Senior Insights & Optimizations Analyst
About The Position
The Insights & Optimizations team works horizontally across the Client Growth & Retention Value Stream to enable measurement, track program performance, and improve outcomes through continuous insights and data support. As an Insights Senior Associate, you will provide program-level ownership for complex, high-visibility initiatives, ensuring measurement rigor, scalable reporting, and automation readiness. Your primary role will be to lead reporting and insights for Financial Education and Local Event Marketing initiatives, offering optimization opportunities for key touchpoints in their funnels. Additionally, you will partner closely with the Insights + Optimizations practice lead to define analytical approaches and ensure that manual reporting evolves into durable, automated solutions over time.
Requirements
- Demonstrated ownership and follow-through, consistently delivers high-quality, accurate work on time without the need for deadline chasing
- Strong analytical judgment with the ability to frame and solve ambiguous, high-impact business questions
- Strong cross-functional partnership skills, with comfort collaborating across data, product, and marketing teams
- Proven ability to translate data into clear, actionable insights and recommendations for senior stakeholders
- Excellent written and verbal communication skills, with the ability to tailor messages to technical and non-technical audiences
- Ability to balance hands-on execution with strategic thinking, prioritization, and long-term scalability; ability to manage competing deadlines in a fast-paced environment
- Exceptional attention to detail; proven ability to reconcile numbers and create accurate reporting from multiple data inputs
- Growth-oriented, team-spirited mindset, with a demonstrated interest in learning new tools, approaches, and ways of working to scale analytics through automation and improved processes
- Strong proficiency in Excel and PowerPoint
- Experience with Tableau or similar data visualization tools
- 5–8 years of experience in analytics, insights, or a related role
- Bachelor’s degree in Marketing, Analytics, Business, or a related field
Nice To Haves
- Experience with Adobe Analytics preferred
- Familiarity with analytics automation or AI-enabled workflows is a plus
- Experience supporting marketing, growth, or digital programs preferred
- Experience in Financial Services and Insurance companies is a plus
Responsibilities
- Independently own reporting and insights delivery for a portfolio of high-visibility programs: Financial Education & Wellness and Local Event Marketing
- Lead monthly performance reporting, translating results into clear, executive-ready narratives and actionable optimization opportunities
- Provide ad-hoc analytical support for complex, decision-driving questions where interpretation, context, and judgment are critical
- Serve as the primary analytics point of contact for stakeholders across your program portfolio
- Own Tableau dashboard creation and ongoing maintenance for programs within your portfolio, ensuring performance views remain accurate, relevant, and scalable
- For Financial Education, partner with the Reporting Associate on monthly reporting and ensure operational reporting is delivered accurately and on time
- Own identification and prioritization of which reporting and analysis outputs are candidates for automation, to be aligned on with Insights + Optimizations team lead
- Define requirements and success criteria for transitioning manual reporting to automated solutions
- Collaborate with Data Operations to ensure underlying data is automation-ready and scalable
- Partner with the Reporting Associate to test, validate, and operationalize automated outputs
- Over time, expand program portfolio as new initiatives within the Client Growth & Retention Value Stream emerge
- Support the Insights & Optimizations Team Lead in collaborating with AI + Data partners as new analyses and capabilities require your involvement
Benefits
- We provide a full package of benefits for employees – and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs.
- Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
