Sales & Marketing Analyst

Integrated Real Estate Group•Southlake, TX

13d

About The Position

The Sales & Marketing Analyst plays a critical role in supporting IREG’s growth strategy by translating data into actionable insights that drive occupancy, revenue, and marketing effectiveness across our senior living communities. This position partners closely with Sales, Marketing, Operations, and Finance to analyze performance trends, evaluate campaign effectiveness, support lease-up strategies, and ensure accurate reporting. The ideal candidate is analytical, detail-oriented, business-minded, and comfortable working in a fast-paced, growth-focused environment. This role is not just reporting — it is proactive analysis that influences decision-making.

Requirements

Bachelor’s degree in Business, Finance, Marketing, Analytics, or related field required.
3–5 years of experience in sales analytics, marketing analytics, or business intelligence.
Advanced Excel skills required (pivot tables, modeling, forecasting).
Experience with CRM systems and marketing automation platforms.
Dashboard creation experience (Power BI, Tableau, or similar preferred).
Strong data visualization and presentation skills.
Ability to work with large data sets and ensure accuracy.
Strong business acumen.
High attention to detail and data integrity.
Ability to translate data into actionable recommendations.
Clear communicator — comfortable presenting to leadership.
Self-starter who can prioritize in a fast-paced growth environment.
Solutions-oriented and collaborative.

Nice To Haves

Experience in senior living, multifamily, healthcare, or service-based industries preferred.
Experience supporting multi-site operations strongly preferred.

Responsibilities

Sales Performance & Occupancy Analytics Track and analyze occupancy, leased vs. occupied units, lead-to-tour-to-move-in conversion ratios, and sales velocity.
Monitor lease-up progress and milestone performance across communities.
Identify trends, risks, and opportunities impacting revenue and occupancy.
Develop forecasting models to support budgeting and growth planning.
Partner with Sales leadership to evaluate individual and community performance.
Marketing Performance & ROI Analysis Measure and report on campaign effectiveness (digital, referral sources, paid advertising, events, etc.).
Analyze cost per lead, cost per move-in, and marketing spend efficiency.
Evaluate referral source performance and recommend adjustments.
Support marketing automation tracking and funnel analysis.
Assist in brand performance benchmarking across markets.
Reporting & Dashboards Build and maintain executive-ready dashboards and scorecards.
Produce weekly and monthly performance reports for leadership.
Ensure data accuracy across CRM, marketing systems, and internal reports.
Support development of KPI scorecards at the community and regional level.
Strategic & Cross-Functional Support Partner with Finance on revenue projections and budget alignment.
Support due diligence reporting for acquisitions and dispositions.
Assist with incentive and bonus tracking tied to occupancy goals.
Provide analytical support for new initiative rollouts.
Identify operational inefficiencies impacting sales performance.
Facilitate regular performance touchpoints with community Sales/ED teams To review dashboards, validate data accuracy, surface opportunities/risks, and align on action plans and follow-up items (account-manager style support).
Proactively gathering on-the-ground context (pricing changes, competitive activity, lead quality, operational constraints) and translating it into data-informed insights and recommendations.