Revenue Operations Analyst
Posted on 3/1/2023
INACTIVE
Online platform simplifying small business insurance
Company Overview
Pie Insurance is a leading company in the small business insurance sector, leveraging seasoned expertise in technology and insurance to offer cost-effective, simplified, and transparent solutions. Their competitive edge lies in their efficient online platform, which allows business owners to receive a quote within just 3 minutes, significantly reducing time and effort. This customer-centric approach, combined with their commitment to transparency, positions Pie Insurance as a strong industry leader.
Financial Services
Data & Analytics
Company Stage
Series D
Total Funding
$621M
Founded
2017
Headquarters
Washington, District of Columbia
Growth & Insights
Headcount
6 month growth
↓ -1%1 year growth
↓ -6%2 year growth
↑ 26%Locations
United States
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Power BI
Sales
Communications
SQL
Tableau
Salesforce
Looker
Data Analysis
Excel/Numbers/Sheets
Requirements
- 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
Responsibilities
- 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