KEMBA Financial Credit Union · 10 hours ago
Sales & Marketing Analyst
Columbus, OH
Full-time
Onsite
Senior Level
$83K/yr - $95K/yr
5+ years expKEMBA Financial Credit Union is seeking a Sales & Marketing Analyst to enhance their sales and marketing initiatives through data analysis and reporting. The role involves designing data models, developing queries, and collaborating with stakeholders to support performance reporting and marketing campaigns.
BankingFinanceFinancial ServicesNon Profit
Responsibilities
Devises, develops, and deploys required data queries in response to strategic objectives, business initiatives and business needs to understand and improve performance
In conjunction with data owners and department managers, develops data models and protocols for mining production databases
Assists in the development of data management policies and procedures
Identifies research questions, problem solves using data analysis, and communicates the results to various stakeholders
Collaborates with cross-functional teams to understand data requirements and implement solutions that meet business needs
Queries and extracts data from KEMBA’s data warehouse (Snowflake), Jack Henry core, and related systems to support marketing and sales requests
Develops and maintains recurring dashboards and reports in Power BI that visualize key marketing and sales metrics (member growth, product penetration, campaign ROI, pipeline conversion, etc.)
Automates and optimizes recurring data processes, improving accuracy and efficiency across departments
Partners with Marketing to build and analyze campaign performance reports (digital, direct, branch, and product campaigns)
Supports Sales leadership with dashboards and data pulls that track pipeline activity, conversion rates, and member engagement
Identifies opportunities for cross-sell, upsell, and member segmentation using existing data
Provides ad-hoc analysis and recommendations to guide strategic initiatives such as deposit growth, loan acquisition, or branch performance
Accurately inputs, updates, and maintains data within manual tables as needed to support reporting requirements
Builds and maintains sales performance reporting suite, such as scorecards, with supporting detail and trend views
Processes data corrections that impact sales performance results to ensure incentive can be calculated and paid on time; researches associate questions about sales results and solve any upstream data issues
Owns Sales Lead Development, Distribution and Reporting; creates ad hoc calling leads; loads leads into leads tool, maintains and analyzes lead campaign effectiveness
Identifies and communicates the time and resources needed to achieve required results
Works closely with data governance teams to enforce data policies and standards
Assists in the design of databases and data warehouses to ensure interoperability with BI solutions
Communicates complex technical concepts to non-technical stakeholders in a clear and understandable manner
Conducts job duties and responsibilities according to the organization’s business systems development methodology and/or its Systems Development Life Cycle (SDLC) methodology
Troubleshoots BI tools, systems, and software; performance-tune these applications as necessary
Acts as evangelist for BI benefits across the organization; promote BI usage to relevant departments
Acts as the subject matter expert for produced reports and underlying data
Solicits feedback through daily interactions with Sales and Marketing teams to understand business priorities and apply this knowledge to task prioritization
Helps drive discipline and accuracy around CRM data entry and pipeline management
Monitors data management system details within the database, including stored procedures and execution time, and implement efficiency improvements
Provides ad hoc reporting or analysis as requested
Performs all duties in a manner that is fully compliant with applicable industry regulations as well as KEMBA policy and procedures
Develops an understanding of Credit Union history, philosophy, organization, policies, and operational procedures
On a self-direct basis, continues to improve individual level of competency through training and certification on established educational programs
Relates to others beyond giving and receiving instructions:
Communicates with coworkers or peers without exhibiting behavioral extremes
Performs work activities requiring negotiating, instructing, supervising, persuading, or speaking with others
Responds appropriately to feedback from supervisor
Performs other duties as required by management
Qualification
Required
Associates degree or equivalent education and experience
5 Years related experience in Loan Servicing or equivalent
People leadership experience
Knowledge of title work and lien filings
Strong organizational skills and attention to detail
Values a high degree of accuracy and speed
Professional demeanor
Exceptional verbal and written communication skills
Adapts to quick changes in pace or workload
Ability to work well independently, or as part of a team
Assertive problem-solving skills
Company
KEMBA Financial Credit Union
KEMBA Financial Credit Union is a non-profit financial institution offering loans, home equity loans, and mortgage loans.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Mark Decello
Retired
Recent News
2025-07-01
GlobalFinTechSeries
2025-06-27
2024-04-25
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