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Drake Software · 1 week ago

Senior BI Analyst

United States

Full-time

Remote

Senior Level

Taxwell is a leading digital tax filing platform formed in 2022 from the combination of Drake Software and TaxAct. They are seeking a Senior BI Analyst to elevate data-driven decision-making across the marketing organization, providing valuable insights to support informed decision-making.

AccountingSoftware

Responsibilities

Conduct in-depth analysis of marketing, sales, and product data to derive actionable insights

Partner with marketing stakeholders to forecast MQLs, prospects, leads status and report progress against those benchmarks

Ability to navigate multiple business lines and draw holistic insights from the tax business

Analyze large data sets of structured, semi-structured, unstructured data to discover data insights and collaborate with business partners to deliver business value

Advanced data visualization (Tableau) and dashboarding skills to support business decisions, provide recommendations and evaluate business performance

Prepare and effectively present your findings to business stakeholders, including executive management in a concise fashion

Support ad hoc business studies/reporting; inform segmentation, territory management and initiative reporting

Qualification

Data analysisTableauSQLGoogle AnalyticsB2B analyticsData visualizationProject managementIndependent thinkerProactive mindsetCommunication skills

Required

Strong experience in marketing, sales, and/or revenue analytics, with B2B focus

Demonstrated ability to translate complex data into actionable insights

Expertise in Tableau, including dashboard development, data source blending, and performance optimization

Ability to manage projects from inception to completion, coordinating across teams and delivering on time

Ability to read, write, and understand complex SQL queries for both ad-hoc and dashboard use

Experience with and understanding Google Analytics and CRM systems

Ability to deliver insights with creativity and pragmatism, ensuring a clear understanding of the 'so what?' implications

A doer, who won't hesitate to roll up its sleeves

Independent thinker with confidence to challenge conventional approaches

Proactive mindset with a hands-on and can-do attitude

Company

Drake Software

Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. It is a sub-organization of Cinven.

Founded in 1977