Business Data Analyst

Quick Facts

• Role: Strategic analytics and data partner across digital acquisition, service operations, and AI-driven lifecycle engagement

Description

You will act as a strategic analytics and data partner across digital acquisition, service operations, and AI-driven lifecycle engagement to build a unified, real-time, customer- and partner-centered view of the consumer journey. You will analyze end-to-end customer journeys across digital interactions and call center touchpoints, partnering with Product, Marketing, Engineering, and Data to build a 360-degree identity-resolved view, and translate complex data into insights for conversion, customer experience, and retention.

Responsibilities

• Design and deliver a single, trusted consumer data layer for multi-view performance reporting (growth, lifecycle, service, operations), segmentation/eligibility logic, and targeted audience activation across AI, SMS, email, and outbound channels
• Support the design and instrumentation of near-real-time two-way data connections between bolt, marketing platforms, and AI-driven outbound tools
• Support consent, eligibility, and regulatory considerations within segmentation logic
• Support identity resolution across touchpoints to tie actions back to a unique user across devices, channels, and systems
• Define key funnel metrics, audiences, and lifecycle signals with stakeholders
• Champion data quality, governance, and consistency across systems
• Analyze digital funnel and inbound user behavior to understand where AI (e.g., enhanced IVR, automation, decisioning) is improving efficiency and experience
• Build dashboards, reports, and performance metrics to track key business outcomes
• Enable near real-time closed-loop learning where operational events trigger personalized actions and engagement outcomes inform future decisions
• Collaborate with cross-functional teams to deliver initiatives across the product lifecycle

Requirements

• 3–6+ years of experience as a Business Analyst, Product Analyst, or similar role in a SaaS, fintech, or insurtech environment
• Strong experience with data analysis tools (e.g., SQL, Excel, Power BI, Databricks)
• Experience writing business requirements, user stories, and functional documentation
• Familiarity with product development methodologies (Agile, Scrum)
• Experience working with digital funnel and journey analytics, platform or event-based data models, and cross-system integrations (APIs, martech, outbound tooling)
• Experience working with APIs, integrations, or platform-based products
• Strong problem-solving skills and attention to detail
• Bachelor’s degree in Computer Science, Economics, Data Analytics, Statistics, or related field

Benefits

Not specified in the provided text.