Trajan Wealth LLC ยท 2 weeks ago
Marketing Data Analyst - 65-75K base plus bonus
Scottsdale, AZ
Full-time
Onsite
Entry, Mid Level
$65K/yr - $75K/yr
2+ years expTrajan Wealth is one of the fastest growing RIA firms in the country, and they are seeking a Marketing Data Analyst to support their marketing and data teams. The role involves leveraging data to inform strategy, measure performance, and optimize marketing efforts, while collaborating closely with the marketing team to translate insights into actionable strategies.
Asset ManagementFinancial ServicesLife InsuranceRetirement
Responsibilities
Analyze marketing data from multiple sources (e.g., CRM, web analytics, campaign platforms) to evaluate campaign performance and uncover trends
Build and maintain dashboards, reports, and visualizations that provide clear insights into key marketing metrics and ROI
Collaborate with the marketing team to define meaningful KPIs and track performance against goals
Support segmentation, customer behavior analysis, and attribution modeling to guide targeting and budget decisions
Extract, clean, and transform data using SQL and other querying tools for analysis and reporting
Conduct ad-hoc analyses and present findings in a clear, compelling way for cross-functional stakeholders
Assist with campaign measurement strategy, A/B testing setup and analysis, and performance optimization
Ensure data quality and consistency across marketing tracking and reporting efforts
Qualification
Required
Bachelor's degree in Marketing, Business, Data Analytics, Economics, or a related field
2-4 years of experience in a data analyst or marketing analytics role (or similarly analytical position)
Strong analytical skills with proficiency in SQL for querying datasets
Familiarity with marketing analytics tools and data sources (e.g., Google Analytics, campaign tools)
Familiarity with Creatio or similar CRM/marketing automation platforms
Comfortable working with BI and reporting tools (Sigma, Tableau, Power BI, etc.)
Excellent communication and presentation skills, able to translate data insights to non-technical stakeholders
Detail-oriented, self-starter, with a desire to improve processes and reporting
Preferred
Experience with HubSpot for marketing automation, tracking, or reporting preferred
Exposure to marketing automation platforms (e.g., HubSpot Marketing Hub, Marketo, Pardot)
Experience with Python, statistical tools, or advanced analytics workflows
Background in campaign attribution, experimentation (A/B testing), or advanced segmentation
Benefits
401(k) with a matching contribution up to 13%.
United Healthcare PPO medical coverage for employees, paid by the company.
Delta Dental PPO, United Healthcare Vision, Short Term Disability, Long Term Disability, Life Insurance, and many more voluntary options.
Generous holidays and PTO.
Company
Trajan Wealth LLC
Trajan Wealth helps our clients prepare for retirement with custom wealth management solutions.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Jeff Junior
CEO and Independent Financial Advisor
Shane McGreevy
Chief Operating Officer
Recent News
2025-01-31
2024-12-19
2024-11-20
Company data provided by crunchbase