• Validate database schemas and data models supporting PolicyCenter reporting and downstream systems • Perform source-to-target mapping validation to ensure accurate data transformations and business logic • Validate ETL/SSIS processes for data accuracy, completeness, and timeliness • Work extensively with PolicyCenter data structures, such as Account, Policy, and PolicyPeriod • Write and optimize complex SQL queries and support developers and analysts with query logic • Develop and execute data quality checks and reconcile data across systems

• Aggregate data from multiple sources • Cleanse and normalize datasets to ensure consistency across platforms • Analyze performance metrics to identify trends • Develop dashboards that visualize KPIs related to human performance • Translate technical findings into actionable insights for non-technical stakeholders

Role Description Fundamentally, the Senior Data Analyst is about helping us figure things out: how our users use our product, the impact of new features, how we’re performing, and more. This role is for someone who can start with a question, dig in to figure out how to answer it, explore and understand data in a self-directed way, generate meaningful insight, and share that insight with others in a clear and compelling way. We need someone who approaches a question with curiosity and gusto, who, if they don’t know something, is driven to work on it and figure it out. We need someone who can explore and experiment. We need someone who can communicate well, who asks good questions, who can figure out how to visualize data in a way that conveys the important insight clearly. What You’ll Be Working On: - Data Exploration & Insight Generation: Autonomously investigate complex datasets to identify trends, user behaviors, and the performance impact of new product features. - Strategic Problem Solving: Transform high-level business questions into actionable research plans, utilizing a self-directed approach to uncover meaningful answers. - Data Visualization & Storytelling: Design and develop clear, compelling visual representations of data that translate technical findings into easily digestible insights for diverse stakeholders. - Product Performance Analysis: Monitor and evaluate how users interact with the product to provide data-backed recommendations for continuous improvement and innovation. - Cross-Functional Communication: Act as a bridge between raw data and decision-makers by asking probing questions and presenting findings with clarity and gusto. Qualifications - You have 5+ years of data analysis/business intelligence experience. - You have experience partnering cross-functionally, e.g., with product, engineering, and operations. - You have a demonstrated track record of influencing business decisions through data. Requirements - Technical Skills: - You have advanced SQL expertise. You understand window functions, CTEs, and complex data transformations. - You can tinker with Python or a comparable language. - You have strong proficiency with a popular BI application such as Tableau, PowerBI, Quicksight, or anything comparable. - You have strong data modeling fundamentals and experience building scalable, reusable datasets. - You impress people with your spreadsheet skills. XLOOKUPs are second-nature for you, as are pivot tables. - Analytical Leadership: - You can independently scope and lead complex analytical projects from start to finish. - You have strong statistical intuition and comfort evaluating experiments. - You have experience mentoring junior analysts or setting best practices for analysis and reporting. - You have a strong commitment to data quality, rigor, and reproducibility. - Growth Mindset: - You are deeply curious and learn rapidly and eagerly. - You are comfortable in ambiguity and are able to bring structure where none exists. - You have high standards for accuracy, clarity, and impact. - You have a strong ownership mentality. You don’t just complete tasks; you drive outcomes. - Excellent Communication: - You listen well and seek to understand before reacting. - You are articulate and concise in speech and writing. - You effectively communicate insights. You can explain complex topics in simple language and visuals. Benefits - The expected salary range for this role is $120,000 - $150,000 USD per year for full time team members.

Role Description OneStream is seeking a Data Specialist, Marketing Operations dedicated to contributing to the efficiency, accuracy, and productivity of the Data Team by supporting key aspects of data quality and governance processes. This role entails applying strong attention to detail and independent judgment to manage high-volume data workflows and support cross-functional initiatives across the Revenue Operations organization. The ideal candidate will be solution-oriented, highly organized, and comfortable working across various systems and data sources. This role requires a strong understanding of data governance principles and a continuous improvement mindset to enhance the integrity and usability of business data. This position reports to the Data Team Manager and collaborates closely with Marketing Operations to act as a bridge between the Data team and marketing-related processes. The Data Specialist provides essential support focused on data accuracy, integrity, quality assurance, data management, and consistent governance practices. Primary Duties and Responsibilities - Own and manage data governance and quality assurance to ensure business-critical data is complete, accurate, and consistent across systems including HubSpot, Salesforce, and database prospecting platforms. - Exercise independent judgment in identifying, prioritizing, and resolving data issues that impact reporting, forecasting, and operational decisions. - Develop and implement internal data policies, documentation, and training materials to standardize practices across teams. - Collaborate with individuals across the CRO org, as well as Marketing, inclusive of Executive leadership, advising on appropriate actions or insights relative to business objectives. - Design and maintain dashboards and reporting tools that offer real-time visibility into data performance and governance metrics. - Manage cross-functional data initiatives, including data migration and system integration projects. - Proactively recommend and execute improvements to data processes, tools, and workflows. - Represent the Data team in regular planning meetings and stakeholder discussions. - Train and mentor on best practices for data hygiene, governance, and compliance. - Serve as an internal subject matter expert on data quality best practices. - Maintain the stability of the internal ticketing queue, making autonomous decisions on routing, escalation, and resolution where necessary. - Contribute to the overall consistency of cross-functional data usage, helping align data practices across Sales, Marketing, and Customer Success to support optimization efforts. - Conduct research across internal and external databases to verify and enrich contact, account, and territory information within Salesforce. - Perform hands-on execution of ongoing data clean-up activities, especially during large projects like system migrations or account restructuring. - Support and contribute to team-wide projects and all-hands initiatives throughout the year, including ad hoc requests. - Comfortably operate in a flexible, “multiple hats” environment, supporting a variety of data needs across Revenue Operations. Qualifications - 1+ years of experience in Sales/Marketing Operations, Business Systems, or Data Governance roles. - Demonstrated experience with Salesforce and/or HubSpot, with a strong understanding of CRM data models and workflows. - Proven ability to independently manage projects and make decisions that impact data strategy or business performance. Preferred Education and Experience - Bachelor’s degree in Business, Information Systems, Data Science, or a related field. - Experience working in a SaaS or high-growth tech environment. - Familiarity with data compliance standards (e.g., GDPR). - Strong written and verbal communication skills, with the ability to communicate with both technical and non-technical stakeholders. Knowledge, Skills, and Abilities - Strong problem-solving skills. - Able to exercise discretion and judgment in how data is managed and improved. - Exceptional organizational skills and attention to detail. - Excellent communication and interpersonal abilities. - Capable of working independently in a fast-paced environment. - Flexible, adaptable, and resourceful. Benefits - Vision, Medical, Life, Dental, 401K Travel Regular travel is not required for this position.