Marketing Data Strategist

Rate, the #2 retail lender nationwide, is transforming the mortgage experience for both consumers and professionals by combining human expertise with data-driven technology. Our growth depends on attracting top Loan Originators, and we’re looking for a Marketing Data Strategist to turn insight into action in how we attract, engage, and convert qualified originators.

About the Role
We’re looking for a sharp, curious, slightly restless strategic analyst—someone who doesn’t just The right candidate is not a passive reporter of dashboards. They are a translator of signal , a challenger of assumptions, and a builder of clarity in a category often clouded by complexity.

You should be equally comfortable:

Finding/recommending new datasets

Identifying patterns others miss

Explaining why something is happening—not just what

If you enjoy turning ambiguity into direction—and data into revenue—you’ll fit right in.

What You’ll Do
Bring the customer into focus

Develop audience segmentation models based on production level, demographics, engagement behavior, customer base, intent and lifecycle stage

Work with marketing colleagues to develop targeted profiles and improve outreach strategies based on geography, production level, and engagement behavior

Surface insights about target segment needs, timing, and decision drivers

Help the team better understand who engages or converts and why

Analyze marketing performance across paid, owned and earned channels (media, CRM, web, partnerships)

Translate findings into clear, actionable recommendations the business can act on immediately

Find and recommend traditional and nontraditional new sources of data

Identify drivers of pipeline fill, lead quality, conversion, and lifetime value.

Own the marketing measurement ecosystem

Build and maintain dashboards on key metrics that actually get used. This includes creating and managing data infrastructure to track and report on prospect marketing performance, including CRM activity, funnel conversions, and source attribution

Define KPIs that reflect real marketing and business impact: This may include awareness and sourcing metrics, engagement and funnel efficiency, conversion and speed metrics (time to engage/time to convert), candidate experience metrics, and return on investment metrics.

Ensure data integrity across platforms (CRM, analytics tools, media platforms)

Improve acquisition and conversion performance

Partner with marketing and product teams to optimize journeys and funnels

Analyze drop-off points and recommend friction-reducing improvements

Support A/B testing and experimentation frameworks

Partner with creative and media teams to refine messaging, placements, and content using data-driven insights

Support A/B testing and ongoing experimentation to improve conversion rates and overall funnel efficiency

Work with Recruiting Operations to strengthen lead scoring, CRM integration, and data quality

What We’re Looking For
Knowledge and Skills

4+ years of experience in marketing analytics, data analytics, pr growth analytics and strategy

Strong preference for mortgage experience

Ability to turn data into clear, practical marketing insights

Hands‑on proficiency in tools such as SQL, Python, Excel, BI platforms (e.g. Tableau, Power BI, Looker)

Experience working with marketing data (Google Analytics, Salesforce, HubSpot, other CRM systems and paid media platforms)

Solid understanding of digital funnels and optimization, multi-channel attribution, audience segmentation, and performance marketing

Strong communication skills with the ability to make data easy to understand and useful

Comfortable working cross‑functionally with both marketing and recruiting teams

Experience in financial services, recruiting or regulated industries

Familiarity with customer journey mapping and lifecycle marketing

Exposure to experimentation frameworks (A/B testing, incrementality testing)

Read and interpret API documentation (internal and external) and independently integrate with internal and third‑party systems using secure authentication methods (OAuth, API keys, SSO). Proven experience building scalable, reliable data pipelines that unify disparate data sources into actionable insights.

How you Think ––this Matters more than Toolkit

You are naturally curious— you don’t stop at the first answer

You simplify complexity into something others can actually use

You are comfortable saying, “this doesn’t make sense”

You care about business outcomes, not just clean analyses

You bring a point of view, not just a report

Why This Role Matters
This is a high‑stakes, high‑friction category where timing, trust, and clarity determine who wins.

This role helps the company:

Acquire more and better Loan Officers

Convert intent into action more efficiently

Make faster, smarter marketing decisions grounded in reality

In short: you help turn marketing from a cost center into a growth engine.

report on performance but hunts for advantage. This role sits at the intersection of data, human behavior, and growth . You will turn marketing data into clear, actionable insight that drives smarter decisions across acquisition, engagement and retention in a highly competitive lending and loan originator landscape.

As the Marketing Data Strategist focused on Loan Originator recruitment, you’ll serve as the analytical engine behind Rate’s talent marketing efforts. You’ll build and optimize data frameworks, measure marketing effectiveness across channels, and deliver reporting that helps recruiting and marketing teams scale efficiently. You’ll work closely with Recruitment marketing— from strategy and creative leadership to media and performance marketing— as well talent acquisition to ensure campaigns resonate with the right prospects and drive to our regional and sales conversion teams.

Benefits
The company offers a comprehensive benefits program to eligible employees, including eligibility to participate in a company-sponsored 401(k); vacation benefits; eligibility for medical, dental, vision, and prescription drug benefits; flexible benefits (e.g., healthcare and/or dependent day care flexible spending accounts); life insurance and death benefits; critical care insurance; personal accidental insurance; commuter benefits; pet insurance; certain time off and leave of absence benefits; well‑being benefits (e.g., employee assistance program); and other supplemental benefits (e.g. legal planning assistance; identity theft protection; pet insurance; wellness resources).

Equal Opportunity Employment
Rate is an Equal Opportunity Employer that welcomes and encourages all applicants to apply regardless of age, race, sex, religion, color, national origin, disability, veteran status, sexual orientation, gender identity and/or expression, marital or parental status, ancestry, citizenship status, pregnancy or other reason protected by law.

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