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Principal Insights Analyst

Principal Insights Analyst

1 Month ago • All levels • Data Analyst

About the job

8 skills required for this role

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domo

tableau

power-bi

business-intelligence

salesforce

excel

communication

saas-business-models

Job Description

Principal Insights Analyst required to analyze risk and churn for a SaaS company. Build dashboards, generate reports, and recommend actions. Experience with Salesforce CRM, BI tools (Power BI, Tableau, Domo), and stakeholder communication is essential.

Must have:

Salesforce CRM
BI Tools
Stakeholder Management
Data Analysis

Good to have:

AI/Automation
Rev Ops
Finance
Data Hygiene

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The Principal Insights Analyst is responsible for the regular insights around risk and churn in the business. This individual will be responsible for building and maintaining dashboards that serve as leading indicators of success for our CX leaders, across Gainsight and SFDC. They will improve the self-serve capabilities and reduce time delivering reports, providing more time for insights and action.

Essential Duties and Responsibilities

Aggregating data across various sources to present visually appealing dashboards that support our CX leaders in improving goals for retention and upsell.
Delivers the monthly churn and risk reports, adding insightful recommendations for the leaders to take action with their teams.
Supporting leaders with ad hoc requests for analysis to support their business cases and presentations.
Engaging closely with QA on data where needed and looking for ways to incorporate AI/Automation to reduce manual work in this area.
Aligning with Rev Ops and Finance to ensure we are all maintaining the same data hygiene and logic.

Minimum Required Qualifications

Bachelor’s degree. Experience in an analytics role at a large SaaS business will be considered in lieu of degree.
Experience working with Salesforce CRM
Demonstrated Experience working with business intelligence tools including Power BI, Tableau and Domo
Experienced in stakeholder management and stakeholder communications.
Able to articulate complex concepts in a clear and concise manner.
Experience working in a highly collaborative, dynamic, and team-oriented work environment.
High level of general technical understanding.
Excellent communication and interpersonal skills, including ability to build and maintain positive working relationships with team members, internal customers, high-level staff and external vendors.
Proficient in MS Office (primarily Excel)

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