Data Visualization Analyst

CAPTIVATE LLC•New York, NY

1d•$80,000 - $85,000•Hybrid

About The Position

Captivate is seeking a Data Visualization Analyst to strengthen the accuracy, accessibility, and impact of data across our revenue organization. In this role, you will design and maintain Tableau dashboards that power decisions for Advertising Sales, Real Estate Sales, and Finance. You will transform complex data into clear insights, elevate forecasting and revenue performance reporting, and ensure leadership always has a reliable view of the business. Reporting to the VP, Revenue Operations and Sales Strategy, you will work directly with revenue leadership, build dashboards that drive accountability, and streamline critical workflows in Salesforce, Tableau, and Snowflake. If you are energized by solving operational challenges with clean data, scalable reporting, and actionable insights, your impact will be felt company wide.

Requirements

Advanced Tableau expertise. You are confident building highly interactive dashboards, optimizing performance, and creating visuals that help leaders take action quickly.
Skilled in optimizing static Excel reports by developing automated, dynamic Tableau visualizations that improve usability and reduce manual work.
3+ years of experience in Revenue Operations, Business Intelligence, Data Analytics, or a similar role where data guided commercial decisions.
Strong Excel skills. You enjoy working with large datasets, building revenue models, and simplifying recurring tasks with automation.
Experience working in Salesforce day to day and ensuring data quality is second nature.
Familiarity with Snowflake and NetSuite or similar BI or data warehouse systems and interest in expanding your technical toolkit.
The ability to make data simple and engaging and translate complex analysis into clear stories that help non-technical partners understand what matters and why.
Excellent collaboration skills and the ability to build strong relationships with Sales, Finance, Leadership, and Operations.
Strong organization and prioritization skills. You like building structure, anticipating needs, and keeping multiple workstreams moving forward.
A continuous improvement mindset. You look for opportunities to streamline workflows, enhance accuracy, and improve reporting consistency.
Curiosity and initiative. You love learning new capabilities, asking why, and finding better ways to support growth with data.
Comfort working in a fast-moving environment and enthusiasm for solving new challenges as the business grows.

Responsibilities

Design, build, and maintain executive-ready Tableau dashboards and data models that guide revenue strategy and sales execution
Develop efficient data pipelines and governed data sources to support trusted BI across teams
Translate business requirements into intuitive visualizations, standardized KPIs, and scalable reporting frameworks
Use advanced Tableau capabilities such as parameters, LOD expressions, actions, extensions, performance optimization to enable deeper analysis and interactivity
Partner with Sales, Finance, and senior leadership to analyze pipeline health, forecast accuracy, campaign delivery, churn indications, and revenue trends
Proactively identify insight gaps and introduce new dashboards that elevate decision making
Own recurring RevOps reporting including
Pipeline dashboards
Forecast models and pacing reports
Quota attainment and performance scorecards
Sales commissions inputs
Revenue analytics for executive/board materials
Maintain alignment and data integrity across Salesforce, Snowflake, Tableau, and NetSuite
Monitor, troubleshoot, and resolve data inconsistencies or system sync issues with urgency
Automate recurring processes and build self-serve analytical tools that reduce manual reporting load
Support CRM workflow improvements that enhance forecast reliability and revenue visibility
Perform quantitative revenue analysis to uncover risks, efficiency opportunities, and whitespace growth
Create structured KPI documentation and reporting standards that scale with the business
Build business cases with data, supporting new initiatives such as pricing updates, inventory optimization, or new sales strategies
Support leadership with ad-hoc insights tied to quarterly objectives
Continuously evaluate new data sources and reporting enhancements to raise data maturity across Captivate