Marketing Intelligence Analyst III (Onsite)

SWBC is seeking a talented individual to advance marketing analytics by transforming data into actionable insights that fuel growth and measurable business outcomes. This high‑impact role sits at the intersection of digital innovation, data intelligence, and marketing strategy and your proactive insights are the bridge between business operations and data execution.

Why you'll love this role:

In this role, you will define stakeholder requirements, map end-to-end customer conversion processes, optimize data workflows between core platforms, and translate analytical findings into clear, proactive recommendations that maximize channel efficiency and substantiate marketing ROI. You will join a collaborative marketing organization that partners closely with business leaders and cross‑functional teams to collectively maximize community interactions and business outcomes, with data-informed recommendations that unlock solutions and strategies for SWBC clients and prospects. This role values clear methodology, proactive problem‑solving, and strong collaboration.

Essential duties will include the following:

Partner with executive stakeholders, marketing leadership, and cross‑functional teams to deliver data‑driven insights that guide performance measurement, optimization, and decisions.
Act as the analytical translator for the department, capturing ambiguous business questions and scoping them into structured data requirements, clear KPIs, and functional project blueprints.
Map and monitor end-to-end customer conversion processes and operational workflows across MarTech platforms and databases to identify performance trends.
Define the functional logic and system relationships for how customer interactions in frontend platforms connect downstream into CRMs and reporting environments.
Deliver insightful reporting and analysis across weekly, monthly, and ad hoc cadences, including campaign effectiveness and ROI.
Analyze full‑funnel marketing performance to identify trends, optimize conversion and engagement, and improve channel efficiency.
Design and maintain best‑in‑class dashboards using Looker Studio (Data Studio), Power BI, Tableau, or similar tools to provide clear and actionable performance visibility.
Develop, refine, and govern key audience segments for targeting and personalization by evaluating data relationships between behavioral, CRM, and campaign profiles.
Ensure data quality, governance, compliance, and adherence to benchmarks and industry best practices while promoting a test‑and‑learn culture through experimentation and mentorship across the marketing team.

Serious candidates will possess the minimum qualifications:

Bachelor’s degree in Analytics, Business, Computer Science, Engineering, Finance, Marketing, or a related discipline.
Minimum five (5) years Progressive experience in marketing analytics, business intelligence, operations analysis, or as a hands-on business process user optimizing customer/user conversion journeys.
Demonstrated experience in B2B/B2C financial services environments is highly valued.
Strong conceptual grasp of relational data models and experience working with CRM and marketing automation platforms such as HubSpot, Salesforce, or similar technologies.
Demonstrated ability to measure, analyze, and map processes across integrated channels and workflows.
Advanced proficiency building dashboards and visualizations using Looker Studio (Data Studio), Power BI, Tableau, or comparable BI tools to discover trends and synthesize insights.
Proven ability to translate complex data and system logic into clear user stories and executive presentations that inform strategy and drive business outcomes.
Strong understanding of business process mapping, data management, governance, and system integration best practices.
Solutions‑oriented mindset with a curiosity for innovation, experimentation, and continuous improvement.
Excellent communication skills with demonstrated success collaborating across cross‑functional teams and presenting strategic, value-focused insights to stakeholders.

SWBC offers*:

Competitive overall compensation package
Work/Life balance
Employee engagement activities and recognition awards
Years of Service awards
Career enhancement and growth opportunities
Leadership Academy and Mentor Program
Continuing education and career certifications
Variety of healthcare coverage options
Traditional and Roth 401(k) retirement plans
Lucrative Wellness Program

*Based upon employee eligibility

Additional Information:

SWBC is a Substance-Free Workplace and requires pre-employment drug testing.

Please note, SWBC does not hire tobacco users as allowed by law.

To learn more about SWBC, visit our website at www.SWBC.com. If interested, please click the appropriate apply button.