We’re looking for a Data Analyst who can serve as a forecasting, reporting, dashboard, analytical and modeling guru for the CareRev Growth organization. The goal of this role is to scale and automate our forecasting, modeling and reporting to support the leadership and sales and client success teams. The ideal candidate is a detail-oriented and data-savvy analyst who not only understands large, complex data sets well, but can also synthesize them to provide actionable insights.
What You’ll Do:
- Manage sales and revenue forecasting for the Growth team, working closely with Finance to support company-wide forecasting
- Build leadership dashboards that facilitate real-time access to OKR & KPI progress, and identify opportunities for improvements
- Curate/maintain core reports for use by GTM team members
- Develop Salesforce reports and dashboards for the sales teams
- Report across the full GTM funnel by joining data from Marketing efforts (leads, and contacts generated), Sales driven efforts and then further into Account Management metrics (retention, growth, utilization etc.)
- Work closely with Business Intelligence team to develop dashboards and reporting outside Salesforce
- Build and maintain scalable reporting infrastructure. Automate reporting where possible
- Proactively conduct ad hoc analysis to generate insights, answer specific questions, raise issues, and provide ideas for business improvements
What We’re Looking For:
- Bachelor Degree preferred and an advanced degree is a bonus
- 2+ years of analytical and operational experience (e.g. business analyst, finance, accounting, business operations, sales operations, data analyst, data mining) from consulting firms, private equity, technology or healthcare industries
- Proficiency in SQL is essential, with experience querying large databases and optimizing queries for performance
- Strong analytical skills, with experience synthesizing business insights from large sets of structured and unstructured data
- Experience with BI tools such as Mode, Tableau or Looker
- Experience building forecasting models - financial and operational
- Excellent Excel and Google Sheet skills
- Experience with CRM tools, preferably Salesforce.com and Hubspot is a plus
- Proven attention to detail, good business acumen and awareness of business trends, high degree of motivation, responsibility, and flexibility
The anticipated salary range for this position is $73,600.00 - $126,500.00. Equity, bonus or commission and benefits may also be provided as part of the total compensation package, depending on the position offered. If given an offer, the exact salary amount offered will ultimately depend on multiple factors, which may include the successful candidate's skills, experience, education and other qualifications as well as the candidate's location of residence.