Partners Federal Credit Union is hiring : Marketing Analyst in Anaheim

Overview We are seeking a detail-oriented and data-driven Marketing Analyst to support our credit union’s marketing team. This role is pivotal in transforming data into actionable insights that enhance member engagement, optimize marketing strategies, and support organizational growth. The ideal candidate will specialize in data research, management, and reporting, with a strong understanding of member behavior, competitive positioning, and marketing performance metrics. This person will also contribute to CRM implementation, website optimization, and marketing automation efforts.

Responsibilities Data Research & Management : extract, interpret, and present actionable insights from complex datasets using tools like SQL, Excel, Tableau, or Power BI. Collect, clean, and analyze member and market data to support marketing strategies.

Member List Requisition : build and manage segmented member lists for targeted campaigns and outreach.

KRI & Campaign Reporting : develop and maintain Key Risk Indicator reports and campaign performance metrics.

Custom Event Tracking & Dashboards : implement tracking for marketing initiatives and build dashboards to visualize KPIs.

Behavioral Analysis : interpret member feedback and behavior to guide marketing decisions and improve satisfaction.

Competitive Rate & Fee Analysis : conduct market surveys and analyze competitor pricing to inform product positioning.

Marketing Automation & Vendor Onboarding : support implementation and analytics for automation tools and onboarding of new vendors.

Website Performance Insights : analyze web traffic, user behavior, and conversion data to optimize digital experience.

CRM Analytics Support : assist with data integration, reporting, and member journey mapping in the new CRM.

Support other marketing duties as needed and partner with marketing leaders, IT, sales delivery, and member services to align efforts with organizational goals.

Qualifications Bachelor’s Degree.

2 to 5 years of relevant work experience in marketing analytics or business intelligence; 3–5 years preferred for this role.

Experience in financial services, credit unions, or banking is highly preferred.

Strong understanding of consumer behavior and proficiency with CRM systems, customer data, and marketing analytics tools.

Analytical mindset with strong attention to detail; proactive in identifying trends and opportunities; strong communication skills to translate data into business insights.

Collaborative and comfortable working cross-functionally; tech-savvy with a passion for marketing technology and innovation.

Organized and adaptable in a fast-paced, evolving environment.

Other Training, Skills & Knowledge Knowledge of financial products and services, systems, and industry regulations.

Proficiency in Power BI, Excel, SQL, and other software as needed.

Other Measurable Abilities Ability to extract, interpret, and present insights from datasets using SQL, Excel, Tableau, or Power BI.

Experience managing data workflows and performance tracking within CRM and marketing automation platforms.

Skill in conducting surveys and benchmarking product rates, fees, and pricing against competitors.

Proficiency in analyzing traffic, user behavior, and conversion metrics to optimize digital marketing efforts.

Work Details Shift Work : Non-exempt; may be required to work evenings, weekends, and holidays as needed.

Location : Based in Florida or California; one role will be filled.

Scope & Conditions Discretion / Latitude : Minimal supervision required. Ability to make independent decisions, take initiative, and drive results with minimal oversight.

Physical Demands & Environment : Office or credit union setting with typical duties; ability to perform tasks listed in the job description, including light physical activities.

Disclaimer The information contained in this job description indicates the general nature and level of work performed by cast members within this role. It is not designed to be an exhaustive inventory of all duties, responsibilities, and qualifications required of cast members assigned to this job.

The hiring range for this position in Florida is $69,440 to $104,160 per year and in California is $78,480 to $117,720 per year. The base pay offered will reflect internal equity and may vary based on geographic region, knowledge, skills, and experience. A bonus and / or long-term incentive units may be provided, in addition to medical, financial, and other benefits, dependent on level and position offered.

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