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About the Role

The Marketing Insights, Planning, and Analytics (IPA) group supports Schwab's marketing teams by providing data-driven insights and recommendations. This role is part of the Marketing Effectiveness team, focused on driving business growth and deepening client relationships through advanced analytics and big data capabilities. The Marketing Analyst will use their analytical prowess, curiosity, and communication skills to enhance marketing initiatives and guide senior leadership decisions.

Responsibilities

Champion analytical best practices in designing marketing efforts with clear business rationale.
Focus on a test and learn approach to optimize future initiatives.
Scope analytics projects, including resource identification, analysis approach, and execution plans.
Proactively analyze data to uncover insights that increase business value.
Leverage business, industry, and marketing knowledge to enhance program insights.
Manage multiple projects simultaneously, meeting partner expectations and deadlines.
Execute the complete analytics project lifecycle, including data extraction, preparation, analysis, and documentation.
Implement frameworks and methodologies to streamline processes and foster collaboration.
Design and build reports and dashboards to measure campaign performance using tools like Tableau.
Partner with technical and non-technical resources to integrate efforts.
Collaborate with external technology and analytics teams for marketing analytic projects.

Requirements

B.S. degree in a quantitative field such as Statistics, Mathematics, Computer Science, Economics, Operations Research, or Engineering.
SQL or SAS (or equivalent) programming/data processing experience.
Experience with testing concepts and implementation (A/B, test and control, experimental design).
Ability to work with large transactional databases across multiple platforms (Google Cloud Data Warehouse a plus).
Experience building and maintaining reports and dashboards (Tableau preferred).
Understanding of data management principles, including data governance and ETL processes.
3+ years of related work experience.

Skills

Analytical prowess
Intellectual curiosity
Exceptional collaborative skills
Exceptional communications skills
Ability to translate data needs and technical context into clear stories
SQL
SAS
Tableau
Data management principles
Data governance
ETL processes
Testing concepts
A/B testing
Test and control
Experimental design
Problem-solving
Oral communication
Written communication
Interpersonal skills

Location

Remote

Work Type

Full-time

Experience Level

3+ years of related work experience
5+ years experience in a marketing analytics role preferred

Education Level

B.S. degree in Statistics, Mathematics, Computer Science, Economics, Mathematics, Operations Research, Engineering or similar quantitative field.

About the Company

The Marketing Insights, Planning, and Analytics group (IPA) supports multiple marketing teams at Schwab through data driven insights and recommendations.
Our mission is to help marketing better understand the needs and behaviors of our prospects and clients through statistical analysis and modeling, reporting and analytics, and data management.
This role is part of the Marketing Effectiveness team, a horizontal function supporting multiple teams within the marketing organization.
The team’s core objective is to substantively drive business growth and deepen client relationships by transforming how Schwab uses analytics & big data.
We do this by delivering insightful analyses and by uncovering/introducing new analytic and data capabilities.
We are passionate, client-centric, data-driven analysts and business leaders who seek to deliver meaningful revenue-generating and cost-saving results.