Associa is seeking a Business Data Analyst to analyze sales, retention, and account health data, integrating customer feedback with operational metrics to improve decision-making, drive revenue growth, and reduce churn.
Requirements
- Strong skills in data visualization tools (e.g., Tableau, Power BI, Looker).
- Advanced Excel/Google Sheets and SQL proficiency required.
- Experience with CRM systems (e.g., Salesforce) and customer feedback platforms.
- Experience in real estate or financial service industry with a focus on retention and renewal.
- Familiarity with churn forecasting, cohort analysis, and customer lifetime value (CLV) modeling.
- Background in Voice of the Customer programs or customer insights roles.
Responsibilities
- Collect, analyze, and interpret sales, account, and customer experience data from CRM, ERP, and VOC platforms.
- Develop and maintain dashboards and reports to monitor KPIs such as pipeline health, conversion rates, revenue growth, churn, retention, and renewal performance.
- Integrate customer feedback and survey results into retention and sales forecasting models.
- Build insights that connect customer sentiment with service delivery, SLA adherence, and account performance.
- Deliver executive-ready reporting and storytelling that explains both what is happening in the numbers and why through customer insights.
- Conduct ad hoc analyses to support strategic initiatives in sales effectiveness and customer experience improvement.
- Ensure data quality, integrity, and accessibility across VOC and reporting platforms.
Other
- 2–4+ years of experience as a Data Analyst, preferably in Sales, Customer Analytics, or VOC-related roles.
- Excellent problem-solving and communication skills, with the ability to translate complex data into clear, actionable recommendations.
- Collaborate cross-functionally with Sales, Ops, and Marketing to align on retention, growth, and customer experience metrics.
