Data Analyst 2

Day to Day Responsibilities

• Design, build, and manage audience segments in Salesforce Data Cloud across members, brokers, employers, prospects, and other persona targets — including identity-resolved audiences, computed traits, calculated insights, and predictive score-based segments
• Translate business requirements from Marketing, Digital, Sales, Broker Engagement, Employer Engagement, and clinical engagement partners into precise, reusable segment definitions that align with the unified data model (Member 360, 590 attributes, 12 data domains) and consent/compliance requirements
• Create and configure segment logic using multi-rule, cross-object criteria — e.g., eligibility status, LOB, care program enrollment, outreach status, member engagement data, care gaps, pharmacy claims, and other data attributes available in Data Cloud
• Activate segments into downstream platforms including Marketing Cloud Engagement (MCE) for email/SMS/push journeys and Marketing Cloud Personalization (MCP) for real-time web/mobile
• Build and maintain common (reusable) segments scheduled on a daily cadence to keep data sets ready for ad hoc and campaign-specific segment requests, reducing build time from weeks to days
• Create campaign-specific segments on top of common segments for individual use cases such as care management, complex care, Medi-Cal redetermination, diabetes management, gaps in care, and member onboarding
• Establish and enforce segmentation taxonomy, naming standards, reuse patterns, and audience lifecycle governance (create → optimize → retire) to reduce duplication, maintain auditability, and improve activation throughput across business domains
• Manage the segment review and deployment process — build segments in non-production (Dev/QA), conduct design reviews and code reviews, validate credit consumption and segment complexity, and coordinate release to production through the established change management process
• Maintain Data Cloud credit consumption related to segmentation activity — review segment complexity before deployment to prevent overconsumption and flag duplicate or redundant segments
• Restrict and govern production access — ensure business users have read/query access to data model objects for reporting but do not create or modify segments directly in production; only reviewed and approved segments are promoted
• Operate the daily segmentation backlog — intake, prioritize, build, QA, and activate — partnering with campaign operations, BSAs, and personalization engineering to ensure audiences are delivered on time and at quality
• Conduct data analysis to determine whether required data attributes exist in Data Cloud, identify gaps, and coordinate with data engineering when new data sources or attributes are needed (e.g., claims history, program enrollment, care gaps, interaction history)
• Adhere to weekly cadence for standard segment deployments, with urgent needs fast-tracked through an expedited review path
• Support analytics and reporting needs — partner with analytics teams to ensure segment data is accessible for marketing attribution, campaign performance measurement, and CJA reporting

Segmentation Governance & Taxonomy

• Establish and enforce segmentation taxonomy, naming standards, reuse patterns, and audience lifecycle governance (create → optimize → retire) to reduce duplication, maintain auditability, and improve activation throughput across business domains
• Manage the segment review and deployment process — build segments in non-production (Dev/QA), conduct design reviews and code reviews, validate credit consumption and segment complexity, and coordinate release to production through the established change management process
• Maintain Data Cloud credit consumption related to segmentation activity — review segment complexity before deployment to prevent overconsumption and flag duplicate or redundant segments
• Restrict and govern production access — ensure business users have read/query access to data model objects for reporting but do not create or modify segments directly in production; only reviewed and approved segments are promoted

Intake, Backlog & Operational Workflow

• Operate the daily segmentation backlog — intake, prioritization, build, QA, and activation — partnering with campaign operations, BSAs, and personalization engineering to ensure audiences are delivered on time and at quality
• Collaborate with campaign operations, BSAs (e.g., Noelle Locati Acosta) on triage, and participate in weekly reviews with project managers and operations to assess data requirements and progress
• Conduct data analysis to determine whether required data attributes exist in Data Cloud, identify gaps, and coordinate with data engineering when new data sources or attributes are needed (e.g., claims history, program enrollment, care gaps, interaction history)
• Adhere to weekly cadence for standard segment deployments, with urgent needs fast-tracked through an expedited review path

Data Analysis & Requirements Translation

• Analyze source data within the Data Cloud unified data model to validate segment logic against complex data structures with multiple identity types and source systems
• Develop and validate calculated insights — derived fields such as days_until_renewal, redetermination_flag, propensity scores, and other computed metrics used as segment criteria
• Write, read, and debug SQL and segment logic to ensure segment accuracy and performance against the unified data model
• Document business rules, segmentation logic, and data requirements for each use case — including data sources, eligibility rules, outreach-specific rules, and audience definitions — maintained as epics and stories in JIRA/Confluence

Cross-Functional Collaboration

• Partner daily with Product Managers (Data Cloud and SFMC leads) to align segment builds with roadmap priorities, platform releases, and activation requirements
• Collaborate with Marketing Operations, Digital, and clinical teams to understand campaign objectives, success metrics, and channel-specific requirements (email, SMS, member portal, CareConnect, Pega CRM)
• Work with platform administrators and developers (Stellarus KLO resources) on segment deployment, environment management, permission sets, and production release alignment
• Coordinate with data engineering and architecture teams when new data ingestion, data stream mapping, or zero-copy federated data connections are required to support segment criteria
• Support analytics and reporting needs — partner with analytics teams to ensure segment data is accessible for marketing attribution, campaign performance measurement, and CJA reporting

Required Skills

• Agile Experience - 2 Years minimum
• Data Analytics - 3-5 years
• Data Strategy - 3-5 years
• Data Segmentation - 3-5 years

Preferred Skills

• Salesforce Data Cloud
• Salesforce Marketing Cloud
• Snowflake