Marketing Data Analyst

at Lincoln Financial Group in Montpelier, Vermont, United States

Job Description

Alternate Locations: Work from Home

Work Arrangement: Work from Home

Relocation assistance: : is not available for this opportunity.

Pay Range: $65,700 – $118,300

Bonus Potential: 5%

Requisition #: 71005

The Role at a Glance

As the Marketing Data Analyst , you will consult/analyze and deliver on financial wellness analytics and decision support tool metrics to support goals and objectives for the customer experience and marketing teams. You will act as a resource to the team and management to support implementation of marketing campaigns, segmentation, and advanced analytics for multiple business units. You will also identify complex data patterns and trends and provide insights to enhance business decision making.

What you’ll be doing

+ Engage with internal partners to understand business needs, goals and objectives and collaborate effectively with multi-functional teams. Participate in discovery meetings and document analytics requirements including relevant data flow between applications and data sources

+ Understand business processes in the context of the decision support tools and apply knowledge across business units

+ Define KPIs and effectively track to support the objectives of multiple business units

+ Collect and analyze both structured and unstructured data from sources including but not limited to calls, chats, surveys, social media, and voice of customer

+ Perform data mining, segmentation, customer profiling and advanced quantitative analyses to assess customer behavior and make recommendations

+ Develop visualizations, proactively identify trends, and effectively communicate findings and analytics insights to senior leaders, and key stakeholders

+ Partner with marketing to support A/B and multivariate testing to improve campaign effectiveness based on performance data analytics

+ Identify requirements for email/digital campaign measurement and work with cross-functional teams to implement tags

+ Evaluate and analyze marketing campaigns and create data driven insights to measure impact of marketing outreach and campaigns

+ Use voice of customer and analytics to inform content strategy and topics that resonate the most with our audiences

+ Proficiency in digital tools to track behavioral analytics and analyze digital traffic patterns for user journeys, user flows, user experience and reporting

+ Serve as a key resource on financial wellness data and analytics, assist in coordination of KPI information flow. Maintain alignment and provide regular presentations to stakeholders

What we’re looking for


+ 3+ years in customer experience, marketing analytics or other experience directly related to the specific duties of this position

+ Ability to pull data from structured, un-structured databases and provide analysis

+ Proficiency in SQL

+ Working knowledge of digital analytics platforms like Google analytics

+ Expert knowledge of data visualization tools

+ Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)

+ Excellent Verbal and written communication skills

+ Ability to work with others in a team environment

+ Demonstrate excellent organizational skills with the ability to prioritize workload and multi-task while maintaining attention to detail

+ Ability to work independently and research various data sources as per business needs


+ Experience working with R, Python, SAS, data science tools is a plus

+ Familiarity with Google Analytics, Data Studio, Tableau is a plus

+ Basic knowledge of Salesforce CRM and Salesforce Marketing Cloud is a plus

+ Experience with multi-channel campaigns

+ Personalized communication using financial wellness data/analytics


What’s it like to work here?

At Lincoln Financial Group, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.

What’s in it for YOU:

+ A clearly defined career framework to help you successfully manage your career

+ Leadership development and virtual training opportunities

+ PTO/parental leave

+ Competitive 401K and employee benefits (

+ Free financial counseling, health coaching and employee assistance program

+ Tuition assistance program

+ A leadership team that prioritizes your health and well-being; offering a remote work environment and flexible work hybrid situations

+ Effective productivity/technology tools and training

Work Arrangement

Work from Home : Employees will work from home and are not required to work in a Lincoln office on a regular basis.

Lincoln will evaluate the following when setting the successful candidate’s wage rate:

• Prior work or industry experience.

• Education level to the extent education is relevant to the position.

• Unique skills

About The Company

Lincoln Financial Group, a Fortune 200 company with over 10,000 employees, provides advice and solutions that help empower Americans to take charge of their financial lives with confidence. Our core business areas – Life Insurance, Annuities, Retirement Plan Services and Group Protection – focus on supporting, preserving and enhancing over 17 million customer’s lifestyles and retirement outcomes.

Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. The company had $324 billion in end-of-period account values as of June 30, 2021.

Ranked one of the Best Large Employers in America and Best Employers for Women by Forbes magazine as well as one of Newsweek’s Most Responsible Companies, Lincoln Financial Group makes a serious investment in our employees’ futures through a broad range of wealth accumulation and protection plans, health and wellness programs, and career development resources designed to help each individual reach their personal and professional goals.

Lincoln is committed to creating a diverse and inclusive (\page\id=1422918942386) environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Lincoln Financial Group is a committed corporate citizen included on major sustainability indices including the Dow Jones Sustainability Index North America and FTSE4Good. Dedicated to diversity and inclusion, we earned perfect 100 percent scores on the Corporate Equality Index and the Disability Equality Index. Follow us on Facebook ( , Twitter ( , LinkedIn ( , and Instagram ( . Sign up for email alerts at

Be Aware of Fraudulent Recruiting Activities

If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus in

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Job Posting: JC231971320

Posted On: Jan 11, 2023

Updated On: Feb 08, 2023

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