Revenue Operations Analyst
Posted on 3/1/2023
Pie Insurance

201-500 employees

Small business insurance platform
Company Overview
Pie's mission is to empower small businesses to thrive by making commercial insurance affordable and as easy as pie. The company leverages technology to transform how small businesses buy and experience commercial insurance.
United States
Experience Level
Desired Skills
Data Analysis
Power BI
Operations & Logistics
  • A High School Diploma or GED is required. College coursework, Bachelor's Degree, or a Graduate's Degree in Business or related field is preferred
  • 5+ years of related professional experience working within Analytics is required
  • 1+ years of experience in the insurance or similar industry is highly preferred
  • 3+ years of experience working with CRM applications is required
  • Exceptional analytical skills and natural curiosity for how data impacts our sales and business development efforts
  • Advanced data presentation skills, including building out reports and dashboards
  • Prefers to base decisions on data and ROI
  • Comfortable with ambiguity and can navigate complexity; able to direct work and provide analysis even when limited information or inputs are available
  • Demonstrated ability to multitask and meet strict deadlines in a fast-paced environment
  • Consistent experience juggling multiple deliverables simultaneously
  • The ability to work well under pressure and problem solve
  • Self-driven work style and consistent exercise of independent judgment in matters of significance
  • Advanced Microsoft Office and Google Suite skills with the ability to quickly learn new systems and technology
  • Strong communication (written and verbal) and organizational skills while maintaining a strong attention to detail
  • Insights and Analysis
  • Ability to run full analysis, review data points, illustrate reporting with presentations, charts, graphs and illustration data points
  • Ability to drive insights and translate to business value
  • Build, maintain & enhance dashboards to provide the business with self-service, actionable insights
  • Define and drive processes for maintaining data quality metrics
  • Influence, advise, and govern the execution and tracking to the annual sales plan, using data to drive decisions that improve strategy and success
  • Evaluate internal and external commission plans and processes to help initiate changes to increase efficiency
  • Technical Expertise
  • Deep knowledge in Salesforce and overall CRM Applications
  • Report and dashboard development in BI tools such as Looker, Tableau, and PowerBI
  • Expert Microsoft Excel skills (ex. nested statements, pivots, V-lookups, template creation, ease of refresh, etc)
  • Understanding and knowledge of read-only SQL query building
  • Stakeholder Management and Communication
  • Act as a trusted business partner for key stakeholders
  • Ability to effectively communicate with both business and technical teams
  • Ability to multi-task and strong organization skills
  • Ability to take a report or dashboard and develop a program, or recurring rhythm to create constant focus to the metrics and trending that matter (Example: Territory and Pipeline Reviews)
  • Ability to build strong relationships with key stakeholders in the organization and act as a trusted advisor
  • Ability to influence strategic thought through data driven insights
  • (
  • Territories excluded), and have access to reliable, high-speed internet