Senior Performance Marketing Analyst, Vestwell
$95-115k
Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired
The modern savings platform
Job no longer available
The modern savings platform
201-500 employees
Job no longer available
$95-115k
Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired
201-500 employees
Company mission
To make saving for life's most important milestones accessible to everyone.
Role
Who you are
- We are looking for a strategic and data-driven performance marketing analyst to serve as the analytical backbone of our marketing team
- 3-5+ years’ experience in performance marketing analytics or a similar role, preferably within the financial or technology industry
- Proficiency in Hubspot and Salesforce
- Strong analytical skills with the ability to interpret complex data sets and generate insights
- Experience in developing and implementing comprehensive dashboards to monitor marketing funnel performance in Tableau or Sigma
- Ability to manage multiple projects and meet deadlines in a fast-paced environment
- Detail-oriented with a strong focus on accuracy and quality of work
What the job involves
- You’ll take charge of building impactful drip campaigns, maintaining our contact database and data flows, and creating engaging landing pages and demo forms
- Your keen eye for detail will help us generate insightful marketing reports that drive our success
- You’ll monitor the entire marketing funnel—from lead generation all the way to opportunity close—ensuring that every step is optimized for maximum impact
- You’ll work closely with our finance and sales teams to align our marketing strategies with our overarching business goals
- Reporting to our head of marketing growth, you’ll play a crucial role in steering our marketing initiatives and helping us achieve extraordinary growth
- HubSpot enthusiast with a deep understanding of its functionalities and proficient in designing drip campaigns and landing pages
- Maintain and optimize the contact database, ensuring data accuracy and segmentation for targeted marketing campaigns
- Manage marketing automation tools (e.g., HubSpot, Salesforce) to streamline processes, improve efficiency, and enhance lead nurturing
- Collaborate with content creators to develop messaging that resonates with the target audience while adhering to industry regulations
- Generate detailed reports and dashboards to track key performance indicators (KPIs) such as lead generation, conversion rates, and ROI
- Monitor and analyze the marketing funnel, identifying bottlenecks and opportunities for improvement
- Conduct A/B testing and other experiments to optimize marketing campaigns and strategies; Gather feedback from stakeholders to refine processes and improve outcomes
- Work closely with Sales, Finance, and Product teams to ensure alignment of marketing initiatives with business objectives
Application process
- It starts the same for every candidate: getting to know the team members through 1 - 2 conversations about Vestwell, your experience, and your interests
- Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well
- Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer
- We prioritize transparency and lack of surprise throughout the process
Our take
Access to retirement and workplace savings remains a challenge for many American workers, especially in gig and non-traditional roles. Founded in 2016, Vestwell is a fintech company making savings simpler, more accessible, and inclusive. From retirement accounts to students loan repayment and specialized savings programs, Vestwell is helping build a modern savings economy for everyone.
Vestwell's platform gives employers, payroll providers, and financial advisors easy tools to manage savings plans, while empowering employees to save directly from their paychecks. And programs like the Amazon Delivery Service Partner pooled employer plan and state-run auto-IRA initiative show just how Vestwell is helping underserved workers gain access to retirement savings, creating real financial security for millions nationwide.
Serving nearly 1.5M participants across 350,000 businesses with over $35B in assets, Vestwell has raised $125M in recent funding and expanded state partnerships. By tailoring solutions for gig and mobile workforces, the company has put itself in a prime position to continue transforming how Americans save, making financial security more accessible than ever.
Steph
Company Specialist at Welcome to the Jungle
Insights
17% employee growth in 12 months
Company
Funding (last 2 of 5 rounds)
Dec 2023
$125m
SERIES D
Jul 2021
$70m
SERIES C
Total funding: $237.5m
Company benefits
- Competitive health coverage
- A dedicated Employee Wellbeing Committee
- Generous vacation, safe/sick time, and leave policies
- Strong focus on learning & development
- Hybrid work environment
- A great 401(k) plan!
Company HQ
Midtown East, New York, NY
Leadership
Aaron Schumm
(Founder & CEO)Studied Finance at GIES College of Business and then received an MBA from Duke. Head Equity Research at financial advisory firm Dillon Scott Securities, Product Manager at Fiserv, VP of Product Marketing at Citi.
David Sheen
(CFO)David joined Vestwell in 2017 as an SVP of Finance & HR and became CFO in 2020. Prior to this, he spent 2 years at Primary Venture Partners as a Senior Associate and Principal and 3 years at Morgan Stanley as an Investment Banking Associate.
Jonathan Mark
(COO)Jonathan joined Vestwell in 2021 as an SVP of Business Operations & Strategy and became COO in 2023. Prior to this, he was the Interim Head of Member Operations at Garner Health and a Go-to-market Consultant at Elemental Cognition. He also spent nearly 7 years at Bridgewater Associates in various roles including Chief of Staff to Department Head of Engineering and AI (Principles Division) and Head of Business Operations (Principles Division).
Patty Kim
(CPO)Prior to joining Vestwell in 2020, Patty was a Senior Director of Global Talent Acquisition/VP of People Ops & Talent at Conductor. She also spent 3 years at Dentsu Aegis Network as a Director of Talent Acquisition and 3 years at 24 Seven as an Account Manager.
Rob Molchon
(CTO)Prior to joining Vestwell in 2021, Rob held VP roles at Integral Ad Science, Sizmek, MediaMind, and Unicast.
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