Senior Sales & Marketing Analyst Job at Nationwide Private Client
Nationwide Private Client is seeking a detail-oriented and strategic Senior Sales & Marketing Analyst to support our growth initiatives across high-net-worth insurance solutions. This remote role is ideal for a driven individual with strong analytical expertise and experience in marketing performance tracking, sales reporting, and strategic business insights.
As the Senior Sales & Marketing Analyst, you will be a core member of the marketing and business development teams, helping to identify trends, measure ROI, and optimize strategies to drive performance. You’ll work cross-functionally with sales, underwriting, finance, and executive leadership to inform decision-making through data storytelling and reporting dashboards. This role requires a blend of analytical rigor, marketing knowledge, and stakeholder communication skills.
Key Responsibilities:
- Analyze sales and marketing performance data, providing insights to optimize campaigns, channels, and customer segments.
- Develop dashboards and performance reports for marketing campaigns and sales pipeline metrics.
- Forecast sales and revenue based on current performance and marketing activities.
- Collaborate with sales and marketing leadership to create data-driven strategies.
- Evaluate CRM and lead funnel data to identify bottlenecks and growth opportunities.
- Assist in budgeting, planning, and financial modeling for marketing expenditures.
- Present findings and recommendations to senior stakeholders and cross-functional teams.
- Track industry benchmarks and competitor performance for strategic comparisons.
Requirements:
- Bachelor’s degree in Marketing, Business, Finance, Data Analytics, or related field.
- 5+ years of experience in marketing analytics, business intelligence, or sales operations.
- Strong proficiency in Excel, Power BI, Tableau, or other analytics tools.
- Experience with CRM platforms (Salesforce preferred).
- Excellent analytical, problem-solving, and presentation skills.
- Ability to manage multiple projects simultaneously in a fast-paced environment.
- Exceptional attention to detail and data accuracy.
- Insurance industry experience is a plus, particularly in high-net-worth or private client markets.
Benefits:
- Remote-first work model with flexible hours.
- Competitive salary with performance bonuses.
- Comprehensive medical, dental, and vision coverage.
- Retirement plan with company matching.
- Generous paid time off and holidays.
- Annual professional development support.
- Employee recognition and wellness programs.
Company Overview:
Nationwide Private Client is a premier provider of high-net-worth personal insurance solutions, offering customized coverage and concierge-level service to individuals and families across the country. As part of the Nationwide family of companies, we combine financial strength with a boutique approach tailored to the needs of our affluent clientele. Our culture is built on trust, collaboration, and integrity—and we are proud to foster an environment where professionals thrive and grow.
Apply Now
As the Senior Sales & Marketing Analyst, you will be a core member of the marketing and business development teams, helping to identify trends, measure ROI, and optimize strategies to drive performance. You’ll work cross-functionally with sales, underwriting, finance, and executive leadership to inform decision-making through data storytelling and reporting dashboards. This role requires a blend of analytical rigor, marketing knowledge, and stakeholder communication skills.
Key Responsibilities:
- Analyze sales and marketing performance data, providing insights to optimize campaigns, channels, and customer segments.
- Develop dashboards and performance reports for marketing campaigns and sales pipeline metrics.
- Forecast sales and revenue based on current performance and marketing activities.
- Collaborate with sales and marketing leadership to create data-driven strategies.
- Evaluate CRM and lead funnel data to identify bottlenecks and growth opportunities.
- Assist in budgeting, planning, and financial modeling for marketing expenditures.
- Present findings and recommendations to senior stakeholders and cross-functional teams.
- Track industry benchmarks and competitor performance for strategic comparisons.
Requirements:
- Bachelor’s degree in Marketing, Business, Finance, Data Analytics, or related field.
- 5+ years of experience in marketing analytics, business intelligence, or sales operations.
- Strong proficiency in Excel, Power BI, Tableau, or other analytics tools.
- Experience with CRM platforms (Salesforce preferred).
- Excellent analytical, problem-solving, and presentation skills.
- Ability to manage multiple projects simultaneously in a fast-paced environment.
- Exceptional attention to detail and data accuracy.
- Insurance industry experience is a plus, particularly in high-net-worth or private client markets.
Benefits:
- Remote-first work model with flexible hours.
- Competitive salary with performance bonuses.
- Comprehensive medical, dental, and vision coverage.
- Retirement plan with company matching.
- Generous paid time off and holidays.
- Annual professional development support.
- Employee recognition and wellness programs.
Company Overview:
Nationwide Private Client is a premier provider of high-net-worth personal insurance solutions, offering customized coverage and concierge-level service to individuals and families across the country. As part of the Nationwide family of companies, we combine financial strength with a boutique approach tailored to the needs of our affluent clientele. Our culture is built on trust, collaboration, and integrity—and we are proud to foster an environment where professionals thrive and grow.
Apply Now