Marketing Analytics Manager

Who we are:

CD Valet® is a new fintech and online marketplace that connects consumers to financial institutions to compare and open Certificates of Deposit (CDs) with the most competitive rates and terms nationwide. With daily rate updates and earnings calculators, CD Valet gives consumers an array of free tools to help them find the right CD to meet their savings goals. Banks and credit unions can attract more deposits through CD Valet’s advertising, analytics and account opening solutions that enable them to design, price and promote CDs to a targeted market of ready-to-buy savers across the nation. CD Valet is operated by Seattle Bank, and CD Valet and Seattle Bank are wholly owned subsidiaries of Seattle Bancshares, Inc.

Position Summary

The Marketing Analyst leads data analysis and reporting for CD Valet and provides information and insights to support all marketing communications activities designed to increase website traffic, increase conversion and revenue generation, and attract new financial institution partners. Position requires a strategic marketing perspective coupled with hands-on experience working with performance marketing conversion campaigns, demand generation, data analysis tools and platforms, sales funnel management, revenue analysis, business intelligence tools, as well as an understanding of compliance requirements, strong attention to detail, and excellent judgment.     

This position is located in our office on Mercer Island and requires full-time, in-person work.  

Essential Duties

• Data Analysis: Supports generation of weekly and monthly reports (routine and ad-hoc) for management and the Board to track overall marketing, advertising spend, and business performance across multiple platforms (Google Analytics 4, Looker Studio, Google Search Console, paid ad platforms, SEMrush, Ahrefs, Profound, & PowerBI) to evaluate the impact of marketing strategies. 
• Serve as the go-to resource for interpreting performance trends, validating data, and shaping best practices across CD Valet
• Apply statistical methods and data visualization tools (e.g., Excel, SQL, Power BI, Looker Studio) to communicate insights effectively
• Manage, query, and validate data within relational databases or data warehouses (SQL-based)
• Analyze customer behavior, conversion funnels, and engagement metrics to uncover actionable insights that drive marketing decisions
• Leverage and elevates the CD Valet Market Intelligence Tool to track and publish trends and data to position CD Valet as the industry’s leading resource for CD rate, product and consumer information and insights
• Paid Advertising Support: Collaborates with the MarCom team and external partners for execution of paid search, paid social, and other advertising campaigns for CD Valet. 
• Monitor and report on performance through Google Analytics and ad platforms themselves (Google & Meta)
• Lead analysis and discussion of CAC metrics to drive toward profitable unit economics
• Evaluate effectiveness across all budgeted advertising spend to drive CD Valet towards higher ROAS & ROI
• Product Development Collaboration: Initiates product enhancements and works closely with our development partner and cross-functional teams such as Product, Sales, IT and others to develop, test, and go-to-market with new features and new UI/UX, ensuring effective user experience and accurate attribution.
• Assists Principal Product Manager in defining scope, use cases, and success metrics to guide product roadmap decisions
• Coordinates with product, engineering, and data teams to validate analytics implementation, ensure proper tagging (GTM), event tracking, and conversion attribution
• Revenue Analysis & Business Intelligence: Collaborates with the Head of Partnerships and the FI Success Manager to analyze sales, customer behavior, pricing, and market conditions to help with forecasting, improving profitability, and identifying growth opportunities. Develops and maintains revenue model, iterating as strategies and business conditions evolve. Supports forecasting efforts by integrating historical performance, market indicators, and pipeline data into dynamic revenue projections 
• Physically attending work on a set and predictable schedule is an essential function of this job.  

• Due to the collaborative nature of this position, it requires daily in-person work. After a 90-day training period, this position allows for one day of work from home each week. No exceptions will be granted. 
• Undergraduate degree in Business, Marketing, Communications or equivalent experience required.
• Minimum four years of experience in data analysis and reporting in a marketing function; financial services industry experience preferred.
• Strong technical proficiency with Google Analytics, Looker Studio, Power BI, and Microsoft Office and marketing automation software (customer.io).
• Experience supporting product development, UX/UI enhancements, or analytics implementation (event tracking, Google Tag Manager experience).
• Strong understanding of digital marketing, attribution modeling, customer segmentation and revenue modeling.
• Excellent written and verbal communications skills, attention to detail and understanding of the importance of compliance and documentation.
• Ability to prioritize and balance competing demands, align priorities with overall corporate and marketing strategy, and build consensus among stakeholders.
• Strong project management skills and experience collaborating with external partners, including marketing and communications firms and website development firms.

CD Valet Benefits

We’re committed to delivering our promise of peace of mind to our clients and fostering a collaborative, inclusive and supportive workplace for our team members. Our comprehensive benefits program for eligible employees includes: 

• Medical/Vision, and Dental insurance 
• Life Insurance, Long Term Disability, Voluntary Life 
• 401K with Bank contribution, Stock Award, and Incentive Opportunity  
• Paid Time Off:
• Vacation – 3 Weeks
• Sick Time – 1 hour per 40 hours worked
• Holidays – 10 days
• Transportation and fitness benefits
• And fun, extra perks such as company social events, paid volunteer hours, quarterly incentive awards, and professional development opportunities.