Lead, Data Analyst

Axos Business Center, Corp

About This Job

Marketing Data & Analytics turns Marketing and Customer data into decisions for Enterprise Marketing and the business units it serves. The Marketing Data Analyst works across the marketing and sales funnel: analyzing lead flow, nurture performance, and conversion in Salesforce and Salesforce Marketing Cloud; building certified datasets and dashboards on the Databricks Marketing data platform; and producing market and campaign research that helps Marketing and Sales decide where to focus. The role uses Axos’ approved AI-assisted tools, including Claude, to accelerate research, analysis, and documentation, with careful validation of every output.

This is a hands‑on analytical role for someone who writes expert SQL, knows Salesforce and lead nurturing from the inside, has worked in financial services, and can explain a finding to a business leader in two sentences. You will partner with U.S.-based analytics business partners, the data engineering team that builds the pipelines you rely on, and Marketing, Sales, and RevOps stakeholders.

Primary responsibilities

• Analyze marketing and sales lead performance end to end: lead sources, nurture journeys and cadence, MQL → SQL → opportunity → closed or funded conversion, follow‑up SLAs, and leakage by stage, segment, and channel; recommend nurture, scoring, and routing improvements

• Build and maintain SQL and Databricks queries, certified datasets, and Tableau or Databricks dashboards that Marketing and Sales leaders use in their regular reviews; keep a metric dictionary so every number reconciles

• Support campaign planning and readouts with segment, channel, and audience analysis; measure campaign and journey performance against targets

• Conduct market and campaign research using Claude and other approved AI tools: structured extraction and summarization of industry reports, news, and product and rate information into concise briefs, with sources cited and outputs validated before use

• Prepare and enrich contact and account data using approved data providers and internal sources; apply suppression, consent, and data‑handling rules before any list is used

• Validate data against Salesforce and source systems; investigate anomalies; document sources, definitions, and logic; perform QA before publishing; elevate data‑quality and compliance concerns

• Present findings clearly to Marketing, Sales, RevOps, and business‑unit stakeholders; write briefs people read and act on

• Collaborate across U.S. and ABC sites; share knowledge, follow team standards, and help teammates

What we are looking for

Required

• Expert SQL: complex joins, window functions, cohort and funnel logic, reconciliation across systems; comfortable on Databricks (Delta tables, notebooks) or ready to be within 60 days

• Extensive Salesforce (SFDC) experience as an analyst or power user: Leads, Contacts, Accounts, Opportunities, Campaigns, lead assignment and conversion, reports and dashboards; Salesforce Marketing Cloud or a comparable nurture platform

• Lead nurturing and lead analytics experience: journey and cadence design, scoring inputs, MQL and SQL definitions, attribution of pipeline and closed business to marketing and sales activity

• Financial services experience (banking, lending, wealth or advisory, insurance, or fintech) with an understanding of how leads are qualified and how opportunities progress

• Hands‑on use of Claude or comparable AI tools for research, extraction, and summarization, with disciplined validation and source citation

• Analytical rigor and attention to detail: reconcile numbers, questions anomalies, and tests conclusions before sharing them

• Excellent and concise written and spoken communication with business stakeholders; a team player who is humble, curious, and eager to learn and grow

• Comfort operating in a regulated environment with privacy, consent, and compliance requirements

Preferred

• Python (pandas) for analysis; Tableau; Databricks Genie

• Experience with contact‑enrichment or data-provider tools and with matching or deduplicating records across systems

• Market research experience in financial services

• Bachelor’s degree in Business, Finance, Economics, Marketing Analytics, Information Systems, or a quantitative field, or equivalent experience; 3+ years in marketing, sales, or revenue analytics

What success looks like

• Marketing and Sales leaders run their reviews on dashboards and analyses you produced, and your recommendations change how leads are nurtured, scored, and routed, with measured improvement in conversion

• Research briefs