Senior Data Analyst

This is a fully remote position, open to applicants in Florida, +5 more states.

📋 Description

• Act as a strategic analytical partner for Sales, Customer Success, Product, Finance, and various teams within the organization.

• Provide analytical solutions utilizing sales, CRM, customer, campaign, product usage, and engagement data.

• Generate reliable forecasts, dashboards, recurring reports, and actionable insights.

• Enhance pipeline visibility, commercial performance, customer retention, product adoption, and partner results.

• Collect reporting requirements and convert business inquiries into dashboards, reports, datasets, queries, metrics, and analytical models.

• Develop, maintain, and refine dashboards and recurring reports using Power BI, Tableau, Excel, Zoho Analytics, or equivalent platforms.

• Create reusable datasets, SQL queries, and data models.

• Establish and document KPI definitions, calculation logic, reporting assumptions, and data sources.

• Design precise, intuitive, and scalable reporting assets for operational and executive audiences.

• Collaborate with Sales, Customer Success, Marketing, Product, Finance, and leadership to define analytical needs and enhance decision-making.

• Balance ongoing reporting tasks with ad hoc analyses and strategic projects.

• Assess lead management performance, including lead sources, routing, follow-up activity, aging, conversion, and pipeline leakage.

• Track sales activities, account performance, customer engagement, revenue trends, renewals, expansion, and churn.

• Analyze sales performance drivers, growth trends, and underperformance across accounts, customer segments, cohorts, channels, and external partners.

• Develop and maintain customer health scoring methodologies.

• Examine the customer lifecycle encompassing acquisition, activation, engagement, adoption, retention, renewal, expansion, and churn.

• Analyze user activity and product engagement to support Product decisions, Customer Success planning, and reporting for customers or partners.

• Create customer performance scorecards for account reviews, renewal planning, and internal and external QBRs.

• Evaluate marketing campaign performance, including reach, engagement, lead quality, conversion, cohort performance, attribution, and downstream pipeline impact.

• Prepare executive-ready summaries, presentations, scorecards, and reporting packages.

• Identify gaps in data quality, reporting visibility, customer segmentation, and metric definitions.

• Promote the adoption of dashboards, KPIs, scorecards, and reporting processes through documentation, training, and stakeholder engagement.

⛳️ Requirements

• Bachelor's degree or higher in analytics, business, economics, statistics, finance, information systems, marketing, or a related field, or equivalent professional experience.

• A proven track record in sales analytics, revenue analytics, business intelligence, customer analytics, marketing analytics, or a comparable analytical role.

• Preferred 5+ years of relevant experience, showcasing industry knowledge, analytical capability, initiative, and business impact.

• Proficient in SQL and Python.

• Experience in developing business dashboards and reporting solutions using Power BI or Tableau.

• Familiarity with Zoho Analytics or another CRM-connected analytics platform.

• Experience in analyzing CRM data, sales pipelines, funnels, customer activity, and commercial performance.

• Strong comprehension of forecasting, segmentation, conversion, retention, renewal, churn, and customer lifecycle metrics.

• Ability to gather business requirements and convert them into clear analytical deliverables.

• Exceptional written and verbal communication skills, including experience in presenting findings to senior leaders and non-technical audiences.

• High attention to detail with a strong commitment to data accuracy, consistency, documentation, and reporting quality.

• Relevant experience in animal health, veterinary services, pet insurance, insurance, SaaS, fintech, health technology, or similar environments is highly desirable.

• Intellectually curious, resourceful, and eager to understand business operations.

• Proactive in identifying needs early and driving work forward without waiting for detailed instructions.

• Comfortable functioning in a dynamic, high-growth environment.

• Ability to transition seamlessly between hands-on analysis, stakeholder discussions, and executive communication.

• Capable of managing deliverables while continually enhancing underlying processes.

• Able to cultivate trust by producing accurate work, communicating effectively, and following through on commitments.

• US travel required.

• Candidates located in EST/CST time zones are strongly preferred.

🏝️ Benefits

• Healthcare, parental leave, and opportunities for career advancement.

• Comprehensive medical, dental, and vision insurance.

• Basic life insurance at no cost to the employee.

• Company-paid short-term and long-term disability.

• 12 weeks of fully paid parental leave.

• Health Savings Account (HSA).

• Flexible Spending Accounts (FSA).

• Retirement savings plan.

• Personal paid time off.

• Paid holidays and a company-wide Wellness Day off.

• Paid time off for volunteering at nonprofit organizations.

• Pet-friendly office environment.

• Commuter benefits.

• Group pet insurance.

• On-the-job training and skills development.

• Employee Assistance Program (EAP).