Keystone Advisors · 21 hours ago
Retention Analytics & QA Specialist
Houston, TX
Full-time
Onsite
New Grad, Entry LevelKeystone Advisors is seeking a detail-oriented Retention Analytics & QA Specialist to support their Retention Team, which collaborates closely with Sales and Customer Services to enhance customer outcomes and reduce churn. The role focuses on quality assurance, data analytics, reporting, and operational insights related to customer retention efforts, enabling informed decision-making through data-driven insights.
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Responsibilities
Gather, organize, and validate retention-related data from internal systems and reports
Perform quality assurance checks on data related to:
Customer activity
Retention performance
Sales and Customer Service interactions
Identify data inconsistencies, missing values, and reporting gaps, and work with stakeholders to resolve issues
Support QA reviews of retention processes, outcomes, and operational workflows
Analyze datasets to identify trends, patterns, and insights related to:
Customer retention and churn
Sales handoffs and customer lifecycle touchpoints
Customer Service effectiveness
Data error trends and patterns
Support analysis that helps explain why customers stay, disengage, or escalate issues
Translate analytical findings into clear insights for Retention, Sales, and Customer Services teams
Build, update, and maintain recurring retention and performance reports using:
Excel (advanced formulas, XLOOKUP, pivot tables)
CRM or internal reporting tools
Assist with creating dashboards that track key retention, quality, and performance metrics
Ensure reports are accurate, consistent, and delivered on time
Validate Data from Enrollment Platforms and Carrier Portals to support membership management
Partner with the Retention Team to understand reporting and QA needs
Support Sales and Customer Services teams by responding to:
Data validation questions
Performance and retention metric requests
QA and reporting inquiries
Translate business questions into clear data requirements and actionable outputs
Present findings in a clear, concise way to both technical and non-technical audiences
Document data sources, QA checks, report logic, and workflows
Identify opportunities to improve data accuracy, reporting efficiency, and QA processes
Assist with standardizing recurring reports and retention metrics
Qualification
Required
Bachelor's degree in progress or recently completed in Data Analytics, Data Science, Statistics, Business Analytics, Operations, or related fields
Strong Excel skills, including XLOOKUP, pivot tables, and advanced formulas
Experience with at least one data analysis or reporting tool (Excel, Python, SQL, or similar)
Strong analytical thinking and attention to detail
Comfort working with operational and performance data
Strong written and verbal communication skills
Ability to work collaboratively in a fast-paced, team-oriented environment
Preferred
Internship or prior experience in analytics, operations, QA, or customer-facing environments
Exposure to retention, customer lifecycle, or customer experience analytics
Familiarity with CRM systems (Salesforce or similar)
Experience supporting internal teams with reports, dashboards, or QA reviews
Benefits
Medical, Dental, Vision, and Life benefits.
100% sponsored fitness benefit.
Paid holidays and PTO accrual.
Company
Keystone Advisors
At Keystone Advisors, we believe that progress starts with change.
Founded in 2014
51-200 employees
H1B Sponsorship
Keystone Advisors has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2022 (1)
Funding
Current Stage
Growth StageLeadership Team
Michael Rodriguez
Chief Operating Officer
Recent News
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