Description:
We are hiring a Senior BI Data Analyst to join Purpose Unlimited’s Data Governance and Citizen Development team. Reporting to the Business Operations Director, Data Operations, you will work directly with key stakeholders Purpose Unlimited. This is an exciting opportunity to contribute to one of Canada’s leading growth-focused fintech organizations. In this role, you will have a chance to turn raw data into powerful insights—develop metrics that drive strategic decisions, and shape the future of our business.
Responsibilities:
- Be a data advocate, leveraging internal and external sources to inform impactful, customer-centric decisions in the market.
- Steward the customer insight lifecycle, offering a proactive perspective with data to foster positive outcomes for clients and empower Purpose customer-facing teams.
- Analyze and interpret sales data from Salesforce to generate actionable insights.
- Develop and maintain dashboards and reports to monitor key performance indicators (KPIs) and sales metrics.
- Collaborate with sales and marketing teams to understand data needs and create data-informed solutions.
- Identify trends, patterns, and opportunities for growth within sales data.
- Support the development and implementation of data-guided decision-making processes.
- Ensure data accuracy and integrity by conducting regular audits and validations.
- Apply advanced analytical techniques and tools to address complex business challenges.
- Communicate findings and recommendations to stakeholders clearly and engagingly.
Qualifications:
- Bachelor's degree in Data Science, Statistics, Computer Science, or a related field.
- Proven experience as a Data Analyst, preferably in a sales or marketing environment.
- Wealth / Asset management data experience is a valuable asset for the successful candidate.
- Proficiency in Salesforce and experience with Salesforce reporting and analytics.
- Strong technical skills, including proficiency in SQL, Excel, and data visualization tools (e.g., Tableau, Power BI).
- Experience with data warehousing and ETL processes is a plus.
- Excellent analytical and creative problem-solving skills.
- Strong communication and storytelling abilities.
- Ability to collaborate effectively and contribute to a team-oriented environment.
- Detail-focused with a dedication to data integrity.
- Outstanding ability to leverage data to cultivate consumer insights and shape internal decisions.