Associate Director, Data Analysis, Support

Role Overview

• Maintain and analyze sales and customer data (65%)
• Capture and track sales and customer data in regular intervals (daily, weekly, monthly, quarterly, annually) to help report on progress to goals
• Ensure data integrity and file optimization of frequently used data assets
• Prepare accurate files for bulk-uploading records into our CRM
• Manage project work with cross-functional teams using Jira
• Maintain documentation of data discrepancies and special initiatives
• Assist in preparing internal and external reports using tools such as Canva, Excel, PowerPoint, and Tableau
• Be a ‘superuser’ of Salesforce for the RES team by creating reports and dashboards, assisting users, and finding ways to continuously improve our instance
• Help build and improve Tableau dashboards to visualize customer behavior and progress to goals
• Complete frequent ad-hoc data requests and collaborate on larger data projects for internal and external stakeholders
• Identify opportunities for process, automation, technology, and system improvements in our data work
• Support and enable Sales and Customer Success work (35%)
• Prepare accurate email distribution lists with dynamic data fields to protect customer PII
• Clean and analyze contact and account reports to help identify new business opportunities
• Manage CRM lead queues by qualifying RFI submissions and assigning to Sales team
• Generate data-heavy documents for clients as needed and help improve upon existing templates and materials
• Track outreach campaigns to help connect leads and clients with sales and customer success consultants as appropriate

Requirements

• Bachelor’s Degree or equivalent experience
• Minimum of 3 years of related experience with business and data analysis, CRM management, and/or sales support and enablement
• Experience in working with large, complex datasets to identify patterns, detect inconsistencies, and recommend optimizations
• Strong analytical and problem-solving skills with a keen eye for detail
• Strong organization and prioritization skills and the proven ability to move forward multiple projects in concert, both independently and as a member of the team
• Advanced Excel skills required (e.g., pivot tables, vlookups, formulas)
• Salesforce experience including building reports and dashboards
• Ability to travel 3-5 times per year

Tech Stack

• Tableau

Benefits

• Annual bonuses and opportunities for merit-based raises and promotions
• A mission-driven workplace where your impact matters
• A team that invests in your development and success