Data Analyst

• Conduct in-depth analyses of producers' books to identify potential cross-sell leads and help build a pipeline of cross-selling opportunities.
• Utilize data mining and analytics/AI methods to generate key insights into prospects, such as gaps in services, excessive fees, benchmarks for improvements, elevated fiduciary exposure, financial health indicators, current broker/advisor capabilities, etc, to spot opportunities.
• Identify trends within the data and provide actionable insights and recommendations for producers.
• Generate reports in Power BI, Excel, and other tools based on collected data.
• Build and maintain relationships with producers, the regional cross-selling team, and other business stakeholders.
• Perform additional job-related duties as needed

Cross-Sell Data Analyst, Dynamics 365

• Maintain the KPI standards for Customer Support: document how each metric is calculated and interpreted, keep definitions current across data platforms, and flag to leadership when targets may need adjustment.
• Build and maintain dashboards in Omni Analytics (our BI platform) that serve analyst, manager, and leadership audiences; maintain the semantic layer and metric definitions so every team measures the same things the same way.
• Produce formal analyses and recommendations on volume trends, resolution efficiency, CSAT, contact rate, and cost performance; frame findings in terms of business impact, not just numbers.
• Identify anomalies and performance gaps in Support data; bring a recommended course of action to leadership rather than a flag, and track the response through to resolution.
• Consult on SQL, Snowflake, and BI standards used for Support reporting; ensure Support modeling approach, query patterns, and tooling match organizational standards.
• Lead metric alignment conversations with Data, Product, and Engineering; represent Support's analytical interests and keep shared definitions from drifting.
• Triage and scope ad hoc analysis requests from across the organization; exercise judgment on urgency, feasibility, and which questions are worth answering.

• Own and evolve the analytics intake process: Design, implement, and continuously improve a clear, scalable process for submitting, reviewing, and routing analytics requests.
• Establish intake standards, required fields, and decision criteria that improve request quality and speed time to triage.
• Create transparency into request status, pipeline health, and next steps for stakeholders and analytics teams.
• Perform light scoping and demand assessment: Partner with requestors and analytics leaders to clarify business objectives, desired outcomes, urgency, dependencies, and high-level level-of-effort.
• Translate ambiguous requests into well-defined problem statements, preliminary requirements, and actionable intake packages.
• Identify opportunities to consolidate, sequence, defer, or redirect requests based on value, readiness, and strategic fit.
• Facilitate prioritization and portfolio governance: Run weekly intake and prioritization meetings with strong preparation, clear recommendations, and documented decisions.
• Support prioritization using agreed-upon criteria such as business impact, strategic alignment, effort, risk, timing, and dependencies.
• Maintain a current view of analytics demand, in-flight work, backlog, and key trade-offs to support leadership decision-making.
• Drive stakeholder communication and alignment: Serve as a primary point of contact for intake-related communication, ensuring stakeholders understand process, timing, status, and decisions.
• Build strong relationships across business, operational, and analytics teams to improve intake quality and partnership.
• Communicate clearly and diplomatically in situations involving competing priorities, constrained capacity, or changing requirements.
• Manage workflow and delivery coordination tools: Manage tasks, updates, and workflow coordination in tools such as OpenText and ClickUp.
• Ensure requests, decisions, action items, and status updates are accurately documented and easy to follow.
• Partner with teams to improve workflow hygiene, reporting, and operational consistency across the intake-to-delivery lifecycle.
• Support portfolio visibility and operational excellence: Develop and maintain reporting, dashboards, or summaries that provide visibility into demand trends, throughput, bottlenecks, and priorities.
• Track risks, blockers, and dependencies and escalate issues when timely decisions are needed.
• Recommend process improvements that increase transparency, responsiveness, and alignment across the analytics portfolio.
• Contribute to broader analytics strategy and operations efforts: Partner with analytics leadership on planning, capacity discussions, prioritization frameworks, and operating rhythms.
• Help strengthen the team’s overall ways of working by bringing a product and program mindset to analytics demand management.
• Assist with other Data Governance, Data Literacy, enablement, or analytics operations duties as needed.

Data Analytics Portfolio Manager

• Construct, design, write and document complex programs using Business Intelligence Tools (e.g. Business Objects, SAS, SQL, Crystal Reports)
• Develop, analyze, report and interpret complex data for ongoing activities/projects
• Work collaboratively with customers to complete effective needs analyses
• Monitor and perform in-depth analysis of data for customers to determine areas of improvement
• Identify complex trends and make recommendations to business areas
• Communicate meaningful insights by creating charts and slide presentations
• Support and manage complex applications systems on many platforms
• Provide ongoing user support for ad hoc reporting, questions, queries, and problem support

Senior Healthcare Data Analyst, ACA, EDGE

• The data analyst will play a key role in supporting data-driven decision-making across the organization by analyzing business performance, contractor behavior, and data integration.
• This role is responsible for collecting and analyzing data from multiple systems, including CRM platforms, Billing Systems (Zuora), financial Systems (NetSuite), and product analytics tools to generate insights that drive growth, operational efficiency, and improved contractor outcomes.
• The data analyst will monitor and analyze core metrics to help leadership understand business performance and identify opportunities for improvement.
• Build and maintain dashboards and reports for leadership using tools such as Power BI and Alteryx.
• Help automate the current manual reporting.
• Deepen analysis of contractor data to identify key drivers for churn or expansion.
• Support forecasting and budgeting processes with data insights.
• Analyze key business metrics to provide deeper insights into the business.
• Work with teams to ensure data integrity and consistency.
• Translate complex data into clear insights and recommendations.

• Plan and oversee enterprise-level support and service activities for designated clients.
• Act as the single point of contact to coordinate service incident resolution.
• Generate ad hoc reports and regular datasets for end-users utilizing system tools.
• Program and maintain report forms, dashboards, and other end-user information portals.
• Determine and document operational objectives by studying business functions and gathering information.
• Prepare technical reports by collecting, analyzing, and summarizing information and trends.
• Recommend and implement controls by identifying problems and writing improved procedures.

Business Data Analyst – SaaS

• Support the Louisiana Department of Wildlife and Fisheries in coordinating and managing data across organizational systems.
• Perform data profiling, discovery, and modeling to ensure data integrity and usability.
• Gather and interpret business requirements to inform data documentation and design decisions.
• Coordinate various data sources across organizational systems to ensure consistency and accessibility.
• Perform data modeling and design to support integration and migration efforts.
• Write and execute SQL queries to extract and analyze data from relational databases.
• Clean and validate data to support reporting and migration activities.
• Run basic reports and maintain existing dashboards to support operational needs.

See all jobs on JobTailor

Cross-Sell Data Analyst, Dynamics 365

Data Analyst

Data Analytics Portfolio Manager

Senior Healthcare Data Analyst, ACA, EDGE

Data Analyst

Business Data Analyst – SaaS

Data Analyst