Taxwell · 3 hours ago
Senior Data Analyst - B2B Marketing
United States
Full-time
Remote
Senior Level
6+ years expTaxwell is a leading digital tax filing platform formed from the combination of Drake Software and TaxAct. They are seeking a Senior Data Analyst who will serve as a strategic partner to Marketing, Sales, and Product leaders, focusing on generating actionable business insights through deep analytical work.
Enterprise SoftwareSoftwareTax Preparation
Hiring Manager
Kim Earhart
Responsibilities
Lead in-depth, exploratory analyses across customer behavior, funnel performance, retention, and revenue growth to identify drivers and opportunities
Partner closely with Marketing, Sales, and Product leaders to frame ambiguous business questions and convert them into structured analytical approaches
Write and maintain complex SQL queries to investigate trends, validate hypotheses, and uncover insights across large, multi-source datasets
Design Tableau dashboards with an emphasis on narrative clarity and decision support, tailored to senior and executive audiences
Synthesize analytical findings into clear recommendations, including implications, tradeoffs, and next steps
Analyze lead flow, conversion dynamics, and customer engagement across the full customer lifecycle
Present insights and recommendations to senior and executive stakeholders, influencing strategy and execution
Qualification
Required
6+ years of experience as a data analyst supporting business decision-making in a B2B software or SaaS environment
Advanced SQL skills with experience performing exploratory, ad-hoc analysis beyond standard reporting queries
Strong Tableau experience focused on storytelling, prioritization, and executive-facing insights
Demonstrated ability to translate ambiguous business questions into actionable analysis and recommendations
Proven impact influencing marketing, sales, or product decisions through data-driven insights
Experience working with CRM, marketing, and web data sources (e.g., Salesforce, HubSpot, Marketo, Google Analytics)
Excellent communication skills with a track record of advising senior stakeholders using data
Highly independent and organized, able to own work end-to-end from intake through insight delivery
Company
Taxwell
Taxwell is a digital tax filing platform that offers tax preparation software solutions.
1001-5000 employees
Funding
Current Stage
Late StageCompany data provided by crunchbase