Senior Data Analyst

Established in 2021, Independence Pet Holdings is a corporate holding company that manages a diverse and broad portfolio of modern pet health brands and services, including insurance, pet education, lost recovery services, and more throughout North America.

We believe pet insurance is more than a financial product and build solutions to simplify the pet parenting journey and help improve the well-being of pets. As a leading authority in the pet category, we operate with a full stack of resources, capital, and services to support pet parents. Our multi-brand and omni-channel approach include our own insurance carrier, insurance brands and partner brands. 

• →Gather reporting requirements and translate business questions into dashboards, reports, datasets, queries, metrics, and analytical models.
• →Build, maintain, and improve dashboards and recurring reports using Power BI, Tableau, Excel, Zoho Analytics, or similar platforms.
• →Create reusable datasets, SQL queries, and data models that improve consistency and reduce manual reporting.
• →Establish and document KPI definitions, calculation logic, reporting assumptions, and data sources.
• →Design reporting assets that are accurate, intuitive, scalable, and appropriate for both operational and executive audiences.
• →Partner with Sales, Customer Success, Marketing, Product, Finance, and leadership to define analytical needs and improve decision-making.
• →Balance recurring reporting responsibilities with ad hoc analysis and strategic initiatives.
• →Evaluate lead management performance, including lead sources, routing, follow-up activity, aging, conversion, and pipeline leakage.
• →Monitor sales activity, account performance, customer engagement, revenue trends, renewals, expansion, and churn.
• →Analyze Sales performance drivers, growth trends, and areas of underperformance across accounts, customer segments, cohorts, channels, and external partners.
• →Build and maintain customer health scoring methodologies, including risk signals, adoption indicators, monitoring engagement behavior, and recommended calls to action.
• →Analyze the customer lifecycle across acquisition, activation, engagement, adoption, retention, renewal, expansion, and churn.
• →Analyze user activity and product engagement to support Product decisions, Customer Success planning, and customer or partner reporting.
• →Develop customer performance scorecards for account reviews, renewal planning, and internal and external QBRs.
• →Analyze marketing campaign performance, including reach, engagement, lead quality, conversion, cohort performance, attribution, and downstream pipeline impact.
• →Prepare executive-ready summaries, presentations, scorecards, and reporting packages for leadership meetings, QBRs, partner reviews, and planning sessions.
• →Proactively identify gaps in data quality, reporting visibility, customer segmentation, and metric definitions.
• →Drive adoption of dashboards, KPIs, scorecards, and reporting processes through documentation, training, and stakeholder engagement

• Bachelor’s degree or higher in analytics, business, economics, statistics, finance, information systems, marketing, or a related discipline, or equivalent professional experience.
• A strong record of success in sales analytics, revenue analytics, business intelligence, customer analytics, marketing analytics, or a related analytical role.
• 5+ years of relevant experience is preferred; with demonstrated industry knowledge, analytical ability, initiative, and business impact.
• Strong SQL and Python skills.
• Experience building business dashboards and reporting solutions in Power BI or Tableau.
• Experience with Zoho Analytics or another CRM-connected analytics platform.
• Experience analyzing CRM data, sales pipelines, funnels, customer activity, and commercial performance.
• Strong understanding of forecasting, segmentation, conversion, retention, renewal, churn, and customer lifecycle metrics.
• Ability to gather business requirements and translate them into clear analytical deliverables.
• Excellent written and verbal communication skills, including experience presenting findings to senior leaders and non-technical audiences.
• High attention to detail and a strong commitment to data accuracy, consistency, documentation, and reporting quality.

• Relevant experience in animal health, veterinary services, pet insurance, insurance, SaaS, fintech, health technology, or similar environment highly desired.
• Intellectually curious, resourceful, and motivated to understand how the business works.
• Takes initiative, identify needs early, and move work forward without waiting for detailed instructions.
• Comfortable operating in an evolving, high-growth environment.
• Can move easily between hands-on analysis, stakeholder conversations, and executive-level communication.
• Able to manage deliverables while continuing to improve the underlying processes.
• Able to build trust by producing accurate work, communicating clearly, and following through on commitments.