Casebook PBC is looking to hire a Data Analyst to analyze, interpret, and visualize data across various departments to provide actionable insights for informed decision-making, process improvements, and customer-centric growth strategies, ultimately accelerating the end of poverty.
Requirements
- Hands-on experience with HubSpot reporting, dashboards, and lifecycle analytics.
- Familiarity with Customer Success Platforms such as ChurnZero.
- Strong analytical skills with proficiency in SQL, Excel/Google Sheets, and data visualization tools.
Responsibilities
- Build, maintain, and optimize dashboards and reports across HubSpot and related systems.
- Analyze data spanning the full customer lifecycle: marketing engagement, sales pipeline, onboarding, adoption, renewals, and product usage.
- Translate raw data into actionable insights for executives, department leads, and frontline teams.
- Partner with Marketing to assess campaign effectiveness and lead funnel performance.
- Support Sales Development and Sales with pipeline analytics, conversion metrics, and forecasting.
- Collaborate with Customer Success to track adoption, retention, churn risk, and expansion opportunities.
- Collaborate with Product to evaluate feature adoption, customer usage patterns, and feedback data, informing the roadmap.
Other
- 3+ years of experience as a Data Analyst, preferably in SaaS or technology.
- Ability to work ET or CT hours
- Naturally curious and detail-oriented.
- Strong communicator/presenter who can “tell the story” behind the data.
- Comfortable balancing day-to-day reporting needs with long-term strategic projects.
