Marketing Strategy & Analytics Lead

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Logo of Longbridge Financial, LLC (NMLS# 957935)

Longbridge Financial, LLC (NMLS# 957935)

51 - 200 employees

💸 Finance

🏠 Real Estate

💰 $259k Seed Round on 2013-12

Finance • Real Estate

Longbridge Financial, LLC is a top-ranked reverse mortgage company dedicated to helping older adults explore home equity options through reverse mortgages. With a variety of products like the Home Equity Conversion Mortgage (HECM) and Longbridge Platinum, they offer personalized financial solutions for seniors. Longbridge Financial takes pride in offering exceptional customer service, ensuring satisfaction through guidance and tailored mortgage options. The company is committed to transparency and fostering a strong relationship with its clients, providing valuable insights and support to manage finances during retirement.

📋 Description

• Serve as a strategic advisor to Marketing leadership • Provide data-driven recommendations to optimize acquisition, conversion, and retention strategies • Translate marketing performance data into actionable insights for budget allocation and campaign strategy • Develop and enhance predictive models, including lead scoring, response modeling, conversion forecasting, and customer segmentation • Build and evolve multi-touch attribution frameworks to assess marketing effectiveness and ROI • Identify trends, risks, and opportunities across the marketing and sales funnel, pipeline performance, and revenue contribution • Partner with Marketing, Sales, Finance, and BI teams on business objectives and growth targets • Apply AI and advanced analytics to improve targeting, personalization, and marketing efficiency • Conduct scenario analysis and forecasting for strategic planning and investment decisions • Synthesize complex analyses into executive-ready narratives and recommendations • Work with reporting and BI teams to ensure insights use accurate, reliable data

🎯 Requirements

• 7+ years of experience in marketing analytics, advanced analytics, or revenue strategy • Experience supporting a sales-driven organization within financial services or the mortgage industry • Strong expertise in predictive modeling, statistical analysis, and marketing measurement frameworks • Proficiency in SQL for data analysis • Experience with R, Python, or similar statistical/programming tools • Experience building attribution models and forecasting frameworks • Experience applying or integrating AI/ML techniques into marketing analysis or decision-making • Ability to translate complex data into clear business insights and strategic recommendations • Experience presenting to senior leadership • Preferred: experience in mortgage lending, consumer finance, or regulated environments • Preferred: familiarity with Salesforce and marketing data ecosystems • Preferred: experience with experimentation frameworks, including A/B testing and incrementality testing • Preferred: advanced degree in Statistics, Data Science, Economics, or a related field • Strategic thinking and strong business and financial acumen • Strong storytelling and executive communication skills • Ability to influence without direct ownership of data/reporting teams • Collaborative, cross-functional leadership • Forward-looking approach to AI/ML adoption

🏖️ Benefits

• Medical, dental, and vision health plans • FSA/HSA • Wide array of voluntary products and discounts • Generous paid time off • Paid holidays • Company-paid life insurance • 401(k) with company match • Professional training and development • Clear career paths • Team-building events • Annual bonus based on individual and company performance

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