Marketing Analyst

📌 Core Information

🔹 Job Title: Marketing Analyst

🔹 Company: Advancial Federal Credit Union

🔹 Location: Dallas, Texas, United States

🔹 Job Type: Full-Time, Hybrid

🔹 Category: Marketing

🔹 Date Posted: May 28, 2025

🔹 Experience Level: 2-5 years

🔹 Remote Status: On-site with remote flexibility

🚀 Job Overview

Key aspects of this role include:

• Analyzing and interpreting data to drive marketing strategies
• Managing strategic initiatives and projects
• Collaborating with cross-functional teams to inform business decisions
• Developing and maintaining reporting pipelines and dashboards

ASSUMPTION: This role requires strong analytical skills and experience with data analysis tools. It also involves working with various teams, so excellent communication skills are crucial.

📋 Key Responsibilities

✅ Use SQL to extract, clean, and analyze large datasets from internal databases and data warehouses

✅ Transform raw data into clear reports and insights using business intelligence tools such as Alteryx and Power BI

✅ Analyze member behavior and identify trends, patterns, and opportunities to inform marketing strategies and business decisions.

✅ Develop and maintain reporting pipelines and dashboards that consolidate data from multiple marketing and operational systems.

✅ Work with stakeholders across marketing, product, and leadership teams to define metrics, track campaign performance, and recommend improvements.

✅ Support the planning and execution of marketing automation workflows

✅ Monitor existing and emerging member trends and market conditions to support acquisition, retention, and loyalty strategies.

✅ Create and refine member segmentation models based on profitability, behavior, and demographic data.

✅ Collaborate with internal teams to align marketing insights with creative and communication efforts.

✅ Prepare clear reports and presentations with charts, graphs, pivot tables, and infographics for leadership and board-level review.

✅ Conduct geographic and spatial analysis using GIS software for market targeting and opportunity identification.

✅ Manage project timelines and deliverables across multiple initiatives, both independently and with cross-functional teams.

✅ Maintain relationships with third-party data providers and ensure data integrity across platforms.

✅ Provide ad hoc analysis and insights to support business cases and leadership decision-making.

✅ Support operational execution and post-program analysis of direct marketing initiatives.

ASSUMPTION: This role requires a strong understanding of data analysis, marketing strategies, and project management. It also involves working with various teams, so excellent communication skills are crucial.

🎯 Required Qualifications

Education: Bachelor's degree (B. A.) from four-year college or university

Experience: Minimum of three years of related experience

Required Skills:

• Strong proficiency in SQL
• Advanced technical skills in Microsoft Excel or Access
• Banking experience (a plus)

Preferred Skills:

• In-depth experience in using data platforms, CRM, marketing automation, and campaign tools

ASSUMPTION: While the job listing does not specify preferred skills, having experience with data platforms, CRM, marketing automation, and campaign tools would be beneficial for this role.

💰 Compensation & Benefits

Salary Range: $77,000 to $96,000 annually (based on relevant experience)

Benefits:

• 401(k) matching
• Health, dental, and vision insurance
• Paid time off (vacation, sick, and holidays)
• Employee assistance program
• Tuition reimbursement

Working Hours: Full-time, 40 hours per week. The role offers remote flexibility, but on-site presence is required.

ASSUMPTION: The salary range provided is based on the job listing. Benefits information is based on industry standards for similar roles and company size.

📌 Applicant Insights

🔍 Company Context

Industry: Advancial is a financial services company, specifically a federal credit union, which is a not-for-profit, member-owned financial cooperative.

Company Size: Advancial has 201-500 employees, which means it offers a mid-sized company culture with opportunities for growth and collaboration.

Founded: Advancial was founded in 1937 and has since grown to become one of the oldest and largest credit unions in the country.

Company Description:

• Advancial is a full-service financial institution providing personal, convenient, and advanced financial services to individuals and select group partners.
• The company's mission is to create lasting value for its members through superior service, quality products, and innovative solutions.
• Advancial has been named a Best Company to Work for in Texas for nine consecutive years and a Best and Brightest Company to Work For nationally and locally.

Company Specialties:

• Personal banking services
• Business banking services
• Investment services
• Insurance services

Company Website: http://www.advancial.org

ASSUMPTION: Advancial's focus on member value and positive employee experience makes it an attractive place to work for those interested in the financial services industry.

📊 Role Analysis

Career Level: This role is suitable for early to mid-career marketing analysts looking to gain experience in a financial services environment.

Reporting Structure: The Marketing Analyst reports to the Marketing Director and works closely with various teams, including marketing, product, and leadership teams.

Work Arrangement: This role offers remote flexibility but requires on-site presence, making it a hybrid work arrangement.

Growth Opportunities:

• Advancial's mid-sized company structure offers opportunities for career progression within the marketing department or other departments within the organization.
• The role's focus on data analysis and strategic initiatives can lead to career advancement in data analysis, marketing management, or other related fields.

ASSUMPTION: Advancial's positive company culture and opportunities for growth make it an attractive choice for marketing professionals looking to advance their careers.

🌍 Location & Work Environment

Office Type: Advancial's headquarters is located in a modern office building in Dallas, Texas.

Office Location(s): 10000 N. Central Expy., Ste. 1400, Dallas, TX 75231, US

Geographic Context:

• Dallas, Texas, is a large metropolitan area with a diverse economy and a thriving job market.
• The city offers a range of housing options, cultural attractions, and recreational activities.
• Dallas has a humid subtropical climate, with mild winters and hot summers.

Work Schedule: The role follows a standard full-time work schedule, with remote flexibility for certain tasks.

ASSUMPTION: Dallas offers a vibrant and dynamic work environment, with a range of cultural and recreational opportunities for professionals.

💼 Interview & Application Insights

Typical Process:

• Online application submission
• Phone or video screen with the HR department
• In-person or virtual interview with the Marketing Director
• Final interview with key stakeholders
• Background check and offer extension

Key Assessment Areas:

• Data analysis skills
• Marketing strategy understanding
• Project management skills
• Communication and collaboration skills

Application Tips:

• Highlight relevant data analysis and marketing experience in your resume and cover letter.
• Prepare examples of data-driven marketing strategies or projects you've worked on in the past.
• Research Advancial's mission and values to demonstrate your cultural fit during the interview.

ATS Keywords: SQL, data analysis, marketing strategy, project management, CRM, business intelligence, member segmentation, GIS software, campaign performance, trend identification

ASSUMPTION: Advancial's interview process is designed to assess candidates' technical skills, marketing strategy understanding, and cultural fit within the organization.

🛠️ Tools & Technologies

• SQL
• Alteryx
• Power BI
• CRM (e.g., Salesforce, Microsoft Dynamics 365)
• Marketing automation tools (e.g., Marketo, HubSpot)
• GIS software (e.g., ArcGIS, QGIS)

ASSUMPTION: The tools and technologies listed are based on the job description and industry standards for similar roles. The specific tools used may vary depending on the company's tech stack.

👔 Cultural Fit Considerations

Company Values:

• Member-focused
• Integrity
• Excellence
• Collaboration
• Innovation

Work Style:

• Data-driven
• Collaborative
• Adaptable
• Results-oriented

Self-Assessment Questions:

• Do you have a strong passion for data analysis and using data to drive marketing strategies?
• Are you comfortable working with various teams and stakeholders to achieve common goals?
• Do you thrive in a dynamic and collaborative work environment?

ASSUMPTION: Advancial's company values and work style emphasize member focus, collaboration, and data-driven decision-making, making it an attractive choice for marketing professionals who share these values.

⚠️ Potential Challenges

• The role requires strong analytical skills and experience with data analysis tools.
• Working with various teams may require navigating different priorities and perspectives.
• The role may involve working with large datasets, which can be time-consuming and complex.
• The hybrid work arrangement may require balancing on-site and remote work effectively.

ASSUMPTION: These challenges are common in marketing analyst roles and can be overcome with strong technical skills, excellent communication, and effective project management.

📈 Similar Roles Comparison

• Marketing Analyst vs. Marketing Coordinator: The Marketing Analyst role focuses more on data analysis and strategic initiatives, while the Marketing Coordinator role is more focused on day-to-day marketing tasks and campaign execution.
• Marketing Analyst vs. Data Analyst: The Marketing Analyst role is specific to the marketing department, while the Data Analyst role can be found across various departments within an organization. The Marketing Analyst role requires a strong understanding of marketing strategies and campaigns.
• Career Path: Marketing Analyst roles can lead to career advancement in data analysis, marketing management, or other related fields. With experience, marketing analysts may progress to roles such as Marketing Manager, Director of Marketing, or Chief Marketing Officer.

ASSUMPTION: These comparisons provide a general overview of similar roles and career paths in the marketing field. The specific requirements and responsibilities may vary depending on the organization and industry.

📝 Sample Projects

• Developing a member segmentation model based on profitability, behavior, and demographic data to inform targeted marketing campaigns.
• Analyzing campaign performance data to identify trends, optimize marketing strategies, and maximize return on investment.
• Conducting geographic and spatial analysis using GIS software to identify market opportunities and optimize branch locations.

ASSUMPTION: These sample projects are based on the job description and industry-standard marketing analyst responsibilities. The specific projects may vary depending on the organization's needs and priorities.

❓ Key Questions to Ask During Interview

• Can you describe a typical day or week in this role?
• How does this role collaborate with other marketing teams and departments within the organization?
• What are the most important priorities for this role in the first 30, 60, and 90 days?
• How does Advancial support the professional development and growth of its marketing analysts?
• What are the key performance indicators (KPIs) used to measure success in this role?

ASSUMPTION: These interview questions are designed to provide insight into the day-to-day responsibilities, team dynamics, performance expectations, and growth opportunities for the Marketing Analyst role at Advancial.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through this link
• Tailor your resume and cover letter to highlight your relevant data analysis and marketing experience.
• Prepare examples of data-driven marketing strategies or projects you've worked on in the past.
• Research Advancial's mission and values to demonstrate your cultural fit during the interview.
• Follow up with the HR department one week after submitting your application to confirm receipt and express your interest in the role.

⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.