Extract, integrate, and analyze data across Zoho CRM and OA EMR to support marketing decision-making as the organization scales.
Build and maintain dashboards and reports that provide a unified view of the marketing funnel — from prospect outreach through patient intake.
Identify trends, patterns, and anomalies in referral data, campaign performance, and patient acquisition metrics.
Partner with IT and operations teams to ensure consistent data mapping and field alignment across platforms.
Develop recurring reporting cadences aligned to marketing and business planning cycles.
Audit existing data inputs in Zoho CRM and OA EMR to identify gaps, inconsistencies, and areas for standardization.
Design and implement data governance protocols including naming conventions, field validation rules, and input standards for the marketing team.
Develop and facilitate training resources to build data literacy and input discipline across marketing staff.
Establish quality control checkpoints and monitoring routines to sustain data integrity over time.
Collaborate with marketing leadership to document and professionalize the end-to-end analytics workflow.
Prepare executive-ready analyses and presentations for the C-suite and marketing leadership that surface strategic opportunities.
Translate complex data findings into clear, actionable recommendations on channel investment, referral partner prioritization, and campaign optimization.
Support annual and quarterly marketing planning with data-driven forecasts, benchmarks, and performance reviews.
Monitor competitive market data and industry trends relevant to home health and hospice marketing.
Serve as a trusted analytical partner to the VP of Marketing on special projects, business cases, and new market initiatives.

Requirements

3+ years of experience in a data analyst, marketing analytics, or business intelligence role.
Demonstrated proficiency with CRM platforms; Zoho CRM experience strongly preferred.
Experience working with EMR or healthcare operations data a significant plus.
Strong command of Excel or Google Sheets for data modeling and analysis.
Proficiency in at least one BI or visualization tool (e.g., Tableau, Looker, Power BI, Google Data Studio).
Excellent written and verbal communication skills with the ability to present complex data clearly to non-technical audiences.
High attention to detail and a structured, process-oriented approach to work.
Comfort operating in a scaling, entrepreneurial environment with evolving priorities.

Benefits

Medical, Dental, Vision and supplementary benefits such as Life Insurance, Short Term and Long Term Disability, Flexible Spending Accounts for Medical and Dependent Care, Accident, Critical Illness, and Hospital Indemnity.
Paid Time Off
Paid Office Holidays
Paid Sick Time
401(k) with up to 3% company match
Referral Program
Payactiv: pay-on-demand. Cash out earned money when and where you need it!

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

data analysisdata integrationdata governancedata modelingdata visualizationreportingtrend analysiscampaign performance analysisdata mappingdata quality control

Soft Skills

communicationattention to detailprocess-orientedcollaborationtraining facilitationanalytical thinkingproblem-solvingadaptabilitypresentation skillsstrategic thinking