Data Analyst (Membership)

Job Scope:

The Growth Analyst leads the credit union’s growth analytics efforts by developing the frameworks, insights, and analytical tools that guide marketing, product, and member engagement strategies. This role independently manages complex analytical work—synthesizing data from multiple sources, identifying trends and opportunities, and translating findings into clear recommendations that support acquisition, retention, and channel optimization. The Growth Analyst partners closely with teams across the organization to align analytics with business goals, ensures work reflects member needs and regulatory considerations, and communicates insights in a way that drives informed decision-making. Acting as a trusted resource and informal mentor, the analyst helps improve processes, enhances data-driven practices, and contributes to the continuous improvement of both functional performance and the overall member experience.

Essential Functions

• Lead complex analyses that inform member acquisition, retention, product engagement, and channel performance, using data to uncover actionable growth opportunities.
• Conduct deep-dive evaluations of marketing and member data to identify trends, performance drivers, and areas for optimization.
• Build and maintain analytical models and tools that help forecast growth, evaluate marketing effectiveness, and measure the impact of investments.
• Support consistent campaign measurement by developing clear attribution and ROI approaches and refining them as business needs evolve.
• Partner with Finance, Marketing, and Operations to connect performance insights to outcomes such as ROI, lifetime value, and product adoption.
• Translate complex findings into clear, practical recommendations that inform planning, prioritization, and decision-making.
• Contribute to the development of marketing and growth analytics strategies that support acquisition, deposit growth, and member engagement.
• Help define key growth metrics and ensure they are understood and applied consistently across teams.
• Identify opportunities to improve performance across campaigns, channels, and audience segments, recommending adjustments or new approaches.
• Maintain testing and analytics frameworks—such as A/B and multivariate testing—to support continuous improvement of marketing efforts.
• Work closely with Marketing, Product, Lending, and Business Development partners to align goals, share insights, and translate data into actionable plans.
• Coordinate with external vendors and agencies to ensure data accuracy, meaningful attribution, and effective campaign execution.
• Prepare and deliver clear reports and insights that highlight performance trends, growth drivers, and implications for next steps.
• Enhance dashboards, tools, and methodologies to improve visibility, decision-making, and analytical rigor across the function.
• Monitor performance across digital, traditional, community, and referral channels and identify emerging opportunities or risks.
• Stay current with evolving analytics practices, marketing technologies, and industry trends and incorporate them into recommendations.
• Help establish consistent processes for measurement, reporting, and forecasting to support smooth execution across teams.

Qualifications:

Experience and Education

• 6+ years of directly relevant experience in marketing analytics, growth strategy, performance marketing, or a similar data-rich environment; financial services or fintech experience preferred.
• Demonstrated experience conducting complex analyses, building growth or performance models, and delivering insights that materially influence business outcomes.
• Prior experience working with cross-functional teams and translating analytical findings into actionable recommendations.
• Bachelor’s degree in marketing, data analytics, business, statistics, or a related field or direct, equivalent experience may be considered in lieu of education.

Knowledge

• Strong expertise in growth analytics, including acquisition and retention analysis, forecasting, attribution approaches, and campaign performance measurement.
• Solid understanding of marketing strategy across digital, traditional, and community channels and how they contribute to growth.
• Technical proficiency with analytics tools and platforms such as GA4, HubSpot, Power BI, Tableau, SQL, and Excel.
• Familiarity with financial services operations, member behavior, and common performance drivers preferred.
• Awareness of evolving analytics practices, marketing technologies, and industry trends.

Skills/Abilities

• Ability to synthesize complex, multi-source data into clear insights and practical recommendations.
• Skilled in building predictive models, dashboards, and reporting frameworks that support data-driven decision-making.
• Strong analytical judgment with the ability to navigate ambiguity and assess trade-offs.
• Effective communication skills, with the ability to explain technical findings to non-technical audiences and collaborate across functions.

Physical Requirements/Work Environment

• Primarily office-based, with regular periods spent at a computer analyzing data, building models, and preparing reports or presentations.
• Frequent use of standard office equipment, including computers, monitors, phones, and projectors.
• Occasional travel for meetings, cross-functional collaboration, or industry events may be required.
• Work involves tasks requiring sustained visual focus and fine motor skills.
• Typical office environment with standard lighting, temperature, and noise levels.