Marketing Analyst
Whitefish Credit Union, Missoula, MT, United States
Marketing Analyst
The Marketing Analyst serves as the primary owner of marketing reporting and analytics for Whitefish Credit Union. This role performs quantitative and qualitative analysis to evaluate programs, products, services, and markets, providing clear, data-driven insights and recommendations that inform marketing decisions. The Marketing Analyst maintains and enhances marketing data systems, develops recurring and ad hoc reports and dashboards, and supports campaigns by turning data into actionable guidance for the marketing team and leadership. This position helps ensure that marketing investments are measured effectively and aligned with member needs, market opportunities, and organizational goals. Position Functions
Market & Member Analysis Conducts market, member, and product analysis to understand sales potential, market conditions, and opportunities for growth. Uses tools such as Google Analytics, BlastPoint, HubSpot data, and internal reports to identify trends in member behavior, product interest, and channel performance. Translates findings into clear, practical recommendations that support positioning, targeting, and campaign planning. Reporting, Dashboards, and Budget Tracking Serves as the primary owner of marketing reporting and analytics, including recurring and ad hoc reports for leadership and the Board. Tracks and reports on all marketing and donation expenses by market and campaign, providing monthly variance reports and forecasts. Lead the development and ownership of marketing campaign goals and objectives in partnership with key internal stakeholders, ensuring alignment with broader organizational priorities. Conduct benchmarking analysis to evaluate performance and identify opportunities to expand and optimize marketing initiatives. Develops and maintains dashboards and summary reports that highlight key results, trends, and recommended next steps rather than only raw numbers. Campaign & Media Performance Analysis Supports marketing campaigns by defining measurement plans, tracking results, and producing post-campaign analyses. Evaluates media and advertising results, including post-buy analysis, and recommends adjustments to targeting, channel mix, or spend to improve ROI. Assists with direct marketing initiatives by analyzing target audiences, validating lists, and measuring response and yield. Website & Digital Analytics Monitors website and HubSpot performance, including traffic, visitor flows, conversion behavior, and product interest. Incorporates digital performance metrics into monthly reports and campaign summaries. Shares data-backed suggestions to improve engagement and conversion, in coordination with team members who manage content and vendor relationships. Collaboration & Internal Support Collaborates with Marketing, Lending, Branches, IT, and third-party partners by providing data, requirements, and clear measurement criteria. Prepares data and insights to support presentations, cross-functional projects, and strategic planning discussions. Communicates analytical findings in a way that is understandable to non-analytical audiences, focusing on what the data means and what actions are recommended. Events & Other Duties Supports marketing-led events as needed in an "all-hands-on-deck" capacity, for approximately 10 events per year. Assists with occasional branch visits to help ensure marketing materials and campaigns are properly represented. Reports to work on time and as scheduled. Performs other duties as assigned. Position Requirements
Knowledge of marketing principles, channels, and performance measurement. Strong analytical skills, including experience working with spreadsheets, reports, and basic statistical concepts. Ability to work occasional evenings and weekends for credit union events, up to 10 events per year. Valid Montana driver's license and good driving record, plus the ability to maintain insurability under Whitefish Credit Union's vehicle insurance policy. Ability and willingness to travel to branches and events in support of marketing initiatives. Ability to communicate effectively in person, in writing, and over the phone with internal and external stakeholders; courtesy and tact are essential. Ability and willingness to interact calmly and professionally with people from all backgrounds. Ability to multitask, prioritize, and organize day-to-day responsibilities with attention to detail and timeliness. Ability to follow oral and written instructions. Ability to work with others effectively, listen well, share work-related information, and be tolerant of others' work styles. Competent with Microsoft Office; willingness to work with analytics and marketing platforms (e.g., Google Analytics, HubSpot, BlastPoint, or similar tools). Ability to lift up to 25 lbs., with or without accommodation. Completes mandatory annual BSA training that includes Red Flag, Identity Theft, OFAC, CTR, and SAR reporting and thresholds, as well as the safekeeping of member information, and passes any applicable tests. Follows all Whitefish Credit Union, Montana, and Federal information privacy guidelines. Adheres to all Whitefish Credit Union policies and procedures. Protects member and Whitefish Credit Union confidential information. Required Education and Experience
Bachelor's degree in marketing, communications, public relations, business, statistics, data analytics, or a related field. 3-5 years of professional experience preferred, with at least 12 years involving data analysis, reporting, or marketing analytics. Experience with marketing platforms (e.g., email, web analytics, or CRM systems) preferred. This job description is to be considered a general outline of the duties and responsibilities of this position and is subject to changes and revisions by management at any time. Responsibilities are listed as guidelines only and the job is not necessarily limited to these specifications.
The Marketing Analyst serves as the primary owner of marketing reporting and analytics for Whitefish Credit Union. This role performs quantitative and qualitative analysis to evaluate programs, products, services, and markets, providing clear, data-driven insights and recommendations that inform marketing decisions. The Marketing Analyst maintains and enhances marketing data systems, develops recurring and ad hoc reports and dashboards, and supports campaigns by turning data into actionable guidance for the marketing team and leadership. This position helps ensure that marketing investments are measured effectively and aligned with member needs, market opportunities, and organizational goals. Position Functions
Market & Member Analysis Conducts market, member, and product analysis to understand sales potential, market conditions, and opportunities for growth. Uses tools such as Google Analytics, BlastPoint, HubSpot data, and internal reports to identify trends in member behavior, product interest, and channel performance. Translates findings into clear, practical recommendations that support positioning, targeting, and campaign planning. Reporting, Dashboards, and Budget Tracking Serves as the primary owner of marketing reporting and analytics, including recurring and ad hoc reports for leadership and the Board. Tracks and reports on all marketing and donation expenses by market and campaign, providing monthly variance reports and forecasts. Lead the development and ownership of marketing campaign goals and objectives in partnership with key internal stakeholders, ensuring alignment with broader organizational priorities. Conduct benchmarking analysis to evaluate performance and identify opportunities to expand and optimize marketing initiatives. Develops and maintains dashboards and summary reports that highlight key results, trends, and recommended next steps rather than only raw numbers. Campaign & Media Performance Analysis Supports marketing campaigns by defining measurement plans, tracking results, and producing post-campaign analyses. Evaluates media and advertising results, including post-buy analysis, and recommends adjustments to targeting, channel mix, or spend to improve ROI. Assists with direct marketing initiatives by analyzing target audiences, validating lists, and measuring response and yield. Website & Digital Analytics Monitors website and HubSpot performance, including traffic, visitor flows, conversion behavior, and product interest. Incorporates digital performance metrics into monthly reports and campaign summaries. Shares data-backed suggestions to improve engagement and conversion, in coordination with team members who manage content and vendor relationships. Collaboration & Internal Support Collaborates with Marketing, Lending, Branches, IT, and third-party partners by providing data, requirements, and clear measurement criteria. Prepares data and insights to support presentations, cross-functional projects, and strategic planning discussions. Communicates analytical findings in a way that is understandable to non-analytical audiences, focusing on what the data means and what actions are recommended. Events & Other Duties Supports marketing-led events as needed in an "all-hands-on-deck" capacity, for approximately 10 events per year. Assists with occasional branch visits to help ensure marketing materials and campaigns are properly represented. Reports to work on time and as scheduled. Performs other duties as assigned. Position Requirements
Knowledge of marketing principles, channels, and performance measurement. Strong analytical skills, including experience working with spreadsheets, reports, and basic statistical concepts. Ability to work occasional evenings and weekends for credit union events, up to 10 events per year. Valid Montana driver's license and good driving record, plus the ability to maintain insurability under Whitefish Credit Union's vehicle insurance policy. Ability and willingness to travel to branches and events in support of marketing initiatives. Ability to communicate effectively in person, in writing, and over the phone with internal and external stakeholders; courtesy and tact are essential. Ability and willingness to interact calmly and professionally with people from all backgrounds. Ability to multitask, prioritize, and organize day-to-day responsibilities with attention to detail and timeliness. Ability to follow oral and written instructions. Ability to work with others effectively, listen well, share work-related information, and be tolerant of others' work styles. Competent with Microsoft Office; willingness to work with analytics and marketing platforms (e.g., Google Analytics, HubSpot, BlastPoint, or similar tools). Ability to lift up to 25 lbs., with or without accommodation. Completes mandatory annual BSA training that includes Red Flag, Identity Theft, OFAC, CTR, and SAR reporting and thresholds, as well as the safekeeping of member information, and passes any applicable tests. Follows all Whitefish Credit Union, Montana, and Federal information privacy guidelines. Adheres to all Whitefish Credit Union policies and procedures. Protects member and Whitefish Credit Union confidential information. Required Education and Experience
Bachelor's degree in marketing, communications, public relations, business, statistics, data analytics, or a related field. 3-5 years of professional experience preferred, with at least 12 years involving data analysis, reporting, or marketing analytics. Experience with marketing platforms (e.g., email, web analytics, or CRM systems) preferred. This job description is to be considered a general outline of the duties and responsibilities of this position and is subject to changes and revisions by management at any time. Responsibilities are listed as guidelines only and the job is not necessarily limited to these specifications.