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Providers will merely sell you a product. But a partner actually cares about you and your business. A partner takes the time to get to know you and understand your needs. We work with you to identify the best solutions that will benefit your business today, while paving the way to a better tomorrow. And tomorrow is all about your team.

Everything we do is designed to support you in reaching your goals. Together, we tackle your day-to-day work so you can spend more time building the culture you and your employees crave.

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Let's go forward together.

The Data Analyst will design, develop and validate reports and metrics to measure business performance across Operations for management purposes.

The Data Analyst is responsible for analyzing operational data to identify performance gaps and unfavorable trends. This role will also help to improve the client experience and operational capability by presenting recommendations for process improvement projects.

Responsibilities

• Work collaboratively across functional teams such as Sales, Service, Finance Implementation to drive improvement and own strategic analytics priorities.
• Defining, tracking, and analyzing key performance indicators and providing operations reporting and analytics. Provide recommendations based on business knowledge, metrics, and trends to improve overall business health and performance
• Identify and implement process and system improvements through an understanding of data flows and leveraging technology solutions.
• Reconcile and ensure consistency of data from various sources and assist in driving the automation of reports and analytics.
• Work with the team to develop and maintain complex data visualizations and reporting within PowerBI with multiple data sources.
• Maintain and clean data in Salesforce as needed, keeping it free of duplication and inaccuracies.
• Create and maintain reports and dashboards in Salesforce and other reporting systems.
• Create and maintain data documentation, including data dictionary
• Troubleshoot data-related issues in Salesforce and other business systems.

Requirements

• Minimum 2 years’ experience in data analytics
• Bachelor’s degree in business, computer science, information systems or equivalent work experience
• Strong MS Office skills, especially with Excel, specifically being able to import data and use pivot tables
• Understanding of report writing required
• Experience working with Power BI and other relational databases
• Experience working in CRM & Project Management tools such as Salesforce, Oracle, Monday.com, Netsuite, Zendesk

Preferred Skill

• Experience with Salesforce.com and TaskRay
• Experience with SQL, and statistical packages (R, SAS, Ste)

Soft Skills

• Team Player - will be able to collaborate with others to make awesome happen.
• Self-Motivated – you like to work hard, play hard.
• Adaptable – quick feet! You can shift priorities if needed.
• Highly Organized – detail-oriented is your thing!