Casebook PBC

Data Analyst

Casebook PBC

full-time

Posted on:

Origin:  • 🇺🇸 United States

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Salary

💰 $70,000 - $90,000 per year

Job Level

Mid-LevelSenior

Tech Stack

SQL

About the role

  • Build, maintain, and optimize dashboards and reports across HubSpot and related systems.
  • Analyze data spanning the full customer lifecycle: marketing engagement, sales pipeline, onboarding, adoption, renewals, and product usage.
  • Translate raw data into actionable insights for executives, department leads, and frontline teams.
  • Partner with Marketing to assess campaign effectiveness and lead funnel performance.
  • Support Sales Development and Sales with pipeline analytics, conversion metrics, and forecasting.
  • Collaborate with Customer Success to track adoption, retention, churn risk, and expansion opportunities.
  • Collaborate with Product to evaluate feature adoption, customer usage patterns, and feedback data, informing the roadmap.
  • Ensure data accuracy, consistency, and completeness across HubSpot, ChurnZero, and other systems.
  • Recommend process improvements based on data findings to enhance operational efficiency.
  • Contribute to data governance frameworks and help enforce standards for new fields, integrations, and reporting practices.
  • Identify leading and lagging indicators of customer health and company performance.
  • Deliver insights that influence GTM strategy, customer experience initiatives, and product development.
  • Present findings to leadership in a clear, concise, and actionable way.

Requirements

  • 3+ years of experience as a Data Analyst, preferably in SaaS or technology.
  • Bachelor’s degree in Business, Economics, Data Science, Statistics, or related field (or equivalent experience)
  • Hands-on experience with HubSpot reporting, dashboards, and lifecycle analytics.
  • Familiarity with Customer Success Platforms such as ChurnZero.
  • Strong analytical skills with proficiency in SQL, Excel/Google Sheets, and data visualization tools.
  • Experience working cross-functionally with Marketing, Sales, Customer Success, Support, and Product teams.
  • Ability to translate complex data into clear, actionable insights.
  • Naturally curious and detail-oriented.
  • Strong communicator/presenter who can “tell the story” behind the data.
  • Comfortable balancing day-to-day reporting needs with long-term strategic projects.
  • Self-motivated and interested in learning.