Performance Analyst, Marketing Intelligence

The Performance Analyst supports the Director, Marketing Intelligence by executing the daily, weekly, and monthly work that turns the function’s strategy and frameworks into intelligence the business can act on. The Analyst is the hands-on builder of the reports, dashboards, QA checks, and diagnostics that operationalize that strategy. Working in close partnership with AdTech/MarTech, Tech, Data, Digital, CRM, Procurement, Intake Operations, and Compliance, the Analyst produces the descriptive, diagnostic, and predictive outputs that ladder into monthly CMO reviews and quarterly business reviews. Success in the role is measured by the reliability, accuracy, and timeliness of execution against the function’s roadmap.

Essential Functions/Duties Performed Regularly:

• Build, run, and maintain the descriptive and diagnostic reporting layer for the marketing funnel.
• Produce the weekly reporting suite by intake source, service provider, campaign, and cohort — covering conversion timelines, contactability, opt-out behavior, and signing probability — against the agreed methodology and metrics standards.
• Run diagnostic deep dives to translate variance into operational and budget recommendations, packaging findings into a form that’s ready for review and stakeholder use.
• Maintain the self-service dashboards that allow marketing, procurement, and intake leadership to answer their own first-order questions, and uphold the metrics dictionary day-to-day so that every published metric has a single, defensible definition.
• Act as the first line of “ask the data team” for stakeholder requests: triage incoming questions, answer the routine ones, and route strategic asks to the Director.
• Track analytical adoption across the business — which dashboards are used, which insights led to documented decisions, and where stakeholders are still reverting to gut feel — and surface those patterns for the Director.
• Translate the B2C measurement framework and claimant journey analytics design into working pipelines and reporting artifacts.
• Partner with AdTech/MarTech, Tech, and Data to stitch media spend to claimant outcomes, reconcile attribution across web, behavioral, and CRM sources, and surface attribution gaps for cross-functional action.
• Build and run the nurture performance dashboard covering contact attempts, response rates, channel mix, time-to-contact, and drop-off by step; establish and maintain contact-rate and lead-to-retainer conversion baselines; and report ongoing progress against improvement targets.
• Diagnose where in the post-lead journey conversion is being lost and partner with Digital and CRM on test design to address the highest-leverage drop-off points.
• Contribute inputs into the monthly CMO journey review pack.
• Run the day-to-day lead-capture QA, predictive model operations, and pre-lead quality surveillance work that underpins the function’s measurement and forecasting agenda.
• Monitor routing accuracy, source tagging integrity, and end-to-end lead delivery; reconcile lead counts across capture, routing, and CRM systems; and escalate anomalies within SLA.
• Support the build, validation, and ongoing operation of the signed-retainer yield forecast model, benchmark forecast accuracy monthly against actuals, and surface early-warning signals on underperforming sources, cohorts, or campaigns.
• Operate the surveillance reporting layer alongside the quality control framework, triage automated alerts, produce the monthly audit packs and partner scorecards used in commercial conversations, and document partner warnings and suspensions in a format that supports FTC, state AG, and TCPA inquiries.
• Document day-to-day capability gaps and friction points in the current stack, evaluate new tooling across visualization, attribution, fraud, and customer data platforms from a practitioner’s perspective, and pilot promising tools to report real-world fit before broader rollout — feeding all findings into the function’s technology audit and roadmap.
• Other duties as assigned.

Education: Bachelor’s degree in Analytics, Marketing, Statistics, Economics, Business, or a related quantitative field, or an equivalent combination of education and experience required.

Work Experience:  3 years of experience in performance marketing analytics, ideally in lead generation, mass tort or legal services, insurance, or another high-cost-per-lead regulated B2C vertical. Experience with Python and/or dbt for warehouse modeling, familiarity with mass tort intake and the contact-rate-to-retainer funnel is preferred. Exposure to TCPA, TrustedForm, and Jornaya consent and compliance tooling is preferred. Experience with invalid-traffic / fraud detection tools and behavioral bot signals as well as forecasting experience (regression, time-series, or cohort modeling) is preferred.

Licenses or Certification:  Relevant certifications in SQL, paid media platforms, web analytics, or visualization tools are preferred.

Skills Required: 

• Strong SQL on warehouse-scale event data
• Hands-on experience joining clickstream, form, and CRM data
• Fluency with at least two web or lead analytics platforms; working experience with a lead distribution / routing platform
• Salesforce reporting fluency including custom objects
• Working knowledge of paid media platforms and click-ID architecture
• Demonstrated ability to build stakeholder-ready dashboards in Tableau, Looker, Mode, or equivalent.