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Marketing BI Analyst


Duties & Responsibilities

  • Under supervision from our Sr Principal Analyst, use SQL, Tableau, or Excel to perform data compilation from various sources for both scheduled, and, ad hoc requests 
  • Regularly improve and evangelize marketing reporting self-service tools, including collecting feedback and requirements from stakeholders 
  • Assist with master data strategy for marketing data to create a single source of truth within our various systems 
  • Understand and map the upstream and downstream data connections associated with each of our technology integrations 
  • Work with IT, Finance, Marketing Operations, Sales Operations, and Marketing Leaders to gain understanding of data workflows, potential improvements, and ownership
  • Focus on global customer and prospect data for profile completeness and data accuracy to enable Marketing for cross selling and upselling initiatives 
  • Utilize keen project management skills to ensure projects are kept on time, involving appropriate decision-making groups 
  • Ability to communicate across multiple teams and departments to bring them together to complete projects 

Knowledge, Skills & Abilities

  • Strong knowledge of Microsoft Excel tool
  • Ability to interpret data into insights for decision making
  • Knowledge of, or ability to learn standard Sales and Marketing data sets that exist inside Salesforce
  • Knowledge of SQL (Tableau experience a plus)

Qualifications

  • 3+ years applicable experience and demonstrated success/knowledge
  • High school diploma
  • Bachelor’s degree preferred

#LI-MR1 #Hybrid

About Epicor 

At Epicor, we’re truly a team. Join 5,000 talented professionals in creating a world of better business through data, AI, and cognitive ERP. We help businesses stay future-ready by connecting people, processes, and technology. From software engineers who command the latest AI technology to business development reps who help us seize new opportunities, the work we do matters. Together, Epicor employees are creating a more resilient global supply chain. 

We’re Proactive, Proud, Partners.  


Whatever your career journey, we’ll help you find the right path. Through our training courses, mentorship, and continuous support, you’ll get everything you need to thrive. At Epicor, your success is our success. And that success really matters, because we’re the essential partners for the world’s most essential businesses—the hardworking companies who make, move, and sell the things the world needs.

Competitive Pay & Benefits 

  • Health and Wellness: Comprehensive health and wellness benefits designed to support your overall well-being. 

  • Internal Mobility: Opportunities for mentorship, continuing education, and focused career goal setting, with 25% of positions filled internally. 

  • Career Development: Free LinkedIn Learning licenses for everyone, along with our Mentoring Program to boost your personal development. 

  • Education Support: Geographically specific programs to balance the cost of education with the benefits of continued learning and personal development. 

  • Inclusive Workplace: Collaborate with a diverse team in an inclusive, global workplace that fosters innovation and celebrates partnership. 

  • Work-Life Balance: Policies built on mutual trust and support, encouraging time off to rest, recharge, and reconnect. 

  • Global Mobility: Comprehensive support for international relocations and permanent residency processes.  

Equal Opportunities and Accommodations Statement 

Epicor is committed to creating a workplace and global community where inclusion is valued; where you bring the whole and real you—that’s who we’re interested in. If you have interest in this or any role- but your experience doesn’t match every qualification of the job description, that’s okay- consider applying regardless.  

We are an equal-opportunity employer.  

Recruiter:

Mariana Alexa Rodríguez Puente

Average salary estimate

$65000 / YEARLY (est.)
min
max
$50000K
$80000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Marketing BI Analyst, Epicor Software

Join Epicor as a Marketing BI Analyst in Monterrey, Mexico, where you’ll be a pivotal player in our data-driven decision-making journey. As part of a vibrant team under the guidance of our Sr Principal Analyst, your day-to-day tasks will revolve around using SQL, Tableau, or Excel to compile and streamline data from various sources to meet scheduled and ad hoc requests. You’ll have the exciting responsibility of enhancing our marketing reporting self-service tools while engaging with stakeholders to gather feedback and ensure these tools meet their needs. Additionally, you will assist in crafting a master data strategy that establishes a single source of truth across our systems, making collaboration with IT, Finance, and Marketing Operations crucial for optimizing our data workflows. Your project management capabilities will come into play as you ensure project timelines are met, while your communication skills will help bridge multiple teams, driving the completion of projects successfully. Focused on global customer data integrity, you will empower our marketing teams to execute effective cross-selling and upselling initiatives. At Epicor, we believe that your success contributes to our collective achievement. Join us and be part of a company that thrives on innovation and partnership, and experience the supportive and inclusive workplace culture we pride ourselves on.

Frequently Asked Questions (FAQs) for Marketing BI Analyst Role at Epicor Software
What are the main responsibilities of a Marketing BI Analyst at Epicor?

As a Marketing BI Analyst at Epicor, your responsibilities include utilizing SQL, Tableau, and Excel to compile data from various sources, enhancing marketing reporting tools, and collaborating with different departments to optimize data workflows. You'll also focus on creating a master data strategy, ensuring data integrity, and driving marketing initiatives for cross-selling and upselling.

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What qualifications are required for the Marketing BI Analyst position at Epicor?

For the Marketing BI Analyst position at Epicor, candidates should have at least 3 years of relevant experience, a high school diploma (with a bachelor's degree preferred), and a strong knowledge of Microsoft Excel. Familiarity with SQL and Tableau is also beneficial, along with skills in interpreting data for strategic decision-making.

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How does the Marketing BI Analyst contribute to marketing success at Epicor?

The Marketing BI Analyst supports marketing success at Epicor by delivering accurate and insightful data analysis, which enables the marketing team to implement effective cross-selling and upselling strategies. This role also ensures data integrity, aiding in the creation of a cohesive marketing approach that directly influences business growth.

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What tools does a Marketing BI Analyst at Epicor use?

A Marketing BI Analyst at Epicor primarily uses tools like SQL, Tableau, and Excel to handle data compilation and analysis. These tools help in generating marketing reports and improving reporting self-service tools, enabling informed decision-making across the marketing team.

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What kind of work environment can a Marketing BI Analyst expect at Epicor?

At Epicor, a Marketing BI Analyst can expect a collaborative and inclusive work environment that encourages innovation and supports professional growth. We prioritize work-life balance and provide comprehensive health benefits, mentorship opportunities, and continuous learning initiatives to ensure that our employees thrive.

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Common Interview Questions for Marketing BI Analyst
How do you approach data analysis as a Marketing BI Analyst?

When approaching data analysis, I start by understanding the objectives of the analysis, gathering the required data from various sources, and employing tools like SQL for data extraction. I then clean and organize the data, identify key metrics, and utilize Tableau or Excel to visualize trends, making insights easily understandable for stakeholders.

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Can you describe a time when you improved a reporting process?

I once identified inefficiencies in our marketing reporting cycle that delayed insights for the team. By implementing a self-service tool using Tableau, I enabled stakeholders to access real-time data without waiting on reports, ultimately speeding up our decision-making process and allowing quicker responses to market trends.

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What steps do you take to ensure data accuracy?

To ensure data accuracy, I conduct regular audits of data entries and sources, validate data against reliable benchmarks, and implement automated checks using SQL scripts. Furthermore, I foster collaboration with teams to confirm the integrity of the data used in our marketing initiatives.

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How do you manage multiple stakeholders involved in a project?

Managing multiple stakeholders requires clear communication and established timelines. I make it a point to hold regular updates, gather feedback early in the process, and set expectations for deliverables. Being proactive and inclusive helps ensure that all parties are aligned and engaged throughout the project.

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What experience do you have with SQL and Tableau?

I have over three years of experience using SQL for data extraction and manipulation, along with extensive use of Tableau for data visualization. Through various projects, I have developed dashboards that present complex data in user-friendly formats, allowing teams to make informed decisions rapidly.

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How do you prioritize your work as a Marketing BI Analyst?

I prioritize my work by assessing the urgency and importance of tasks, often utilizing project management tools to track deadlines. I make sure to communicate with stakeholders regularly to understand their critical needs, which helps me focus on high-impact tasks first while maintaining flexibility for changing priorities.

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What marketing data sets are you familiar with?

I am familiar with various marketing data sets including customer demographic information, sales conversion rates, campaign performance metrics, and data from CRM systems like Salesforce. Understanding these data sets enables me to analyze marketing effectiveness and provide actionable insights.

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How do you handle tight deadlines in your projects?

When faced with tight deadlines, I break projects into smaller, manageable tasks and employ efficient time management strategies. I prioritize communication with my team to ensure everyone is aware of the timeline, and I remain adaptable to meet urgent requirements without compromising the quality of work.

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How do you sweep feedback from stakeholders into your data reporting process?

I actively solicit feedback from stakeholders by conducting surveys or informal chats to understand their reporting needs. After gathering input, I incorporate it into the design and functionality of our reporting tools to ensure they not only meet expectations but also enhance usability and data access.

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What motivates you as a Marketing BI Analyst?

As a Marketing BI Analyst, I am motivated by the impact my insights can have on marketing strategies and overall business success. Knowing that effective analysis directly contributes to growth and innovation energizes me to dig deeper into data and deliver valuable findings to my team.

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We’re on a journey with our customers. Powered by our vision of enabling a world of better business, we’re excited about the future. Working together with shared ambition, we’re dedicated to making Epicor the essential partner for the world’s most...

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Full-time, hybrid
DATE POSTED
April 13, 2025

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