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Boldin · 1 day ago

Marketing Data Analyst

United States

Full-time

Remote

Entry, Mid Level

$95K/yr - $140K/yr

2+ years exp

Boldin is a comprehensive financial planning platform that aims to make financial confidence accessible to everyone. The Marketing Data Analyst will measure and analyze the performance of marketing initiatives, providing insights to optimize growth efforts and ensure data integrity across marketing functions.

Financial ServicesFinTechRetirement

Responsibilities

Track, analyze, and report on various marketing performance metrics, including Customer Acquisition Cost (CAC), New Arrivals, Subscriptions, Cancels, and Churns

Develop and maintain the Lifetime Value (LTV) to CAC ratio models to ensure sustainable growth

Monitor full-funnel conversion rates, identifying leakage points from awareness to conversion

Identify trends and provide actionable insights to marketing and leadership teams to improve campaign efficiency and effectiveness

Design and analyze A/B tests (split testing) for landing pages, ad creatives, and email subject lines to scientifically prove what works

Perform cohort analysis to understand retention behaviors and predict future revenue

Collaborate with the Data and Analytics team to ensure data integrity, maintain reporting dashboards, and support data-driven decision-making across the marketing function

Manage the marketing attribution model to correctly assign value to different marketing channels (Paid Search, Social, Organic, Email)

Troubleshoot tracking pixel issues and ensure campaign tagging (UTM parameters) is standardized

Ensure all recurring weekly/monthly performance reports are delivered to the Head of Marketing and leadership by the agreed-upon deadline (e.g., Monday at 9:00 AM) with 100% consistency

Maintain a 'zero-defect' standard for external and executive-facing data. Proactively identify and work with the appropriate resource to resolve tracking errors (e.g., broken pixels, UTM mismatches) within 24 hours of detection

Acknowledge and assess the scope of all ad-hoc requests within 48 hours, providing a clear delivery ETA based on current priorities and complexity

Drive the usage of self-service dashboards. Success is measured by the number of active internal users and weekly views of the dashboards you build (goal: reduce manual 'data pulls' by 30% in Year 1)

Support the marketing team in increasing the number of valid A/B tests launched per quarter by providing rapid test design and post-mortem analysis

The primary qualitative target is your ability to provide recommendations that are adopted. You will be evaluated on your contribution to strategy—specifically, identifying opportunities that lead to a measurable improvement in CAC or Churn reduction

While you do not deploy the capital, you share ownership of the marketing team's success. You will act as a strategic partner in achieving CAC Efficiency: Identifying waste in paid spend to help the team meet CAC targets

Flagging churn risk cohorts early to help improve LTV

Qualification

SQLData visualization toolsAdvanced Excel/Google SheetsWeb Analytics toolsProduct Analytics toolsStatistical conceptsData storytellingData analysis experience

Required

2–4 years of experience in data analysis, specifically within a marketing or product growth function

Strong proficiency in SQL is required for querying databases

Experience with data visualization tools (e.g., Tableau, PowerBI, Looker, or Google Data Studio) to create self-service dashboards

Advanced Excel/Google Sheets skills (Pivot tables, VLOOKUPs, index/match)

Familiarity with Web Analytics tools (e.g., Google Analytics 4)

Familiarity with Product Analytics tools (e.g., Amplitude)

Understanding of statistical concepts (statistical significance, confidence intervals) relevant to testing

Strong 'data storytelling' abilities—the capability to explain complex data findings to non-technical stakeholders clearly and concisely

Company

Boldin

Boldin delivers a collaborative financial planning solution to consumers, enterprises, and financial advisors with innovative software, embedded digital coaching, and educational content.

Founded in 2015

Mill Valley, California, USA

51-200 employees