Meritrust Credit Union · 3 months ago
Growth Strategies Analyst
Broomfield, CO
Full-time
Onsite
Entry, Mid Level
$67K/yr - $84K/yr
1+ years expMeritrust Credit Union is focused on strategic growth initiatives to enhance revenue and member engagement. The Growth Strategies Analyst will leverage data-driven insights to attract new members and improve member loyalty, while analyzing market trends and financial performance to identify growth opportunities.
Banking
Responsibilities
Define and segment the target audience based on demographics, behaviors, and preferences to tailor acquisition and engagement strategies
Identify and target high-value member segments using the Wharton customer centricity model
Develop and implement various lead generation tactics such as content marketing, social media outreach, and paid advertising to attract new members
Analyze and optimize the sales funnel to improve conversion rates at each stage, from initial awareness to final purchase
Utilize data analytics to track the effectiveness of member acquisition and engagement efforts, measuring KPIs such as cost per acquisition, engagement score, and return on investment
Track and analyze marketing campaign performance
Work closely with marketing to ensure alignment in messaging and strategies, leveraging marketing campaigns to drive new member acquisitions and engagement
Continuously gather insights into customer preferences, behaviors, and pain points to tailor engagement strategies
Implement behavioral targeting techniques to engage members based on their online actions such as website visits, abandoned carts, and previous purchases
Create detailed maps of the customer journey to understand the various touchpoints and interactions customers have with the brand, helping to personalize the experience at each stage
Design loyalty programs that reward members for their engagement and purchases, personalizing these rewards based on desired member behaviors
Ensure consistent and cohesive engagement across various channels such as email, social media, and live chat to meet members where they are
Foster a sense of community among members through forums, social media groups, and events, encouraging interaction and peer support
Track KPIs related to member engagement and loyalty
Research and analyze customer attrition to understand the forces that cause members to leave the credit union and propose strategies to decrease erosion of the customer base
Research best practices, analytical playbooks, case studies, and innovative approaches to become an industry thought leader and advise leadership on how consumers shop for products online
Gather and analyze data on local market conditions, competitor strategies, and industry trends to inform growth opportunities
Analyze member behavior and preferences to support customer relationship management
Qualification
Required
Bachelor's degree in marketing, Data Administration or a related field
Certifications in various project or data management programs
Understanding of credit union operations, including member services and products, familiar with financial regulations, compliance issues and data privacy laws
Proficiency in advanced data analysis tools and software
Understands how to translate complex data into actionable growth strategies
Knowledge of statistical methods and the ability to interpret trends and patterns to support marketing strategy
1-3 years of credit union or relevant industry experience
1-3 years in a data analysis role utilizing tools such as Excel, SQL, Python, and data visualization tools such as Tableau
Experience with data warehouses or cloud platforms and marketing automation platforms. E.g. Marketo
Proven ability to work collaboratively in a team environment
Quantitative/Qualitative Data Analysis: Analyze structured data such as campaign metrics, conversion rates, loan application volumes and member engagement. Interpret unstructured data such as member feedback, survey responses and social media sentiment. Understanding how both data types inform member needs, product preferences, and communication effectiveness
Data Synthesis: Integrate and interpret data from multiple sources – including member behavior, campaign performance, financial product usage, and market research – generate cohesive actionable insights that support strategic marketing decisions and enhance member engagement
Growth Strategies: Leverages data-drive insights to identify, evaluate, and support marketing strategies that drive member acquisition, product adoption and long-term engagement
Consumer Behavior: Analyze and interpret member behavior patterns to inform strategic marketing decisions. Leveraging data to understand member needs, preferences, financial habits and lifecycle stages. Uses insights from transactional data, survey responses, and digital engagement metrics
Audience Segmentation: Develops and applies data-drive audience segmentation strategies to enhance member engagement and campaign effectiveness, include identifying key member segments based on demographics, financial behaviors, product usage, and engagement platforms
Consumer Engagement: Measure, analyze, and enhance member engagement across multiple channels. Includes tracking key engagement metrics such as email open rates, click-through rates, website interactions and product adoption trends
Customer insight: Extract and synthesize actionable insights from member data to drive strategic marketing and business decisions. Includes analyzing behavioral, transactional, and demographic data to uncover trends, preferences, and unmet needs
Customer Relationship Management: Leverages CRM systems to manage, analyze, and optimize member interactions throughout the member lifecycle. Includes maintaining accurate member data, tracking engagement history, and using CRM insights to support targeted marketing, retention strategies, and cross-sell initiatives
Project Management: Strong organizational and project coordination skills to manage multiple analytics initiatives from concept to completion. Defines project scopes, sets timelines, collaborates with cross-functional teams, and ensures timely delivery of data-driven insights
Agile Methodology: Proficient in applying Agile principles to manage and deliver marketing analytics projects in a fast-paced collaborative environment. Participating in sprint planning, daily stand-ups and iterative development cycles to ensure continuous delivery of insights and improvements
SQL: Advanced proficiency in using SQL to extract, manipulate, and analyze data from relational databases. Includes writing complex queries, joining multiple tables, filtering large datasets and creating views or temporary tables to support marketing analysis
Company
Meritrust Credit Union
Meritrust Credit Union offers loans, insurance, financial education, digital banking, and other services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
James Nastars
President/CEO
Jess Howard
VP, Chief Financial Officer
Recent News
2025-11-02
2025-11-01
Company data provided by crunchbase