Senior Data Analyst

Coalition, Inc.

4h • Remote

About The Position

We are hiring a Senior Data Analyst to lead analytics for our GTM and servicing motions, with a core focus on building out our “Customer 360” view. You will connect data across marketing, sales, product, and servicing to show how brokers and customers move through the lifecycle and where we can better acquire, onboard, support, and retain them.
You’ll partner with Marketing, Sales, Customer Success, and Product to measure campaign impact, optimize funnels, and identify opportunities to improve experience and LTV. By building robust data models, dashboards, and journey analytics, you will give leaders a single source of truth for GTM and servicing performance and help them prioritize the next best actions for growth and retention.

Requirements

• Bachelor’s degree in Statistics, Economics, Mathematics, Computer Science, or a related field (or equivalent practical experience).
• 5+ years of professional experience in data analysis, business analytics, or a related analytical role, with demonstrated impact on marketing, GTM, or customer experience outcomes.
• 4+ years of domain experience in the insurance industry, ideally supporting distribution, marketing, partnerships, or customer servicing.
• Proven expertise in SQL, including complex query design, data modeling, performance optimization, and thorough code documentation.
• Knowledge of programming skills in Python, R, or a similar language for analytical workflows and reproducible analysis.
• Solid knowledge of analytical and statistical techniques: hypothesis testing, experiment design, data interpretation, and development of actionable recommendations.
• Demonstrated experience working with BI / visualization tools like Looker, Tableau, or similar, including building dashboards used by leadership.
• Strong communication skills, with the ability to present technical findings clearly to non-technical business and GTM audiences.
• Track record of effective collaboration across product, marketing, sales, customer success, operations, and cross-functional teams.
• Ability to context switch seamlessly between multiple areas of the business, prioritizing diverse requests and adapting to varied stakeholder needs.
• Passion, drive, and a deep sense of responsibility. We build the analytical systems that help us understand, serve, and retain our customers and brokers.

Nice To Haves

• Experience in insurance underwriting, insurtech, or fintech sectors.
• Familiarity with operational / business tools, such as Amplitude, Google Analytics, Marketo, Salesforce, Segment, or Zuora.
• Exposure to ETL and analytics workflow tools (e.g., dbt, Airflow).
• Experience using Cursor or other GenAI-assisted IDEs for coding and analysis productivity.
• Understanding of advanced topics like causal inference or other advanced statistical methods, especially for measuring marketing and servicing impact.

Responsibilities

• Focus on our “Customer 360” platform and marketing impact analysis, building a unified view of customers and brokers across marketing, sales, and servicing touchpoints.
• Lead and execute cross-functional analytics projects using advanced SQL and data modeling to uncover actionable business insights and identify optimization opportunities across the GTM and servicing funnels.
• Develop clear, data-driven recommendations to improve operational efficiency, drive revenue and retention, influence product and marketing leadership, and support company objectives (including OKR tracking).
• Analyze and map the end-to-end customer and broker journey (from first touch through renewal/expansion) to understand and measure key touchpoints, helping identify gaps and propose data-informed solutions.
• Design and deliver robust data models, reporting solutions, automated dashboards, and performance metrics that support GTM strategy, customer success, and lifecycle marketing decisions.
• Integrate, clean, and synthesize data from multiple sources (marketing platforms, CRM, product usage, servicing systems, billing, external data) to build comprehensive narratives and actionable business stories.
• Serve as an SQL subject matter expert, mentoring junior team members and promoting best practices in query design, data modeling, and documentation.
• Contribute to a culture of data excellence by exemplifying quality, empathy for stakeholders, and continuous improvement in all analytics processes.

Benefits

• 100% medical, dental and vision coverage
• Flexible PTO policy
• Annual home office stipend and WeWork access
• Mental & physical health wellness programs (One Medical, Headspace, Wellhub, and more)!
• Competitive compensation and opportunity for advancement

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level