The Role

The Business Intelligence Analyst, Customer Success, Onboarding, and Professional Services ensures that our customers are able to leverage data through custom reporting, implementing robust analytical reports, and enabling customers how to manage and create reports. They oversee accounts after they have been closed by the Onboarding Manager - Implementation team and before transitioning to a Customer Success Manager (CSM). They will scope customer requirements and translate their needs to create custom analytics reporting, leveraging Affinity Analytics reporting features.  In addition, the Business Analyst will conduct client training and enablement and act as a Level-3 resource for internal and external product questions and escalations.

What you’ll be doing

• Independently build reporting and analytics dashboards in Looker to visualize transparency and insights for customers on their workflows (fundraising, deal flow, relationship insights, etc.) and self-service business intelligence

• Be a subject matter expert on setting up Affinity Analytics, working cohesively with stakeholders to understand their issues top to bottom, break down those complex problems into key components, and providing timely and effective data solutions.  

• Own creation of custom SOW outlining timelines and expectations.

• Help establish customer best practices and standards to ensure high-quality work as we continue to grow

• Develop reports and dashboards from ideation through production

• Validate data to ensure accuracy

• Provide guidance to clients on optimizing their data environment

• Perform technical and business user training

• Execute complex dashboard projects independently 

• Liaison with our product team to present feedback or improvements to internal processes related to Affinity Analytics 

Qualifications

Don’t meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every qualification. At Affinity, we are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role but your past experience doesn’t perfectly align with the qualifications above, we encourage you to apply anyways. You may be just the right candidate for this or other roles.

Required:

• 2+ years work experience in customer-facing Account Management, Implementation, Consulting, Workflow Management and/or Project Management in a SaaS company:  excelling at both written and live customer communication

• Technical expertise with data modeling and database design with business intelligence software (preferably Looker)

• Experience training both internal and external clients on challenging concepts to proficiency

• Experience navigating and advocating for internal changes within the organization

• Ability to work independently and flexibly in a fast paced environment

• BS in Computer Science, Computer Information Systems, Business Statistics or Analytics with experience or Masters in Computer Science, Computer Information Systems, Business Statistics or Analytics 

• Familiarity with HTML/CSS and SQL

Nice to have

• Experience in Venture Capital, Investment Banking, Private Equity, and others

What you'll enjoy at Affinity

• We live our values as playmakers who are obsessed with learning, care personally about our colleagues and clients, are radically open-minded, and take pride in everything we do.
• We pay your medical, dental, and vision insurance with comprehensive PPO and HMO plans. And provide flexible personal & sick days. We want our team to be happy and healthy :) 
• We offer a 401k plan to help you plan for retirement.
• We provide an annual budget for you to spend on education and offer a comprehensive L&D program – after all, one of our core values is that we’re #obsessedwithlearning! 
• We support our employee’s overall health and well-being and reimburse monthly for things such as; Transportation, Home Internet, Meals, and Wellness memberships/equipment.
• Virtual team building and socials. Keeping people connected is essential.

Please note that the role compensation details below reflect the base salary only and do not include any variable pay, equity, or benefits. This represents the salary range that Affinity believes, in good faith, at the time of this posting, that it will pay for the posted job.  

A reasonable estimate of the current range is $53,000 to $91,000 USD. Within the range, individual pay is determined by factors such as job-related skills, experience, and relevant education or training.