• Collect and analyze data from marketing campaigns across multiple channels (paid media, organic, social, email, etc.). • Track key marketing KPIs, including: • Own full-funnel performance tracking across Marketing, SDR, VAPI, and Direct channels • Manage budget, spend, management fees, ROAS, and CAC for cost-efficient growth • Track lead volume, qualification rates, CPL, and cost per qualified lead • Analyze demo performance and conversion rates (booked, completed, show-up, no-shows) across all channels • Monitor pipeline health, lead quality, and disqualification reasons throughout the funnel • Report on revenue impact, including projected vs. actual clients, services sold, MRR, and average deal size • Create custom dashboards using Looker Studio, HubSpot and Google Sheets for directors. • Manage HubSpot workflows, sequences, and automation to improve lead generation and nurturing. • Create and optimize HubSpot forms for data capture and conversion tracking. • Implement UTM parameters and HubSpot shortcodes to track campaign performance. • Ensure data integrity and monitor CRM performance for marketing and sales alignment. • Research and scout PandaDoc features for marketing and sales information. • Identify opportunities for contract management. • Conduct QA testing for marketing automation and integrations. • Identify and troubleshoot bugs, workflow issues, and system errors. • Work with developers and product teams to ensure marketing tools function as intended.

• Brand awareness, positioning, style & mascot • Competitor and market research and analysis, competitor profiles • Advertising opportunities • Creation of marketing campaigns • Business campaigns • Annual & Quarterly Marketing Plan • Monthly reports with MKT KPI • All types of Communication: external - with current clients, and promotional campaigns for potential customers, community relations, press releases; internal – with the team, freelancers, interpreters & translators • Creation and gathering of ideas for the posts on LinkedIn, Facebook, Instagram, Twitter, YouTube, and TikTok • Creation of texts for the post, including a selection of hashtags • Supervising comments and messages • Controlling the analytics • Research on new social media platforms (Gab, Rumble, Parler) • Creation of the blog articles (finding the ideas, writing articles with SEO requirements (finding the information online, conducting the interviews with employees, gathering different types of information from the team with the help of questionnaires or personal communication), creation of pictures or infographics for it, publishing on the website, and sharing it on social media as a posting with exclusive text, link, and picture) • Updating the website pages with new text and pictures, and infographics with SEO requirements • SEO Strategies and Ongoing Action Plan • Landing Pages for Services Overview

Role Description We are seeking a Marketing Analyst to join our team and drive data-driven insights that optimize marketing performance. This role will focus on tracking KPIs, analyzing campaign effectiveness, managing HubSpot automations, scouting PandaDoc, and conducting quality assurance (QA) testing. The ideal candidate is detail-oriented, data-savvy, and skilled in marketing analytics tools. Key Responsibilities - Data Analysis & Performance Tracking - Collect and analyze data from marketing campaigns across multiple channels (paid media, organic, social, email, etc.). - Track key marketing KPIs, including: - Own full-funnel performance tracking across Marketing, SDR, VAPI, and Direct channels. - Manage budget, spend, management fees, ROAS, and CAC for cost-efficient growth. - Track lead volume, qualification rates, CPL, and cost per qualified lead. - Analyze demo performance and conversion rates (booked, completed, show-up, no-shows) across all channels. - Monitor pipeline health, lead quality, and disqualification reasons throughout the funnel. - Report on revenue impact, including projected vs. actual clients, services sold, MRR, and average deal size. - Create custom dashboards using Looker Studio, HubSpot, and Google Sheets for directors. - Marketing Operations & HubSpot Management - Manage HubSpot workflows, sequences, and automation to improve lead generation and nurturing. - Create and optimize HubSpot forms for data capture and conversion tracking. - Implement UTM parameters and HubSpot shortcodes to track campaign performance. - Ensure data integrity and monitor CRM performance for marketing and sales alignment. - PandaDoc Scouting & Integration - Research and scout PandaDoc features for marketing and sales information. - Identify opportunities for contract management. - Quality Assurance (QA) - Conduct QA testing for marketing automation and integrations. - Identify and troubleshoot bugs, workflow issues, and system errors. - Work with developers and product teams to ensure marketing tools function as intended. Qualifications - Experience in marketing analytics & KPI tracking (CPL, CAC, ROAS, conversions, revenue). - Proficient in HubSpot CRM (workflows, automation, forms, UTMs). - Skilled in Looker Studio & Google Sheets for reporting and dashboards. - Strong knowledge of multi-channel campaign analysis (paid, organic, social, email). - Experience in QA testing, troubleshooting, and familiarity with PandaDoc is a plus. - Exceptional organizational and time-management skills. - Willingness to work in US time zones (PST, EST, CST). - High school diploma or equivalent. Requirements - A stable and high-speed internet connection preferably 25 MBPS or higher with backup in cases of power interruption or service provider issues. - Own PC/laptop with 8GB RAM, and a processor of Core i5 / AMD Ryzen 3 / 2013 Mac equivalent or higher; Windows 10 or above / Catalina 10.15 or newer; with up-to-date web browsers, and security software, 500GB/128 SSD storage. - Headset/earphone with noise cancellation and webcam at 720p or higher resolution. - A designated, quiet, and well-organized workspace free from distractions to facilitate focused work. - Permanent remote work setup. Benefits - Competitive starting rate paid in USD. - Internet Allowance. - HMO insurance (PH). - Retirement Fund. - Paid US holidays. - Paid Vacation and Sick Leaves.

Role Description The Secondary Marketing Analyst supports the Capital Markets team by overseeing the pricing, locking, hedging, and sale of mortgage loans into the secondary market. This role requires strong analytical skills, sharp attention to detail, and a deep understanding of mortgage-backed securities (MBS), loan pricing, investor guidelines, market execution, and lock desk operations. Lock desk capabilities are a given for this position and will be required to support timely, accurate execution. The Analyst plays a key role in maximizing profitability, managing pipeline risk, and ensuring accurate and compliant loan sales. Major Areas of Responsibilities - Secondary marketing operations and lock desk. - Hedge and pipeline risk management. - Pricing strategies and best execution. - Loan sale and investor delivery coordination. - Compliance and post-close audit support. - Cross-functional reporting and data analysis. Primary Objectives - Ensure timely and accurate pricing and locking of loans. - Maximize profitability through best execution strategies. - Maintain accurate and balanced hedge positions and trade reconciliations. - Support compliance with investor guidelines and internal policies. - Streamline reporting, onboarding, and technology integration within secondary tools. Specific Responsibilities - Process lock requests and lock changes, including pricing scenarios, extensions, renegotiations, and dual compensation structures. - Manage and approve renegotiations to ensure adherence to internal policy and profitability guidelines. - Maintain relationships with Branch Managers for exceptions and updated procedure approvals. - Triage and route Freshservice tickets to Lock Desk Analysts as needed. - Create and maintain daily pricing scenarios, investor grids, and specialized pricing (e.g., RVPS, Jumbo, TPO borrower-paid). - Monitor and distribute rate sheets and executive-level pricing templates for internal teams. - Perform detailed pipeline scrubbing to ensure pricing accuracy, eligibility, and sale-readiness. - Execute Best Execution analysis to determine optimal sale strategy across multiple investors. - Oversee post-close reship activity and coordinate with operations to ensure investor delivery. - Maintain and operate the Forward Commitment Desk, ensuring efficient use of commitments and delivery strategies. - Manage mandatory loan trades for profitability and eligibility in accordance with investor guidelines. - Perform daily lock reconciliation and trade reconciliation to ensure alignment between pipeline and hedge positions. - Manage the loans placed into the hedge to ensure the company is not taking on excessive interest rate risk. - Monitor hedge performance, evaluate coverage strategies, and support daily position management. - Collaborate on monthly accounting and gain-on-sale reporting, working closely with Jason’s team and finance. - Review and resolve Mavent fail reports to ensure salability and compliance with investor guidelines. - Manage system access, onboarding, and login credentials for pricing and secondary systems. - Utilize Encompass for loan designation, exclusion automation, and system-based integration for lock and delivery accuracy. - Support Optimal Blue usage for lock desk operations, pricing input, and investor guideline reference. - Create, review, and analyze regular and ad hoc reports on lock volume, pull-through, pricing accuracy, and investor performance. - Support TPO channel pricing, including borrower-paid compensation structures and investor-specific adjustments. - Continuously collaborate with internal stakeholders, including Jason’s team, to improve processes and reporting across the secondary workflow. Qualifications - Understanding of mortgage secondary markets, investor guidelines, and loan sale processes. - Experience with pricing engines such as Optimal Blue. - Familiarity with Encompass LOS and integration for lock and delivery functions. - Knowledge of pipeline hedging, best execution strategies, and investor delivery methods. - Advanced Excel and data analysis capabilities. - Excellent written and verbal communication. - High attention to detail and organizational precision. - Strong problem-solving and critical thinking skills. - Effectively manage competing priorities and deadlines. - Collaborate with cross-functional teams in a fast-paced environment. - Maintain data integrity across multiple systems and reports. - Implement and refine operational processes for greater efficiency. - Mortgage origination workflows, from pricing through post-close. - Agency and non-agency loan program structures. - Investor pricing models and rate sheet structures. - Regulatory considerations impacting loan eligibility and pricing (e.g., Mavent, QM/ATR). - Analytical Thinking. - Attention to Detail. - Time Management. - Teamwork and Collaboration. - Adaptability and Flexibility. - Initiative and Accountability. Education & Experience - Bachelor’s degree in Finance, Economics, Business, or a related field. - 2+ years of experience in mortgage banking, capital markets, or secondary marketing. - Lock desk lead or management experience. - Experience with hedge coverage analysis, trade reconciliation, and pipeline management. - Experience with Dynamic pricing strategies and competitive analysis. - Comfort working with both high-level strategy and detailed operational tasks in secondary marketing. Work Environment - Office environment; Daily computer usage requires close vision. - Regular attendance is required. - Fast paced, high volume activities. - High attention to market change, organization and communication is a must.