Marketing & Sales Operations Analyst II

Blucora has a bold aspiration: we are committed to giving all people the tools needed to lead healthy financial lives - tools often reserved for the wealthy.

We now turn to the next leg, developing the technological tools that make our vision of financial health for all a reality. Atypical for the financial services industry, we take a contemporary approach to strategy and product development that is founded in user insights, rapid testing, and a singular focus on driving end-user value.

Since charting new territory daily is part of everyone's job at Blucora, we've attracted team members who thrive on the challenge, encourage each other, and are passionately committed to the goal. If you agree that problem-solving is a team sport, and feel energized by a good debate, deep-dive research, or a fun night out with colleagues, we might be the right firm for you!

Position Summary

Avantax Wealth Management, a subsidiary of Blucora and sister company to Avantax Planning Partners and TaxAct, is seeking a Marketing & Sales Operations Analyst II thatwill support the Marketing and Sales teams, with a focus on understanding the key priorities of the business. You will regularly explore various customer data points with the goal of identifying actionable insights. The ideal candidate understands marketing channels and is passionate about identifying new marketing opportunities using known data. You'll also own marketing campaign performance reporting, and partner closely with the Marketing Technology team to identify new data sources to enhance our insights and improve marketing's performance.

Essential Duties & Responsibilities

The primary responsibilities of the position are listed below. 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.

• Marketing and Sales KPI measurement and insights.
• Track and report sales pipeline performance and partner with Marketing to optimize lead quantity and quality.
• Partner with Data, Analytics, Finance, and Sales on projects aligned with departmental goals.
• Document procedures and best practices.
• Help to uncover high-value customer segments and then provide actionable reviews of customer/prospect segmentation.
• Apply statistical analysis to marketing data, developing actionable insights and reports for stakeholders.
• Create or streamline Tableau dashboards to monitor marketing channels and communicate performance.
• Partner with stakeholders and shared services to ingest required data to be utilized in various marketing channels and technology stacks.
• Work with stakeholders to identify new KPIs to evaluate marketing performance.
• In addition to working on strategic projects, you will perform ad hoc analyses with a focus on driving revenue growth.
• Bring rigor to A/B tests and marketing campaign measurement.
• Employ data visualization to effectively communicate marketing insights.
• Partner with the Marketing Technology team to implement campaign tracking in CRM (Salesforce), Marketing Automation (Marketing Cloud), Social measurement, and Digital marketing systems.

Education & Experience

• Bachelor's degree in a related field (BA/BS degree in business, statistics, economics, data science, or related).
• Prefer 5+ years of Marketing and/or Sales Operations experience (or similar background).
• Experience with relational databases and associated tools.
• Experience using Power BI, Tableau, or other industry-leading business intelligence platforms.
• Understanding of data warehousing and multi-touch attribution models is a plus.
• Experience with Google Analytics.
• Experience measuring and evaluating paid media campaigns.
• Experience with storytelling through data to influence stakeholders and manage expectations.
• Detail-oriented, ability to multi-task, prioritize and quickly change priorities.
• Ability to adapt to changing technology and processes.
• Experience in financial services is a valuable plus.
• Experience with Excel, and relational databases. and associated tools.

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, 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.

#Avantax

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

Blucora, Inc. and its subsidiaries, Avantax Wealth Management, Avantax Planning Partners (formerly HK Financial Services), and TaxAct 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. Blucora 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 [email protected] or by calling 972-870-6000 to speak with a member of the HR Talent Acquisition team.