Avantax

We love finance, software, and (believe it or not), taxes – that’s why we love what we do! At Avantax, we celebrate our diverse experience and unique contributions and use our combined knowledge to blaze new trails in tax-focused investing. As individuals, we contribute valuable insight from our career history to achieve the Avantax mission. As a team, we work together to make a real impact and have a lot of fun along the way. Our collaborative work features decades of expertise in wealth management.

We bring our unique experiences together to form the heart of Avantax - working in unison toward the goal of creating services that make it easy for clients and professionals to pursue their financial and business goals. At Avantax, we are committed as a company and individuals to the diversity, equity and inclusion of our clients, team members and the communities in which we work.

Are you an innovative problem-solver who's eager to take on new challenges, collaborate with diverse team members and achieve excellence? If so, life at Avantax may be the opportunity for you.

Position Summary

Avantax is seeking a Senior Marketing Data Analyst to be the catalyst for transforming our digital marketing strategy. This position will help answer questions like: How do different audience segments interact with Avantax? Which marketing channels are the most effective, what impact do our marketing campaigns have, and how can we optimize them?

This position will be a thought partner for responsible growth initiatives, using advanced data skills to help marketing teams make more data-informed, insight-led decisions.

Essential Duties & Responsibilities

The major responsibilities of the position are listed below. To perform the job successfully, the individual must be able to execute each essential duty satisfactorily. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions. 

• Expertise working in an analytical-type role, interpreting, manipulating, and transforming data.
• Interpret insights from often complex and disparate business results into a cohesive and actionable business recommendation.
• Strong intellectual curiosity and problem-solving skills to help find adequate solutions to questions.
• Self-driven, able to effectively work on projects independently, possess the ability to display good independent judgment and use strong time-management skills to meet project deadlines.
• Ensure marketing and sales data is regularly updated and analyze data to bring out key insights.
• Using and promoting data-exploration techniques to discover new and unasked questions.
• Partner with the Sales Operations team to ensure target lists are verified and deployed for use.
• Be hands-on in the CRM platform when needed, including set-up and deployment of campaigns and journeys, segmenting data, building lists, and monitoring results.
• Verify and add data lists into campaigns from third parties.
• Transform data into a digestible and presentable story based on the audience and confidently and effectively communicate that information with a wide range of audiences.
• Develop deep expertise in our marketing data ecosystem, marketing metrics, data, and processes (e.g., website, CRM, paid media, marketing automation systems).
• Identify gaps in data that prevent us from effectively generating demand across groups and pipelines.
• Support the preparation of monthly, quarterly, and annual reporting for leadership.
• Determine, design, and implement automated reports and dashboards to help us understand the effectiveness of our lead-generation efforts while also focusing on improving marketing KPIs.
• Evaluate ongoing marketing performance against marketing targets.
• Collaborate and build credibility with the sales team, staying up to date on new initiatives and working to understand their data and reporting needs while providing guidance on best practices.
• Develop and maintain a comprehensive understanding of the wealth management industry, including market trends, competitive landscape, and regulatory environment.
• Streamline processes and systems to improve efficiency and effectiveness, including sales forecasting, pipeline management, and sales performance analysis.
• Other duties as assigned.

Education & Experience

• Bachelor’s degree required.
• 5+ years of experience in Marketing and/or Sales Operations experience (or similar roles and/or responsibilities.)
• Excellent written and verbal communication skills.
• Strong analytical and data interpretation skills.
• Experience with Excel.
• Detail-oriented, ability to multi-task, prioritize, and quickly change priorities.
• Solid understanding of sales cycles, pipelines, and activity management.
• Hands-on execution experience with CRM, specifically Salesforce and Tableau.
• Strong graphics and visualization. Ability to convey messages simply.
• Experience using SQL and Salesforce Marketing Cloud is a plus.

Physical Demand & Work Effort

• Keying/typing, standing, walking.
• Sitting for an extended period.
• Constant mental and/or visual attention; the work is either repetitive or diversified requiring constant alertness in an office environment.
• The job is typically performed under comfortable working conditions; any disagreeable elements are generally absent during the normal performance of the job.
• Compliance with company attendance standards.

Comprehensive Benefits

We offer a competitive salary, and an outstanding benefits package that includes medical, dental, vision, life insurance, paid vacation and sick days, paid holidays, tuition reimbursement, and 401(k) with company match.

Base Salary Range:

$80,000 - $113,000; Variable incentive compensation eligible.

The salary range shown is representative of what Avantax expects to pay for this job. Actual salary may vary based on job-related knowledge, skills, experience, and geographic location. 

#Avantax

At Avantax®, we believe our work benefits from the diverse perspectives of our employees. As such, Avantax welcomes and celebrates diversity and inclusion and is committed to equal opportunity employment. At Avantax, you can expect a supportive, open, and inclusive atmosphere and a team that values your contributions.

Avantax and its business lines, Avantax Wealth Management® and Avantax Planning Partners℠ are committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants without regard to race, color, religion, sex, national origin, age, physical and mental disability, marital status, sexual orientation, gender identity, veteran status, and any other status protected under federal or state law.

Avantax considers information gathered in the hiring process, including information on this application, confidential, and only shares it on a need-to-know basis or as required by law.

If you need assistance or accommodation due to a disability, you may contact us at HR@Avantax.com, or by calling 972-870-6000 to speak with a member of the HR Talent Acquisition team.