What are the responsibilities and job description for the Sr Analyst, Marketing & Retention position at BCU?
As an employer, BCU models the dynamic assets of a top workplace, including confidence in company leadership, competitive compensation and benefits, employee development, workplace flexibility, and a passionate employee culture supporting a unified vision. At the Credit Union, you'll have a career in a growing organization and an environment that supports your professional and personal growth.
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SALARY
This position has a base salary range of $80,000 - $120,000 USD Annual. This range represents the expected base salary range for this position. The actual salary may vary based upon several factors including, but not limited to, relevant skills/experience and time in the role.
Summary
This role plays a critical role in driving long-term engagement by translating data into clear insights and strategic action. This role partners closely with marketing and several other internal teams to understand member behavior, optimize acquisition and re-engagement efforts, and translate insights into actionable strategies. It goes beyond reporting to shape strategy—helping BCU understand what’s working, what’s not, and where to invest for the greatest impact. Success requires analytical thinking, strong data storytelling, and comfort working in a fast- paced, cross-functional environment.
Role and Responsibilities
- Collaborate with marketing and business partners to design and build target audiences across email, direct mail, social media, push notifications, mobile app advertising, and other paid media channels, using demographic, psychographic, behavioral, and financial segmentation.
- Analyze member behavior, lifecycle journeys, and segment performance to identify high‑value and high‑risk members, uncover root causes of attrition, and surface retention and re‑engagement opportunities.
- Measure and evaluate the effectiveness of marketing campaigns and initiatives using segmentation, attribution, and funnel analysis, quantifying impact on engagement, growth, retention, and revenue.
- Design, develop, and own data visualizations, dashboards, and reporting that track campaign performance, channel effectiveness, retention KPIs, ROI, click‑through and conversion rates, and Active‑to‑Dormant lifecycle movement.
- Maintain and enhance churn prediction models, audience selection logic, and early‑warning indicators to enable proactive outreach and re‑engagement strategies.
- Translate complex analyses into clear, actionable insights and recommendations, presenting findings to leadership and marketing partners, and supporting implementation of data‑driven strategies.
- Ensure data quality, integrity, and consistency across analyses and reporting; partner with data and technology teams to support multi‑channel data integration across CRM, CDP (e.g., Salesforce Data 360), digital banking, and marketing platforms.
- Manage analytics intake and delivery, scoping requests, prioritizing work, and balancing multiple initiatives while providing timely insights.
- Continuously identify opportunities to improve analytics tools, processes, and methodologies, including leveraging AI‑enabled analytics, CDP capabilities, and automation within Salesforce ecosystems to accelerate insight generation and decision‑making.
- Provide ad‑hoc analytics, insights, and reporting support to the marketing team, proactively addressing emerging questions and analytical needs.
Qualifications and Education Requirements
- Bachelor’s degree in Business, Marketing, Analytics, Data Science, Economics, or related field.
- 3 years of experience in an analytical role, with experience in financial services a plus.
- 2 years of experience working with relational databases, including writing SQL queries and building dashboards and visualizations in Power BI.
- Advanced proficiency in Microsoft Excel, including pivot tables and complex formulas.
- Preferred experience working with CRM and marketing automation platforms such as Salesforce and Salesforce Marketing Cloud, supporting audience segmentation, campaign measurement, and lifecycle journeys.
- Preferred experience with Customer Data Platforms (CDPs), such as Salesforce Data 360 or similar solutions, including unifying member data across channels and systems.
- Familiarity with AI-enabled analytics tools, or a strong interest in applying AI to accelerate data analysis and insight generation.
- Ability to connect performance metrics to business outcomes, including revenue impact, member retention, and initiative effectiveness.
- Solid understanding of marketing analytics, including audience segmentation, member lifecycle and journeys, attribution, and funnel metrics (lead generation, campaign performance, conversion rates).
- Strong analytical storytelling skills, with the ability to translate complex data into clear, actionable insights for diverse audiences.
- Strong collaboration and communication skills, with the ability to partner cross functionally and manage multiple priorities.
- Curiosity and interest in innovation, including continuous learning and new approaches to analytics.
BCU Shared Values:
We foster an environment of INCLUSION. All individuals are treated fairly and respectfully, have equal access to opportunities and resources, and can contribute fully to the organization's success. We act with INTEGRITY. We follow the golden rule without exception. We display COURAGE in our convictions. We drive innovation, reaching beyond boundaries and thoughtfully explore new horizons. We excel through COLLABORATION. By working as one, sharing information and seeking solutions, we deliver exceptional outcomes. We WOW our members. We focus intensely on putting the member first, delivering extraordinary experiences that create lasting relationships inside and outside the organization.
We value relationships and referrals and are committed to creating the best work environment possible. From our casual dress code to flexible work arrangements, we’ve created a unique and inclusive culture that supports a healthy work/life balance. For this reason and more, BCU has been named a 2023 Gallup Exceptional Workplace Award Winner. #LoveBCU
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Salary : $80 - $120