Casebook PBC
Overview
A team member at Casebook PBC plays a key role in advancing our mission to build technology to accelerate the end of poverty. This individual exemplifies our values and works collaboratively to achieve the organization’s goals. Responsibilities
Data Analysis & Reporting
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. Cross-Functional Insights
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. Data Governance & Process Improvement
Ensure data accuracy, consistency, and completeness across HubSpot, ChurnZero, and other systems. Recommend process improvements based on data findings to enhance operational efficiency. Contribute to data governance frameworks and help enforce standards for new fields, integrations, and reporting practices. Strategic Contributions
Identify leading and lagging indicators of customer health and company performance. Deliver insights that influence GTM strategy, customer experience initiatives, and product development. Present findings to leadership in a clear, concise, and actionable way. Qualifications
3+ years of experience as a Data Analyst or RevOps Analyst, preferably in SaaS or technology. Bachelor’s degree in Business, Economics, Data Science, Statistics, or related field (or equivalent experience). 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. Experience working cross‑functionally with Marketing, Sales, Customer Success, Support, and Product teams. Ability to translate complex data into clear, actionable insights. Compensation
$70,000 - $90,000 salary + benefits. Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or other protected characteristic.
#J-18808-Ljbffr
A team member at Casebook PBC plays a key role in advancing our mission to build technology to accelerate the end of poverty. This individual exemplifies our values and works collaboratively to achieve the organization’s goals. Responsibilities
Data Analysis & Reporting
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. Cross-Functional Insights
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. Data Governance & Process Improvement
Ensure data accuracy, consistency, and completeness across HubSpot, ChurnZero, and other systems. Recommend process improvements based on data findings to enhance operational efficiency. Contribute to data governance frameworks and help enforce standards for new fields, integrations, and reporting practices. Strategic Contributions
Identify leading and lagging indicators of customer health and company performance. Deliver insights that influence GTM strategy, customer experience initiatives, and product development. Present findings to leadership in a clear, concise, and actionable way. Qualifications
3+ years of experience as a Data Analyst or RevOps Analyst, preferably in SaaS or technology. Bachelor’s degree in Business, Economics, Data Science, Statistics, or related field (or equivalent experience). 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. Experience working cross‑functionally with Marketing, Sales, Customer Success, Support, and Product teams. Ability to translate complex data into clear, actionable insights. Compensation
$70,000 - $90,000 salary + benefits. Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or other protected characteristic.
#J-18808-Ljbffr