Business Data Analyst

Cotality is committed to making the property industry faster, smarter, and more people-centric. They are seeking a Business Data Analyst to bridge the Analytics team with the Customer Success team by translating business needs into analytical requirements and ensuring effective adoption of insights by end-users.

Responsibilities:

• Lead comprehensive discovery sessions with Customer Success stakeholders to gain a deep understanding of business processes, operational pain points, and specific information requirements
• Translate business insights into detailed, unambiguous analytical requirements, user stories, and functional specifications for the analytics team
• Act as the critical intermediary between Customer Success and Analytics to ensure solutions address defined business problems and technical complexities are communicated clearly
• Manage expectations on both business and technical sides while facilitating effective, bidirectional communication
• Conduct preliminary data exploration utilizing available tools like Excel and Power BI reports to assess data availability and quality
• Collaborate with data analysts to interpret the implications of analytical findings and articulate their precise business impact
• Drive the adoption and effective utilization of analytics dashboards and reports within the Customer Success organization through training and user guides
• Identify opportunities to optimize Customer Success processes proactively through the application of data-driven insights
• Develop and maintain comprehensive documentation for business processes, data definitions, report usage guidelines, and key performance indicators
• Cultivate and maintain strong, trusted relationships with Customer Success leaders and team members as a collaborative advisor

Requirements:

• Bachelor's degree or equivalent professional experience
• Minimum of 5 years of relevant professional experience
• Foundational ability to write simple SQL statements to retrieve data for ad-hoc validation. Familiarity with the key tables and fields within SQL Server and Snowflake databases
• Proficiency in various requirements gathering techniques such as interviewing, conducting workshops, prototyping, and writing documentation using Confluence, Lucidchart, or similar tools
• Expert proficiency in utilizing Excel for organizing and summarizing data, creating tables and charts, and preparing data-driven presentations
• Expert in navigating complex Power BI dashboards, including the use of slicers, filters, and drill-through features
• Proficiency in writing clear, concise, and testable user stories and requirements within JIRA
• Strong, in-depth understanding of customer success operations, the customer lifecycle, and key performance metrics
• Strong logical reasoning and critical thinking skills to formulate pertinent questions that uncover underlying business problems
• Proven ability to gather, analyze, and document business requirements with clarity and precision
• Advanced SQL proficiency with hands‑on experience writing complex queries and working with large datasets
• Exceptional communication skills, with the ability to collaborate effectively across technical and non‑technical stakeholders
• Strong data visualization expertise using tools such as Power BI or Tableau, with a demonstrated ability to transform data into actionable insights
• Experience working with insurance claims data or within the insurance industry
• Understand advanced data visualization techniques and principles beyond basic charting