Note: The job is a remote job and is open to candidates in USA. Rate is a retail mortgage lender providing technology-driven homeownership and financial services. The company is seeking a Marketing Data Analyst to analyze customer and marketing data, evaluate campaign performance, identify growth opportunities, and deliver actionable insights. The role collaborates with marketing, strategy, product, data engineering, and business teams to improve marketing effectiveness and business outcomes.
Responsibilities
- Analyze marketing, campaign, and customer data to identify trends, performance drivers, audience behaviors, and optimization opportunities
- Develop recurring reports, dashboards, and performance metrics to monitor campaign effectiveness, customer engagement, acquisition, and conversion
- Design and evaluate A/B tests, holdout analyses, and other measurement frameworks to assess campaign impact and guide decision-making
- Translate complex data findings into clear, actionable insights and recommendations for business stakeholders and leadership
- Collaborate with cross-functional teams to define KPIs, establish measurement strategies, and support key marketing initiatives
- Partner with data engineering and business teams to ensure data quality, consistency, integration, and accessibility across marketing, analytics, and CRM platforms
- Support audience segmentation, campaign targeting, attribution, and customer journey analysis to improve marketing performance
- Monitor fintech, mortgage, consumer, and competitive trends to inform marketing strategies and investment decisions
- Apply data governance, privacy, and regulatory compliance best practices when working with customer and marketing data
Skills
- 5+ years of experience in marketing analytics, data analytics, business intelligence, or a related quantitative role supporting customer acquisition, engagement, retention, or campaign optimization
- Strong proficiency in SQL and experience using Python, R, or similar tools for data analysis and reporting
- Experience building dashboards and reporting solutions using Tableau, Power BI, Looker, or similar business intelligence platforms
- Strong understanding of marketing measurement, campaign analytics, customer segmentation, attribution, and KPI development
- Experience designing, analyzing, and interpreting A/B tests and other marketing measurement methodologies
- Familiarity with data sources such as Google Analytics, Adobe Analytics, CRM platforms, paid media platforms, and email marketing tools
- Experience working with cloud-based data environments such as AWS, GCP, Azure, Snowflake, or Databricks
- Excellent analytical, problem-solving, and communication skills, with the ability to present insights to non-technical stakeholders
- Bachelor's degree in Analytics, Statistics, Mathematics, Economics, Finance, Business, Computer Science, or a related quantitative field
- Experience supporting performance marketing, customer acquisition, lifecycle marketing, or retention initiatives within financial services, fintech, mortgage lending, or a related industry
- Familiarity with platforms such as Salesforce, Encompass, Velocify, or similar CRM and customer management systems
- Understanding of the mortgage customer lifecycle and digital conversion funnels
- Experience with audience segmentation, customer journey analysis, incrementality testing, and marketing attribution
- Knowledge of regulatory, compliance, and data privacy requirements within financial services or mortgage lending
- Advanced degree in Analytics, Statistics, Economics, Finance, Business, or a related field
Benefits
- Eligibility to participate in a company-sponsored 401(k)
- Vacation benefits
- Eligibility for medical, dental, vision, and prescription drug benefits
- Flexible benefits, including 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, including an employee assistance program
- Legal planning assistance
- Identity theft protection
- Wellness resources
Company Overview
Company H1B Sponsorship