Airwallex-posted about 2 months ago
Full-time • Mid Level
Onsite • San Francisco, CA
1,001-5,000 employees

We are looking for a strategic, data-driven marketing leader to oversee portfolio management, performance insights, and investment optimization across our U.S. performance marketing programs. As the Senior Manager, Portfolio & Analysis, you’ll be responsible for unifying the view of marketing efficiency — connecting spend, pipeline, and ROI across channels (paid search, paid social, programmatic, display, and emerging digital). You’ll act as the key business partner to regional marketing, finance, and analytics teams to optimize budgets, inform investment decisions, and ensure marketing performance aligns with company growth objectives. This role sits at the intersection of strategy, analytics, and operations — ideal for someone who enjoys turning data into direction, building systems of insight, and driving cross-functional accountability for performance. This role is based in San Francisco.

  • Own the U.S. paid media reporting, trade-off, investment portfolios insights and framework — guiding where and how budgets are deployed across channels, funnels, and audiences.
  • Build scalable reporting and synthesized global analysis to help support management of budget pacing, forecasting, and scenario models that align spend to pipeline, CAC, and ROI goals.
  • Partner with Finance, Marketing Strategy, and Regional Leads to determine quarterly allocation strategies and ROI scenarios.
  • Identify portfolio-level opportunities and trade-offs — shifting investment based on marginal efficiency and saturation signals.
  • Lead ongoing spend optimization check-ins (weekly and monthly) to ensure dollars are driving measurable business outcomes across stages of the funnel.
  • Anchor on North Star metrics and reporting structure for performance marketing efficiency (CAC, LTV:CAC, ROI, payback period, MQL-to-pipeline conversion, etc.).
  • Partner with Data, Analytics, and RevOps to ensure campaign data integrity across Salesforce, Marketo, and ad platforms.
  • Build and maintain dashboards and scorecards (in Looker, Tableau, or BigQuery) that provide real-time visibility into performance.
  • Own monthly business reviews (MBRs) and quarterly performance readouts with marketing and leadership stakeholders.
  • Work cross-functionally to improve data capture, attribution, and channel-level insight granularity.
  • Conduct deep-dive analyses to evaluate channel performance, cohort efficiency, and incremental impact.
  • Partner with channel leads (SEM, Paid Social, Display) to identify efficiency drivers and recommend actionable optimizations.
  • Run what-if and sensitivity analyses to inform investment decisions under different pipeline or efficiency scenarios.
  • Translate complex data sets into clear narratives and executive-ready insights.
  • Collaborate with Global Performance Strategy, Regional Marketing, and Finance on annual and quarterly planning.
  • Partner with Data Science and Attribution teams to evolve incrementality testing, MMMs, and performance modeling.
  • Ensure marketing investment decisions are informed by pipeline contribution and revenue data from Salesforce.
  • Serve as the center of excellence for financial discipline, pacing governance, and performance accountability across paid media.
  • Advanced proficiency with Excel / Google Sheets for budget modeling, pacing, and scenario planning.
  • Strong experience with data visualization and BI tools (Looker, Tableau, Power BI, or Data Studio).
  • Hands-on familiarity with Salesforce (SFDC) and Marketo for campaign data validation and pipeline attribution.
  • Experience querying or analyzing data from BigQuery, Snowflake, or SQL databases.
  • Understanding of digital channel data structures (Google Ads, LinkedIn, Meta, DSPs) and their integration with CRM and BI systems.
  • Comfort working across attribution models (last touch, MTA, MMM, incrementality) and translating findings for non-technical stakeholders.
  • 8+ years of experience in performance marketing, marketing analytics, or growth finance, ideally within B2B SaaS or fintech.
  • Proven success in building detailed, streamlined and scalable models for optimizing for efficiency and pipeline outcomes.
  • Strong understanding of marketing funnel dynamics, from awareness to closed-won revenue.
  • Excellent communication and executive-presentation skills; able to influence cross-functional decision-making.
  • Deep comfort working with ambiguity, connecting disparate data sources, and building clarity through structure.
  • Bachelor’s degree in Business, Marketing, Economics, or Data Analytics (MBA a plus).
  • Experience in a global marketing organization supporting multiple regions and segments.
  • Familiarity with MMM, incrementality testing, and marketing mix modeling methodologies.
  • Knowledge of data warehouse structures and ETL processes supporting marketing analytics.
  • Experience building or maintaining automated pacing and performance reporting tools.
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