Senior Manager, Performance Measurement

Summary

Join BHG Financial, a growing team with an award-winning culture focused on developing employees into business leaders. We offer leading-edge financial solutions and personalized concierge service to high-earning professionals and businesses. The company prioritizes data-driven decision-making and faster funding for customers. This Marketing Performance Analyst role requires a motivated professional passionate about optimizing marketing performance and driving growth. You will analyze KPIs, identify optimization opportunities, develop strategies, and collaborate with cross-functional teams. BHG Financial offers a supportive work environment with opportunities for professional development and various benefits.

Requirements

• Bachelor’s degree in Marketing, Business, Data Analytics, or related field
• 8+ years of experience in marketing performance analysis, business strategy, or related field
• Proven track record of working with upper and lower funnel KPIs and forecasting in a marketing context
• Experience in developing roadmaps and actionable marketing tactics
• Strong experience with data analytics, including proficiency in SQL
• Expertise in data visualization tools such as PowerBI, Tableau, or similar platforms
• Strong analytical mindset with the ability to extract meaningful insights from complex data sets
• Excellent communication skills with the ability to collaborate effectively with cross-functional teams
• Ability to translate business strategy into actionable marketing tactics and KPIs
• Ability to adapt and grow beyond initial performance measurement responsibilities into broader strategic roles
• Strong project management and organization skills
• Experience in the financial services industry

Responsibilities

• Analyze and track upper and lower funnel KPIs to measure marketing effectiveness
• Assess marketing channel performance with respect to the forecast, identifying opportunities for optimization and growth
• Identify opportunities for optimization across different marketing channels to drive growth in TFA (Total Financial Applications) originations
• Develop and recommend strategies to improve the efficiency and performance of marketing campaigns and channels
• Build detailed roadmaps for new marketing tactics and initiatives designed to grow channel performance
• Work closely with business strategy teams to ensure marketing tactics align with broader company goals and objectives
• Partner with finance teams on budgeting and resource allocation to ensure marketing performance goals are met
• Collaborate with marketing channel managers, business strategy leaders, credit partners and other teams to align tactics and strategies
• Act as the bridge between the business strategy and marketing execution, ensuring clarity in how marketing efforts support overarching company objectives
• Lead performance measurement efforts and establish marketing guardrails to ensure consistency, accuracy, and alignment across campaigns and channels
• Contribute to strategic initiatives, particularly in development of go-to-market strategies for key products, such as debt consolidation
• Ensure alignment between marketing and business strategies to support key initiatives

Preferred Qualifications

MBA or advanced degree preferred

Benefits

• Medical/Rx/Dental/Vision coverage for employees and their eligible family members
• Competitive PTO and vacation policies
• 1 Friday off each month for Wellness Weekends
• Company 401(k) plan with employer contributions after one year
• Company-sponsored training and certification opportunities
• Quarterly award ceremonies where top achievers are celebrated and receive additional bonuses
• Ongoing volunteer opportunities to give back to the community through our BHG Cares program