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Salary: USD 105,000 - 120,000 / annual
Vestwell is a financial technology platform powering the savings economy across retirement, education, and healthcare. The company serves over 350,000 businesses and 2M active savers with $50B in assets across all 50 states.
You will serve as the primary owner of marketing analytics and reporting, partnering with Data, Product, and Revenue Technology teams. This is a hands-on analytics role focused on translating business needs into actionable insights and dashboards.
Key responsibilities:
• Own marketing analytics and reporting as the main point of contact for performance data, dashboards, recurring reporting, and measurement questions. Establish clear metric definitions and reporting standards across the marketing team.
• Understand and connect data across Google Analytics, HubSpot, and Salesforce. Map pre and post-sale data sources, identify gaps, and create a reliable reporting view of the customer journey.
• Build dashboards and recurring reports that track initiatives, campaign performance, funnel movement, and business outcomes. Maintain data quality and improve reports as needs evolve.
• Own marketing attributes used for segmentation and targeting. Partner with Product to understand attribute definitions, sources, and usage. Act as Marketing's point of contact when attributes change.
• Enable targeted campaigns by helping teams identify customer groupings and apply attributes to campaign design, audience selection, personalization, and performance analysis.
• Measure the marketing funnel by connecting upper-funnel activity to lead progression, sales outcomes, and post-sale signals. Document data and attribution limitations clearly.
• Coordinate across Marketing, Data, Revenue Technology, Product, and Engineering teams to define requirements, resolve data questions, and communicate findings in accessible terms.
This role is hands-on analytics and reporting, not software or data engineering. Success requires strong data judgment, practical dashboard-building skills, understanding of business systems, and ability to translate stakeholder needs into useful reporting.
REQUIREMENTS:
Must-have:
• 5+ years of experience in marketing analytics, marketing operations, business intelligence, or similar data-focused role
• Advanced hands-on experience with Google Analytics and HubSpot reporting, including ability to build, validate, and explain reports within each platform
• Working knowledge of Salesforce reporting and data structures, with ability to partner with Revenue Technology
• Experience building dashboards and reporting frameworks in business intelligence or data visualization tools (Tableau, Sigma, Looker)
• Experience reconciling data from multiple systems, documenting metric definitions, identifying data-quality issues, and explaining data limitations
• Experience using customer attributes, segments, or product data to support targeted marketing campaigns and measurement
• Strong analytical judgment and ability to translate business questions into clear data requirements and actionable findings
• Demonstrated ability to work across Marketing, Data, Revenue Technology, Product, and Engineering teams with different technical backgrounds
• Strong project management and communication skills with attention to accuracy, consistency, and follow-through
• Bachelor's degree in marketing, analytics, business, or related field, or equivalent practical experience
Nice-to-have:
• Experience in financial services, technology, or other regulated industries
• Relevant Google Analytics, HubSpot, Salesforce, or business intelligence certifications
• Familiarity with product or behavioral analytics tools (Amplitude, Mixpanel, Pendo)
• Basic familiarity with SQL, data warehouses, or data integration concepts
