Lead, Data Analyst

Job description

Axos Business Center, Corp About This Job Marketing Data & Analytics turns Marketing and Customer data into decisions for Enterprise Marketing and the business units it serves. The Marketing Data Analyst works across the marketing and sales funnel: analyzing lead flow, nurture performance, and conversion in Salesforce and Salesforce Marketing Cloud; building certified datasets and dashboards on the Databricks Marketing data platform; and producing market and campaign research that helps Marketing and Sales decide where to focus. The role uses Axos' approved AI-assisted tools, including Claude, to accelerate research, analysis, and documentation, with careful validation of every output. This is a hands-on analytical role for someone who writes expert SQL, knows Salesforce and lead nurturing from the inside, has worked in financial services, and can explain a finding to a business leader in two sentences. You will partner with U.S.-based analytics business partners, the data engineering team that builds the pipelines you rely on, and Marketing, Sales, and RevOps stakeholders. Primary responsibilities Analyze marketing and sales lead performance end to end: lead sources, nurture journeys and cadence, MQL → SQL → opportunity → closed or funded conversion, follow-up SLAs, and leakage by stage, segment, and channel; recommend nurture, scoring, and routing improvements Build and maintain SQL and Databricks queries, certified datasets, and Tableau or Databricks dashboards that Marketing and Sales leaders use in their regular reviews; keep a metric dictionary so every number reconciles Support campaign planning and readouts with segment, channel, and audience analysis; measure campaign and journey performance against targets Conduct market and campaign research using Claude and other approved AI tools: structured extraction and summarization of industry reports, news, and product and rate information into concise briefs, with sources cited and outputs validated before use Prepare and enrich contact and account data using approved data providers and internal sources; apply suppression, consent, and data-handling rules before any list is used Validate data against Salesforce and source systems; investigate anomalies; document sources, definitions, and logic; perform QA before publishing; escalate data-quality and compliance concerns Present findings clearly to Marketing, Sales, RevOps, and business-unit stakeholders; write briefs people read and act on Collaborate across U.S. and ABC sites; share knowledge, follow team standards, and help teammates What we are looking for Required Expert SQL: complex joins, window functions, cohort and funnel logic, reconciliation across systems; comfortable on Databricks (Delta tables, notebooks) or ready to be within 60 days Extensive Salesforce (SFDC) experience as an analyst or power user: Leads, Contacts, Accounts, Opportunities, Campaigns, lead assignment and conversion, reports and dashboards; Salesforce Marketing Cloud or a comparable nurture platform Lead nurturing and lead analytics experience: journey and cadence design, scoring inputs, MQL and SQL definitions, attribution of pipeline and closed business to marketing and sales activity Financial services experience (banking, lending, wealth or advisory, insurance, or fintech) with an understanding of how leads are qualified and how opportunities progress Hands-on use of Claude or comparable AI tools for research, extraction, and summarization, with disciplined validation and source citation Analytical rigor and attention to detail: reconcile numbers, questions anomalies, and tests conclusions before sharing them Excellent and concise written and spoken communication with business stakeholders; a team player who is humble, curious, and eager to learn and grow Comfort operating in a regulated environment with privacy, consent, and compliance requirements Preferred Python (pandas) for analysis; Tableau; Databricks Genie Experience with contact-enrichment or data-provider tools and with matching or deduplicating records across systems Market research experience in financial services Bachelor's degree in Business, Finance, Economics, Marketing Analytics, Information Systems, or a quantitative field, or equivalent experience; 3+ years in marketing, sales, or revenue analytics What success looks like Marketing and Sales leaders run their reviews on dashboards and analyses you produced, and your recommendations change how leads are nurtured, scored, and routed, with measured improvement in conversion Research briefs are read, cited in planning, and lead to targeting or offering decisions Every published number reconciles to certified data; suppression and consent rules are applied without exception; zero compliance findings You have deepened your Databricks and analytical skills and taken on broader ownership within the first year About Axos Born digital-first, Axos delivers financial tools and services that allow individuals, small businesses, and companies to access and manage their money how, when, and where they want. We’re a diverse team of dynamic, insightful, and independent innovators who are excited to provide technology-driven solutions that offer unbeatable value to our customers. Axos Financial is our holding company and is publicly traded on the New York Stock Exchange under the symbol "AX" (NYSE: AX). Learn More about working at Axos Business Center Pre-Employment Background Check, Medical, and Drug Test: All offers are contingent upon the candidate successfully passing a credit check, criminal background check, and pre-employment medical and drug screening. Equal Employment Opportunity: Axos is an Equal Opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants without regard to race, religious creed, color, sex (including pregnancy, breast feeding and related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship status, military and veteran status, marital status, age, protected medical condition, genetic information, physical disability, mental disability, or any other protected status in accordance with all applicable federal, state, and local laws. Job Functions and Work Environment: While performing the duties of this position, the employee is required to sit for extended periods of time. Manual dexterity and coordination are required while operating standard office equipment such as computer keyboard and mouse, calculator, telephone, copiers, etc. The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.