Pay Range
Annually:
$56,600 - $75,000
No equity
Description
Basic Function:
This position has a marketing focus on reducing the risks related to a marketing initiative or campaign project. In this regard, the analyst will track campaigns and segment the customer base, as well as identify market trends and monitor competitors. Likewise, they consider aspects such as response rates, return on investment (ROI), and consumer dropout rates. The position is responsible for redefining data-driven findings and conclusions into meaningful consultative recommendations and related planning and execution of marketing campaigns for our financial institutions.
Essential Functions & Responsibilities:
- Consult with key personnel at assigned client credit unions on a regular basis to identify, develop, and implement strategies that demonstrate the effective use of Velera's solutions and campaigns to drive the growth and success of the client’s card portfolios.
- Deliver on requests for data and reports from the Advisors Plus Consulting team and find, prioritize and design meaningful information patterns from various sources of data, including deep dive investigations using data analytics tools, and provide insight and to trends.
- Participate and provide industry marketing expertise to align with competitive market.
- Document and maintain driven matrices relative to competition – for both our Advisors Plus
- Consulting services as well as Owner credit union products and services.
- Assist leadership team in developing and deploying new Advisors Plus campaign and automation.
- Execute financial performance models (cost/benefit, present value, P&L’s and other financial modeling techniques) to develop and understand projected performance of member/owner portfolios and Velera combined portfolios.
- Maintain and run risk performance models, including Vintage Analysis.
- Track and reconcile billing of Advisors Plus consulting services as well as the management and audit of client discounts provided for through a processing contract.
- Maintain work papers, data, plans, methods and results in a way that can be recreated and leveraged as intellectual capital.
- Create written and verbal communication materials that optimally summarize findings, supports fact-based recommendations and provides appropriate detail to substantiate conclusions.
- Identify the data, and data sources required to investigate, evaluate and discover insight about credit union portfolios and campaigns.
- Develop, solidify and maintain strong member/owner relationships by learning more about their organization, culture and goals.
- Maintain effective communication with other corporate functional areas to attain common goals.
- Remain current with Visa, MasterCard, FDR and industry products and services and keep abreast of the competitive, economic and regulatory environment.
- Perform market research, as needed.
- Perform other duties as assigned.
Position Specifications:
- Bachelor’s degree in business, Marketing, Mathematics, Accounting, Finance, Statistics other related field or combination of education and experience required.
- Four (4) years of marketing quantitative analysis experience and/or direct credit card, debit, and digital marketing required.
- Client service experience and experience using SAS and Teradata tools preferred. Knowledge of underwriting practices, collection practices, credit unions service models, credit and debit processing, fees, interchange, and pricing.
