Marketing/business analyst job description

Responsible for tracking, reporting, and analyzing marketing activity performance, ad-hoc analytic requests, and developing and automating regular reports. Provide actionable overall market and customer insights to address key strategic questions. Monitor and support marketing automation efforts using Salesforce and Salesforce Marketing Cloud as well as other business efforts as needed.
Essential Functions:
Responsible for tracking, reporting, and analyzing marketing activity performance, ad-hoc analytic requests, and developing and automating regular reports Provide actionable overall market and customer insights to address key strategic questions Monitor and support marketing automation efforts using Salesforce and Salesforce Marketing Cloud as well as other business efforts as needed Create communications and presentations in collaboration with divisional leadership to provide market and consumer insights for Marketing and Sales departments Interact with Sales and Marketing to define reporting needs, develop new tools and reporting to support those needs and refine as needed Monitors and analyzes data and statistics to track and improve marketing efforts.



Secondary Duties and Responsibilities:
Performs other job-related duties and special projects as required.


Knowledge, Skills, Abilities Required:
Highly proficient with Salesforce, Marketing Cloud, MS Word, PowerPoint, Excel, MS Access, and other common database/reporting tools Strong analytical skills including high proficiency with database and reporting tools Ability to bring an experienced perspective on Marketing Automation and the optimization of email marketing to best support company initiatives Proven ability to build effective internal and external relationships and effectively influence individuals at all levels (from executive to front-line) Excellent interpersonal skills; ability to relate to and interact with other people in a friendly, professional manner. Ability to identify problems, develop and execute solutions.



Education, Experience, and Other Requirements:
High school diploma or equivalent. College degree in a related field is preferred. Two plus years of related experience. Bachelor's degree in related field preferred. Previous banking experience is a plus.


Reporting Relations:
Accountable and Reports to: Director of Marketing
Supervisor Responsibilities: None


Working Conditions and Physical Requirements :
The duties of this position are normally performed in a general office setting. This is a fast paced work environment. This position is classified sedentary/light and requires the ability to sit for long periods of time. There is frequent pressure to meet deadlines and handle multiple projects in a day. Visual requirements include: ability to see detail at near range with or without correction. Must be able to perform the following physical activities: sitting for long periods, talking (in person and by telephone), hearing and repetitive motions.


Travel:
Minimal


Other Position Requirements:
Contacts: This position works with Midwest Heritage employees, customers, Hy-Vee employees, vendors and outside agents doing direct business with Midwest Heritage.


Confidentiality: This position has the responsibility to protect the privacy and confidentiality of customers, employees and bank/insurance/financial information at all times.


In the performance of their respective tasks and duties all employees are expected to:
Follow all state and federal regulatory requirements and complete assigned training courses within the required timeframes. Perform quality work within deadlines. Interact professionally with other employees, customers and suppliers. Work effectively as a team contributor on all assignments. Work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations.

Kforce has a client in Davie, FL that is seeking a Business Analyst III - Digital Marketing.Responsibilities:

* Use your keen business acumen chops to set appropriate priority for your own and others work around business needs to ensure that the work is aligned to business strategy and scope of the project

* The Business Analyst III will drive results across the business through facilitating matrixed, cross-functional stakeholder engagement sessions with both regional and global stakeholders balancing between -over-meeting- and -under-meeting-

* Document the complex areas of project scope, objectives, added value or benefit expectations, using an integrated set of analysis and modeling technique for large sized projects being adept within an environment that may be ambiguous

* Model current state business processes/functionality/gaps to assist stakeholders in defining future state, success metrics, and establish a plan to track, monitor, and measure the success of to ensure we get successfully somewhere over the rainbow

* Leading up the creation and organization of final business requirements documentation, visual process maps, and user stories ensuring complement line-of-sight/traceability from requirements to build to test to run

* Business Analyst III will lead work with the systems analyst to document technical requirements and identify metric driven acceptance criteria gaining feedback and facilitate decisions/alignment from the business along the way

* Facilitate the tracking and documentation of business and stakeholder requirements building through approvals achieving all project milestones, providing pro-active communication to project managers

* Partnering with QA to coordinate UAT business resourcing, testing, quality readiness plans, anticipating potential delays, and prioritize of break/fix items
* Bachelor's degree preferred

* Professional Certification(s) required or

* 5 years of experience in a Business Analyst capacity

* 2-4 years of experience in a global industry is preferred

* Direct experience with project management, product or software development lifecycles, and quality assurance

* Business functional experience is required

* Understanding of multiple modes of communication such as email, Webex, Teams, Zoom

* Understanding of project management and analysis tools: Word, Excel, PowerPoint, Jira, Confluence

* Ability to clearly and effectively communicate complex information at all levels of the organization

* Self-motivated with the ability to plan and manage own work with clear accountability to meet give tasks

* Strong reasoning ability, analytical and problem-solving mindset

* Strong Interpersonal skills, able to build business partnerships with end users or IT and influence outcomes

* Strong meeting facilitation, planning and management skills with a solid attention to details

* Fluency in English is required; Bilingual communicator is a plus

Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.*Compensation Type:*Years

What great looks like in this role Our ideal Marketing Enablement Platform Business Analyst & Operator can manage a dual role of being a lead platform admin to manage the day-to-day business needs, while managing issue investigation and resolution. Create and maintain processes to review and distribute leads that can't be electronically delivered, as well as develop documentation of technical and business processes. You are a self-starter, process oriented, analytical problem solver, and can manage multiple initiatives and balance the need to work both strategically and hands-on. You are comfortable with navigating ambiguity and identifying, researching and resolving operational and technical issues. You coordinate with other teams, departments, or vendors to resolve user problems. You have excellent written and verbal communication skills. Key Responsibilities

+ Support the lead platform manager in the setup, configuration, testing and maintenance of the lead platforms.

+ Work with internal teams (IT, Enablement, Digital & Performance and Field & Consumer Marketing centers...etc.) to obtain an in-depth understanding of the lead platforms and the systems.

+ Individual will work in collaboration with various core team members to complete a wide range of technical tasks related to product release, including partnering with QA and UAT teams as well performing user acceptance testing.

+ Develop, write, and edit operating instructions, process flows, how-to manuals and SOPs to help users understand technical and process information more easily. Produce high-quality documentation that meets applicable standards and is appropriate for its intended audience.

+ Explain concepts and processes simply and concisely to help internal and external users understand the technology.

+ Conduct meetings and presentations to share ideas and findings, while gathering critical information from meetings with various stakeholders to produce useful reports.
+ Position requires great attention to detail, with excellent oral and written communication skills.

+ Balance competing resources and priorities through informed prioritization in partnership with manager.

Skills & Competencies

+ System/process oriented, problem solver, ability to manage multiple initiatives and balance the need to work strategically and hands-on while raising risks and roadblocks in timely and actionable ways

+ Strong verbal and written communication skills, combined with technical acumen, with understanding of leading marketing tools and lead management platforms

+ Applicable experience with scaled agile ways of working and terminology

+ Ability to deliver high-quality documentation with great attention to detail

+ Ability to quickly grasp complex technical concepts and translate them to simplified digestible business-facing formats (ie. Visuals and business statements)

+ Self-starter, comfortable with navigating ambiguity, passionate about driving change and transformation

Experience

+ Bachelor's Degree

+ Minimum of 5 years of digital projects and program management experience

+ Understanding of SAFe Agile Methodology

+ Advanced Excel and Intermediate PowerPoint

+ Intermediate MS Access & SQL

+ Skilled in organizing data to drive decisions

+ Strong project management background; MS Project

+ Experience with data visualization tools (ie. Tableau, Spotfire)

+ Salesforce experience

+ Familiarity with SAS, SQL, and VB.

+ Building relationships across a matrixed organization

Department: Marketing Location: NYL Office (Tampa) Reports To: Marketing Enablement Digital Platform Management Lead