Data Analyst
About The Position
Peak Retirement is seeking a Data Analyst to manage the firm's data and help the organization make informed decisions. The role supports optimization of the firm's 13 marketing funnels, which include community workshops, TV and radio, podcasts, YouTube, and published books, as well as its national brand. The analyst will develop dashboards, reports, and visualizations to communicate insights to leadership, monitor key performance indicators, and recommend improvements. The role also involves project management and assisting with other operations team tasks and projects. Peak describes itself as a rapidly growing financial planning firm and emphasizes high performance, a service-oriented team mindset, and a growth mindset. Career advancement is based on results, teamwork, and upholding the firm's standards and values. The company describes three career levels: Specialist, Advanced, and Senior, with responsibilities expanding to include ownership, coaching, process improvement, and contributing to departmental and firm growth.
Responsibilities
- Manage the firm's data to support decision-making.
- Help optimize the firm's 13 marketing funnels, including community workshops, TV and radio, podcasts, YouTube, and published books, as well as its national brand.
- Manage projects and follow through to completion.
- Develop dashboards, reports, and visualizations to communicate insights to leadership.
- Monitor KPIs and provide recommendations for improvement.
- Assist with other tasks and projects needed for the operations team.
Benefits
- Industry-leading salaries for every position.
- Premier benefits.
- Annual bonus opportunities.
- Salary increases.
- Profit sharing.
- In-depth training program.
- Potential for accelerated career advancement.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
