Job description

Position: Marketing Operations Analyst
Location: Chicago, IL (Hybrid)
In Office Requirements: 1 day per week

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THE COMPANY:*
YCharts enables its customers to make smarter investment decisions. Our cloud-based platform provides investment advisors, wealth managers, asset managers, and retail investors with powerful research tools, comprehensive data, compelling visuals, and customizable sales collateral.
Growing at a 50% CAGR over the past 3 years, YCharts has transitioned from a fintech startup to a thriving growth company (Inc. 5000 Honor Roll 6x Fastest Growing Company) in the burgeoning “wealth-tech” space. YCharts proudly services industry-leading names such as John Hancock, TD Ameritrade, Fidelity and Charles Schwab.

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THE POSITION:*
We are seeking a Marketing Operations Analyst with a tremendous work ethic and attention to detail. In this role, you will be a catalyst that helps the marketing team, and YCharts as a whole, reach our growth objectives.
The primary aim of the Marketing Operations Analyst is to assist in facilitating our marketing plan—including account-based marketing, event sponsorship logistics, ROI analyses and more. We’re looking for an all-around team player who can contribute to a wide range of marketing projects while also connecting the dots to track and report on key performance indicators.
The position offers an opportunity to work with amazing co-workers who are building a differentiated and compelling product. We have a great work/life balance, team activities, and a casual working environment with professional work ethics. Compensation includes a competitive salary plus a bonus, and 100% employer-covered health, vision and dental insurance.

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WHAT YOU’LL BE DOING:*

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Build and optimize email-based workflows to activate new partnerships and generate leads for sales teams

• Own event-sponsorship administration from start to finish (marketing emails, booth packing and shipment, etc)
• Accurately measure and report on the success of marketing efforts
• Leverage Hubspot’s suite of marketing and sales tools to create email content and processes
• Communicate frequently across departments to ensure we are meeting objectives and deadlines

QUALIFICATIONS AND SKILLS:

• BS in Marketing, Finance or Economics
• Interest and passion for investing, economics and/or personal finance
• Minimum of 5 years of relevant work experience (preferably a SaaS or financial services company)
• Strong business writing skills with exceptional attention to detail
• Data-driven and conversion-oriented. You create reports to understand what activities drive conversions at each stage in the funnel, and continually refine processes to improve

• Proficiency in Hubspot or hands-on experience with marketing automation systems

Y YCHARTS?:

• 6x Inc. 5000 “Fastest Growing Companies”
• American Banker's 2020 and 2021 "#1 Best Fintechs to Work For"
• Built in Chicago’s 2022 “Best Places to Work” and “Best Small Company to Work For”
• Inc.’s “Best Workplaces”
• Inc.’s “Top Regionals: Midwest”
• Crain's "Best Places to Work in Chicago"
• Deloitte's "Technology Fast 500"
• InvestmentNews' "Biggest Fintech Innovations"
• Technology Tools for Today & Inside Information’s “Top Tool Advisors Are Thinking About Adding”
• 2022 Kitces Report’s “Investment Data” market leader, #1 most-adopted in the last year, #2 in market share
• Business Intelligent Group’s 2022 Best Places to Work
• WatersTechnology’s Most Innovative 3rd Party Tech Vendor

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PERKS & REC:*

• Chicago (River North) & NY (Chelsea) offices with flexible remote options
• 100% Employer-covered medical, dental & vision insurance
• Flexible Spending Accounts (Healthcare and Dependent Care)
• 401(k) match
• Paid parental leave
• Discounted Pet Insurance
• Great Work/Life Balance: Generous PTO including Vacation Days, Paid Holidays, Sick Days, Professional Education Days, and “Celebration Days”
• DEI commitment
• Continued education via “Starbucks and Study”
• Opportunity to join committees (Educational committee, DEI committee, Social Committee, Women at YCharts, and more!)
• Summer hours— we head out early during the warm months!

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IN-OFFICE PERKS:*

• $60/week Grubhub credits for in-office lunches
• Rotating selection of high-quality coffees
• Craft beer, kombucha, and cold brew on tap
• Snacks and drinks to get you through the day
• Opportunity to join team leagues like kickball
• Fun company outings include an annual celebration in Chicago, Whirlyball, community service, baseball games and happy hours!

YCharts provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
At YCharts, we feel strongly that respect and inclusion are essential ingredients for creativity, innovation, and success. While we know there’s more work to be done to advance diversity and inclusion, we’re proud of our success thus far and excited for the journey to come. Want to help us?
Learn more about our culture (video)

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Job Type: Full-time

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