Marketing Technology Business Analyst

Marketing Technology Business Analyst

Position Summary: The Marketing Technology Business Analyst plays a key role in the evolution of EquiTrust's Sales and Marketing digital platforms, driving improvements to the financial professional and distributor experience across e-application systems, externally facing tools, and other digital properties. This position collaborates with business and technology teams to identify opportunities and implement enhancements that improve platform functionality, usability, and overall effectiveness.

This individual is responsible for the evaluation, support, and continuous improvement of platform functionality, workflows, and user experience. Working closely with Sales, Marketing, IT, Administration, and external partners, the Marketing Technology Business Analyst identifies opportunities, defines business requirements, troubleshoots issues, and implements solutions that enhance efficiency and overall experience across digital engagement systems.

This role requires a strong understanding of how financial professionals and distribution firms interact with digital tools, along with a proactive approach to identifying friction points and delivering improvements that directly support Sales and Marketing outcomes.

What You'll Do:

• Serves as a subject matter expert on e-application platforms, websites, and other digital tools, providing guidance and recommendations based on real-world usage and business needs.
• Identifies, analyzes, and documents business needs by evaluating workflows, gathering requirements, and assessing the operational and technical impact of enhancements across marketing technology platforms.
• Executes and supports enhancements to digital platforms, working with partners to deliver solutions.
• Plans, coordinates, and executes user acceptance testing by defining test scenarios, validating system functionality, and partnering with stakeholders to ensure enhancements meet business needs and perform as expected.
• Analyzes and identifies business, processing, and marketing technology platform and systems issues and helps provide problem resolutions and recommends improvements.
• Monitors and communicates project and work status to Marketing Technology Manager and other key stakeholders.
• Performs liaison functions between business and IT teams to coordinate changes.
• Creates release summaries to inform the business of changes and enhancements that have been successfully implemented.
• Conceptualizes and articulates complex ideas to management and stakeholders through various means (i.e. written descriptions, sketches, wireframes, prototypes, documentation, spreadsheets, sitemaps, workflows and user flows).
• Uses creative problem-solving skills and technical expertise to ensure that the implemented solutions are operational and secure throughout end-user engagement.
• Evaluates the financial professional and distributor firm experience across platforms and identifies and communicates to management any opportunities to improve usability, efficiency, and overall satisfaction.
• Proactively identifies friction points in workflows and implements practical solutions to improve the end-user experience.
• Supports the EquiTrust Sales and Marketing teams and other departments on an as-needed basis.
• Willingly accepts additional responsibilities as requested in order to accomplish department and Company objectives.

What You'll Bring:

• High School Diploma or equivalent required.
• Minimum 3 years of experience in insurance or financial services required.
• Minimum 2 years experience with life insurance and annuity business processes and knowledge of insurance systems required.
• Experience working with e-application or digital transaction platforms (e.g., AFFIRM, FireLight, or similar).

Knowledge, Skills, and Abilities:

• Strong understanding of financial professional and distributor workflows and digital experience expectations.
• Ability to evaluate platforms from an end-user perspective and recommend practical improvements.
• Knowledge and understanding of insurance products and complexities.
• Professional communication skills, both verbal and written.
• Excellent interpersonal skills are required, including a high degree of professionalism.
• Demonstrated ability to proactively identify and solve problems as well as recognize situations that fall outside the parameters of normal or routine activity.
• Proficiency with research tools and techniques.
• Ability to multi-task and manage time in order to meet varying deadlines and execute under pressure.
• Responsible, reliable, dedicated, and accountable.
• Organized and self-directed.
• Intuitive, analytical problem solver.
• Solution-oriented mindset with a focus on execution.

Where You'll Work:

• West Des Moines, IA
• Expected Travel: Infrequent travel (less than 5% of the time).

Total Rewards: In addition to base pay, eligible employees may receive an annual discretionary incentive bonus and access to a competitive benefits package including:

• Medical, Dental & Vision coverage:
• 401(k) with Company Match
• Paid time off: Vacation, Sick, Holiday, and more
• Paid Parental Leave for both Mothers and Fathers
• Hybrid/Remote Work Options
• Early Friday Closure

EquiTrust is an Equal Opportunity Employer and participates in the U.S. Federal E-Verify program. Applicants have rights under federal and state employment laws. To learn more, visit EquiTrust Careers.