Senior Market Research Analyst - Surveys

SchoolsFirst Federal Credit Union•Tustin, CA

About The Position

Under general direction, this position provides the market research, analytical framework and resources for accurate and timely Member and market information in support of strategic and operational business decisions. Responsible for developing SQL-based reports used for collecting, synthesizing and analyzing Member information to support survey engagement, marketing campaigns, measure current, and forecast future, market activity and Member trends; and evaluate and provide the results of key organizational performance indicators. Assists in market and survey research, providing in-depth analyses and recommendations to achieve business targets. Focuses on gathering, analyzing, and interpreting Members trends through our Member surveys and feedback platforms as input to our marketing and product development strategies/plans for individual Members. Gathers and presents results of survey feedback and marketing campaigns and identifies areas for improvement. Performs analyses and prepares forecasts and recommendations in the areas of product preferences, market penetration, best practices and trends. Researches market conditions to determine potential impact of a product. Identifies key drivers and insights into Member behavior, sentiment and brand loyalty. Reviews and analyzes internal and external data sources, extracts relevant information, and prepares reports to key stakeholders along with additional insight and perspective on findings. Recommends the target audience and Member-related criteria necessary for marketing campaigns to enable the most positive business outcomes. Manage, automate, and deliver reports, market competitiveness studies and methodologies to identify specific opportunities and risks tailored to World-Class Member Service. Develops and delivers standard reports to a wide range of stakeholders and performs ad-hoc analyses as needed to support business goals. Create, configure, and maintain a complex database as a source of accurate and up-to-date information for various business unit and organizational reports. May assist with business unit projects as assigned by manager. Additional Job Functions Performs other duties as assigned Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions

Requirements

Bachelor's Degree or equivalent years of experience required
5-7 years of previous related experience required
Experience with survey platforms (Gallup, Medallia, Qualtrics, or similar) required.
Advanced knowledge and understanding of computer software and applications used to support report development including, but not limited to, SQL, Snowflake, Microsoft Office Suite, Microsoft Visual Studio Code (ETL), and data visualization platforms (e.g. PowerBI, Tableau).
Advanced experience and understanding of T-SQL design and development, data sources and data feeds used to populate reports.
Knowledge and understanding of marketing campaigns and strategies.
Knowledge of research and market research techniques and applications.
Detail-oriented team player who is comfortable collaborating with stakeholders at a variety of levels throughout the organization.
Understanding of current data sources to identify and build additional sources in order to perform robust analyses.
Excellent communication and presentation skills.
Solid analytical skills.

Nice To Haves

Previous experience in a financial institution desired

Responsibilities

Provides the market research, analytical framework and resources for accurate and timely Member and market information in support of strategic and operational business decisions.
Responsible for developing SQL-based reports used for collecting, synthesizing and analyzing Member information to support survey engagement, marketing campaigns, measure current, and forecast future, market activity and Member trends; and evaluate and provide the results of key organizational performance indicators.
Assists in market and survey research, providing in-depth analyses and recommendations to achieve business targets.
Focuses on gathering, analyzing, and interpreting Members trends through our Member surveys and feedback platforms as input to our marketing and product development strategies/plans for individual Members.
Gathers and presents results of survey feedback and marketing campaigns and identifies areas for improvement.
Performs analyses and prepares forecasts and recommendations in the areas of product preferences, market penetration, best practices and trends.
Researches market conditions to determine potential impact of a product.
Identifies key drivers and insights into Member behavior, sentiment and brand loyalty.
Reviews and analyzes internal and external data sources, extracts relevant information, and prepares reports to key stakeholders along with additional insight and perspective on findings.
Recommends the target audience and Member-related criteria necessary for marketing campaigns to enable the most positive business outcomes.
Manage, automate, and deliver reports, market competitiveness studies and methodologies to identify specific opportunities and risks tailored to World-Class Member Service.
Develops and delivers standard reports to a wide range of stakeholders and performs ad-hoc analyses as needed to support business goals.
Create, configure, and maintain a complex database as a source of accurate and up-to-date information for various business unit and organizational reports.
May assist with business unit projects as assigned by manager.
Performs other duties as assigned
Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties.