Partner with GTM teams (Sales, Marketing, and Customer Success) to support key initiatives through analysis, insights, project management, and operational design.
Build, maintain, and monitor reporting dashboards that track sales, marketing, and customer performance, and proactively flag trends, risks, and opportunities for improvement.
Support Sales territory and regional analysis, including evaluating performance trends and helping coordinate territory updates and changes.
Conduct analysis to support deal approvals and provide insights from sales and usage data to support informed decision-making.
Support marketing analytics, including segmentation, campaign performance tracking, and reporting on return on investment (ROI).
Help maintain data quality across Sales and Marketing systems, including troubleshooting issues and supporting integrations with internal and third-party data sources.
Contribute to scalable reporting and self-service tools by building and improving dashboards, updating documentation and training materials, and responding to ad hoc analysis requests.
Assist with analysis and management of special projects, state adoptions, and new market initiatives.
Requirements
Bachelor’s degree minimum (must be completed/earned by May 2026)
1+ years of professional work experience (including co-op/internship experience) in a business analyst or similar analytical role.
Problem-solving skills that include experience understanding issues, interpreting needs, identifying resolutions.
Experience using CRM and Marketing automation software and tools.
Advanced proficiency in Microsoft Excel with pivot tables, charting, conditional formatting, data validation, and lookup functions.
Proficiency in standard office software (e.g., Microsoft Office, Google Workspace) and navigating digital tools for communication and productivity.