Data Analyst
Data Analyst
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Salary Not Disclosed
1 Vacancy
Job Description
OVERVIEW:
A team member at Casebook PBC plays a key role in advancing our mission to build technology to accelerate the end of poverty. They are dedicated to Casebooks vision: building and promoting the human services global operating system to accelerate the end of poverty. This individual exemplifies the Casebook values and works collaboratively to achieve the organizations goals.
We are seeking a Data Analyst with strong experience in HubSpot and exposure to Customer Success Platforms (such as ChurnZero) to join our team. This role will be responsible for analyzing interpreting and visualizing data across Marketing Sales Customer Success Support and Product. You will ensure that our teams have actionable insights to make informed decisions and will play a pivotal role in driving process improvements and customer-centric growth strategies.
CASEBOOK VALUES
Impact: We strive to help improve the lives of vulnerable children adults families and communities.
Customer Commitment: We provide ground-breaking human services software products and exceptional customer experiences shaped by organizational needs and best practices.
Teamwork: We collaborate with team members customers and other partners with mutual respect encouraging meaningful relationships and open communication.
Innovation: We find new ways to grow our product company and each other.
Accountability: We accept responsibility for our actions holding ourselves accountable for results.
RESPONSIBILITIES:
Data Analysis & Reporting
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.
Cross-Functional Insights
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.
Data Governance & Process Improvement
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.
Strategic Contributions
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.
Qualifications :
EDUCATION AND/OR EXPERIENCE:
3 years of experience as a Data Analyst preferably in SaaS or technology.
Bachelors degree in Business Economics Data Science Statistics or related field (or equivalent experience)
REQUIRED TECHNICAL / OTHER SKILLS AND ABILITIES:
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.
Attributes for Success
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.
Growth Path
Potential to grow into future RevOps Manager positions.
Additional Information :
Why Join Us
Casebook PBC is proud to be a certified Great Place to Work: salary and benefits.
Opportunities for professional growth and development.
Collaborative and supportive team environment.
The chance to make a real difference by supporting those who help others.
Compensation: $70000 - 90000 Salary Benefits
Demo of Casebook: addition to salary and sales commission this position includes a full benefits package including employer funded health insurance for you and a spouse 401k and three weeks vacation time.
Remote Work :
Yes
Employment Type :
Full-time
Employment Type
Remote
Company Industry
Key Skills
- Data Analytics
- Microsoft Access
- SQL
- Power BI
- R
- Data Visualization
- Tableau
- Data Management
- Data Mining
- SAS
- Data Analysis Skills
- Analytics
