Digital Onboarding is transforming how banks and credit unions grow customer and member relationships—and we’re building a team that matches that ambition. We're looking for a marketing data expert who wants more than a seat at the table—they want to drive the conversation.
Why This Role, Why NowWe’ve proven our platform works. Now, we’re investing in insights—turning campaign data into a strategic advantage. Your work will help shape benchmarks across our 170+ clients, set the bar for what great performance looks like, and influence our product, marketing, and customer success decisions.
In Your First 90 Days, You’ll- Build performance dashboards for 5-10 key lifecycle campaigns.
- Establish a benchmarking framework across different financial institution sizes.
- Identify quick-win optimizations based on current campaign performance.
- Use insights from your work to guide the Growth Strategy Team’s influence on product roadmap and testing priorities.
You’re more than a data analyst—you’re a storyteller, a strategist, and a builder. You thrive in fast-paced environments where autonomy is expected and innovation is rewarded.
- You live in dashboards but think beyond them—always seeking the story the numbers are trying to tell.
- You’re experienced in data aggregation and enjoy simplifying complexity for others to take action.
- You leverage AI and automation tools to work smarter and faster.
- You know how to build benchmarks that inform strategy for different customer segments.
- You collaborate well across teams and influence decisions through insights.
- You love being hands-on, but you’re also thinking multiple steps ahead.
- Analyze performance across campaigns and lifecycle journeys to find actionable insights.
- Develop benchmarking frameworks for financial institutions of varying sizes and use cases.
- Create visualizations that translate complex data into clear, compelling narratives.
- Collaborate with internal stakeholders to shape recommendations and influence prioritization.
- Identify key trends, A/B opportunities, and testing cadences for continuous optimizations.
- Establish systems for performance reporting that scale across clients and internal use.
- Support the development of future measurement tools, methodologies, and attribution models.
- 100% remote position (U.S. based).
- Competitive salary and performance-based bonuses.
- Direct influence on strategy with visibility across departments and clients.
- Opportunity to be a foundational member of the world-class Growth Strategy Team.
- A supportive, mission-driven team that values autonomy, data, and doing work that matters.
We offer competitive compensation and benefits tailored to your experience and the impact you’ll bring to our team.
If you’re excited about turning data into strategy—and you want to help reshape an entire industry’s approach to customer growth—we’d love to talk to you.
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What We Do
The Digital Onboarding adoption platform helps banks and credit unions turn account openers into engaged and profitable relationships. With personalized messages, microsites, and enrollment tools, the platform makes it easy to: ◆ Enroll in direct deposits in seconds ◆ Update default payment methods at multiple merchants at once ◆ Accept pre-approved offers with an eSignature ◆ Enroll in eStatements & Courtesy Pay without logging in ◆ Retrieve account & member numbers online ◆ Opt-in to email & text messages ◆ Adopt additional products ◆ And more! Banks and credit unions can easily track product and service adoption rates and compare their performance to 100+ institutions using the platform. The platform enables institutions to deliver highly personalized communications that are more effective and efficient than traditional welcome kits, mailers, basic emails, and phone calls. The platform was named the Salesforce Accelerate Pitch Competition Winner, FIS Fintech Accelerator MVP Award Winner, Mass Challenge Silver Award Winner, and CreditUnion.com’s Innovation Series Winner (Digital).
