Sr. Data and Reporting Analyst, Customer Operations

The Senior Data and Reporting Analyst is a strategic, cross-functional analytics leader. This individual will own the design, development, and governance of reporting, dashboards, and data insights that guide executive decision-making. 

 They will serve as a key advisor to leadership—analyzing customer, financial, and operational data to uncover trends, optimize strategies, and ensure the department’s actions align with overall business goals. 

This role is ideal for someone who combines technical analytics expertise with strategic business acumen and thrives on improving data-driven decision-making across the organization. 

 Key Responsibilities 

• Lead the design, development, and automation of dashboards and reporting tools to track customer health, retention, adoption, satisfaction, and operational performance. 

• Own and manage periodic reporting of all key performance indicators (KPIs) and financial metrics, providing clear, actionable insights to management on business performance and strategic direction. 

• Analyze and interpret complex operational data, including revenue, expenses, and profitability, to identify trends, risks, and opportunities for growth or optimization. 

• Evaluate the effectiveness of financial and operational strategies and recommend data-driven improvements. 

• Develop advanced analytical models and forecasts to predict churn, expansion, and customer lifetime value (CLV). 

• Collaborate with IT/IS and data engineering teams to enhance data management systems, optimize infrastructure, and ensure data integrity, accuracy, and accessibility. 

• Champion best practices for data governance, reporting automation, and visualization standards. 

• Act as a strategic liaison between Customers For Life, Finance, and GTM teams to align data insights with organizational objectives. 

• Present findings and recommendations to executive leadership with clarity, precision, and business impact. 

Qualifications 

Required: 

• Bachelor's degree in data Analytics, Statistics, Business, Finance, or related field. 

• 5+ years of progressive experience in analytics, business intelligence, or data reporting—ideally in SaaS, industrial technology, or related environments. 

• Advanced proficiency in SQL, Excel, Salesforce.com, Netsuite, and data visualization tools (Quicksight, Power BI, Tableau, or equivalent). 

• Strong experience analyzing and reporting on both operational and financial metrics. 

• Demonstrated ability to lead complex analyses and translate data into clear strategic recommendations. 

• Excellent stakeholder management skills, with experience partnering across business, finance, and technology teams. 

• Proven track record of automating and improving analytics and reporting processes. 

Preferred: 

• Understanding customer lifecycle and retention metrics such as NRR, churn, adoption, and NPS. 

• Strong presentation and storytelling skills; ability to communicate data insights to senior leadership. 

What You’ll Love About This Role 

• You’ll be a strategic data leader shaping the direction of the organization. 

• You’ll blend financial, operational, and customer analytics to drive a measurable impact on growth and retention. 

• You’ll have the autonomy to improve reporting infrastructure, data integrity, and performance visibility across the business. 

• You’ll collaborate with passionate, mission-driven teams who value data-driven excellence. 

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