Marketing Operations and Analytics Specialist at Falcon Wealth Planning, Inc.

Ontario, California, United States -

Full Time

Start Date

Immediate

Expiry Date

15 Jun, 26

Salary

65000.0

Posted On

17 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Marketing Analytics, CRM Infrastructure, Lead Generation Systems, Data Analysis, Campaign Execution, Reporting, Google Analytics 4, Salesforce, HubSpot, KPI Tracking, Marketing Technology, Data Integrity, Google Tag Manager, UTM Tracking, WordPress CMS, SEO Optimization

Industry

Investment Management

Description

The Role The Marketing Operations & Analytics Specialist supports Falcon’s marketing engine by managing analytics, CRM infrastructure, website updates, and lead generation systems. You will ensure Falcon’s marketing technology stack runs efficiently while providing insights into what is working, why it’s working, and how we improve performance. This role bridges data analysis, marketing operations, and campaign execution. Key Responsibilities Marketing Analytics & Reporting • Develop and maintain Falcon’s marketing analytics and reporting framework • Create dashboards and reports using tools such as Google Analytics (GA4), Salesforce, and HubSpot • Monitor campaign performance and provide recommendations to improve lead generation and marketing ROI • Track website traffic, lead sources, and conversion performance • Identify trends in data and provide insights to support marketing and business growth KPI Tracking & Campaign Measurement • Establish and track key marketing performance metrics (KPIs) • Analyze campaign performance and optimize based on data insights • Support leadership with clear, data-driven reporting and recommendations Marketing Technology & Data Integrity • Maintain marketing analytics tools including Google Analytics 4, Google Tag Manager, Salesforce, and HubSpot • Perform tagging audits and ensure accurate tracking of all campaigns • Manage UTM tracking codes and attribution models • Ensure clean, reliable data across marketing platforms CRM Management • Manage and maintain lead flow and reporting within Salesforce and HubSpot • Maintain lead scoring, segmentation, and marketing automation workflows • Ensure accurate lead tracking and integration between marketing and sales systems Website & Lead Generation • Maintain and update Falcon’s website using WordPress CMS • Build and update landing pages to support marketing campaigns • Ensure content is SEO optimized and aligned with brand standards • Support email marketing and automated lead nurturing workflows AI-Enabled Marketing Support • Use generative AI tools such as ChatGPT, Gemini, and Claude to assist with content generation, campaign analysis, marketing workflow automation, and scaling digital marketing efforts Strategic Collaboration • Partner with the marketing and leadership teams to support growth initiatives • Present marketing insights and recommendations using clear data visualizations • Stay current on marketing technology trends and digital analytics best practices Qualifications Education Bachelor’s degree in Marketing, Business Analytics, Business Administration, or a related field. Experience 3–5 years of professional experience in digital marketing, marketing analytics, marketing operations, CRM systems, or marketing automation. Technical Skills Preferred experience with Salesforce, HubSpot, Google Analytics 4, Google Tag Manager, and WordPress. Advanced Excel or Google Sheets skills including pivot tables, data analysis, and reporting. Understanding of UTM tracking, digital campaign attribution, and marketing dashboards. Core Competencies Analytical thinking and ability to interpret data trends that drive marketing performance. Strong attention to detail when managing marketing data, campaigns, and reporting systems. Proactive mindset with the ability to identify opportunities for process improvement. Adaptability in a fast-paced environment with changing priorities. Strong communication and collaboration skills. Excellent organizational and time management abilities. Why Join Falcon Wealth Planning Career Growth Join a rapidly growing wealth management firm and gain experience building scalable marketing systems. Impact Your work directly contributes to Falcon’s lead generation, client growth, and marketing performance. Innovation Falcon actively invests in data analytics, automation, and AI tools to build a modern marketing engine. Collaborative Culture Work with a team that values transparency, accountability, and professional development. Location: Ontario, CA (On-site) If you are passionate about data-driven marketing, analytics, and building systems that drive growth, we encourage you to apply.

Responsibilities

This role involves managing analytics, CRM infrastructure, website updates, and lead generation systems to ensure the marketing technology stack runs efficiently. Key duties include developing marketing analytics frameworks, creating dashboards in tools like GA4 and Salesforce, tracking campaign performance, and maintaining data integrity across platforms.