Cotality · 6 hours ago
Business Data Analyst
United States
Full-time
Remote
Mid, Senior Level
$65K/yr - $88K/yr
5+ years expCotality is committed to making the property industry faster, smarter, and more people-centric. They are seeking a Business Data Analyst to bridge the Analytics team with the Customer Success team by translating business needs into analytical requirements and ensuring effective adoption of insights by end-users.
Real EstateSoftwareProperty & Casualty InsuranceProperty Insurance
Responsibilities
Lead comprehensive discovery sessions with Customer Success stakeholders to gain a deep understanding of business processes, operational pain points, and specific information requirements
Translate business insights into detailed, unambiguous analytical requirements, user stories, and functional specifications for the analytics team
Act as the critical intermediary between Customer Success and Analytics to ensure solutions address defined business problems and technical complexities are communicated clearly
Manage expectations on both business and technical sides while facilitating effective, bidirectional communication
Conduct preliminary data exploration utilizing available tools like Excel and Power BI reports to assess data availability and quality
Collaborate with data analysts to interpret the implications of analytical findings and articulate their precise business impact
Drive the adoption and effective utilization of analytics dashboards and reports within the Customer Success organization through training and user guides
Identify opportunities to optimize Customer Success processes proactively through the application of data-driven insights
Develop and maintain comprehensive documentation for business processes, data definitions, report usage guidelines, and key performance indicators
Cultivate and maintain strong, trusted relationships with Customer Success leaders and team members as a collaborative advisor
Qualification
Required
Bachelor's degree or equivalent professional experience
Minimum of 5 years of relevant professional experience
Foundational ability to write simple SQL statements to retrieve data for ad-hoc validation. Familiarity with the key tables and fields within SQL Server and Snowflake databases
Proficiency in various requirements gathering techniques such as interviewing, conducting workshops, prototyping, and writing documentation using Confluence, Lucidchart, or similar tools
Expert proficiency in utilizing Excel for organizing and summarizing data, creating tables and charts, and preparing data-driven presentations
Expert in navigating complex Power BI dashboards, including the use of slicers, filters, and drill-through features
Proficiency in writing clear, concise, and testable user stories and requirements within JIRA
Strong, in-depth understanding of customer success operations, the customer lifecycle, and key performance metrics
Strong logical reasoning and critical thinking skills to formulate pertinent questions that uncover underlying business problems
Proven ability to gather, analyze, and document business requirements with clarity and precision
Advanced SQL proficiency with hands‑on experience writing complex queries and working with large datasets
Exceptional communication skills, with the ability to collaborate effectively across technical and non‑technical stakeholders
Strong data visualization expertise using tools such as Power BI or Tableau, with a demonstrated ability to transform data into actionable insights
Preferred
Experience working with insurance claims data or within the insurance industry
Understand advanced data visualization techniques and principles beyond basic charting
Benefits
Generous PTO and 11 paid holidays, plus well-being and volunteer time off.
Up to 16 weeks of fully paid parental leave and a baby stipend.
Multiple medical plan options with mental health and wellness support offerings.
401(k) with company match and vesting after one year.
$400 annual well-being stipend and tuition assistance up to $5,250.
Recognition Rewards, Referral bonuses, exclusive discounts and more!
Company
Cotality
Cotality is a technology firm helping property professionals with data, valuations, surveys and retrofit solutions.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$1.63MKey Investors
Finance Birmingham
2018-02-12Acquired
2016-07-05Series Unknown· $1.63M
Recent News
2026-01-22
2026-01-11
Company data provided by crunchbase