal → So What → Now What), and create speaker notes for AEs/Client Strategists.
- Visualize with Tableau: produce clean, reusable dashboards and export-ready visuals (no chart junk, brand-on, executive-friendly).
- Own readout assets: monthly performance summaries, QBR slide sections, one-pagers, win/loss insight briefs, and a living “pattern library” of best-practice visuals.
- Partner tightly with AEs & Client Strategists to align on hypotheses and the decisions a readout must enable—before you ever open a dataset.
- Operational excellence: uphold SLAs, QA your work, and maintain a small component library (templates, color scales, annotations) to speed future builds.
- AI-forward workflow: use AI for exploratory analysis, rapid storyboard drafts, code review/snippets, narrative polishing, and outlier detection—responsibly and transparently.
Requirements:
- 2–4 years in data analysis, marketing analytics, or BI.
- Tableau (hands-on)—calculated fields, LODs, parameter controls, level-appropriate performance tuning, export quality.
- SQL (Required)—joins, windows, aggregations; comfort profiling messy matchback files and campaign tables.
- Statistics & testing basics—confidence intervals, practical significance, A/B testing pitfalls, cohort analysis.
- Communication—tight executive writing, structured narratives, clear speaker notes.
- AI—hands-on with AI for EDA/storyboarding/visual drafts or strong appetite to learn quickly.
- Nice to Have
- Python or R for quick EDA (pandas/dplyr), tidy data, and chart exports; regex & data cleaning.
- Experience with marketing performance data (direct mail, paid social, display, online video), attribution trade-offs, and incrementality concepts
Benefits:
- Position is eligible for an annual bonus incentive program
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