This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description At Trellis, our Consumer Operations team is the heartbeat of the business. It’s a team of licensed insurance agents helping real people, in real time, find coverage. Every call, text, and quote directly impacts revenue. Right now, the data powering those decisions lags behind reality. We're hiring a Data Analyst, Agency to change that. This role sits at the intersection of business reality and data truth. You'll transform messy operational data into clarity, then translate that clarity into decisions that improve agent efficiency, revenue, and overall business health. This is a fully remote position, based in the US or Canada, and will report directly into Keith Schreer, VP of Data. What You'll Do - Partner with Consumer Operations leadership to define the metrics we use to run the business - Investigate unexpected performance changes, uncover root causes, and recommend our response — not just surface symptoms - Build and maintain dashboards, alerts, and monitoring systems that surface issues before they become crises - Connect disparate data sources into a unified, trustworthy picture - Translate complex analysis into clear, actionable insights for non-technical leaders - Help shift the organization from reactive to proactive through better data Qualifications - 3–5 years of analytics experience in a fast-paced or startup environment - Strong, hands-on SQL skills and fluency with analytics tools like Looker, dbt, or Tableau - Proven track record of delivering insights that change how a business operates - Experience building proactive monitoring systems and investigating performance trends - Strong cross-functional communication — you can make data make sense for anyone Requirements - This isn't a "build a dashboard and move on" role. You're someone who: - Doesn't trust a number until you've interrogated it - Spots when something feels "off" before anyone else does - Follows the thread from metric → behavior → outcome - Thrives in fast-moving, ambiguous environments and turns chaos into clarity - Gets energy from being close to how a business actually runs — and from seeing your work directly shape revenue Benefits - A transparent, collaborative culture where ideas win, not titles - Big opportunities to take ownership and chart your growth - Competitive compensation (75th+ percentile) - Fully remote across the US & Canada - Quarterly virtual and/or in-person events that keep us connected - Flexible vacation (yes, actually flexible) - 100% employer-paid health insurance for employees - Home office budget to create your perfect setup - Wellness programming, because balance matters - 401(k) and HSA contributions, FSAs, bonuses & equity opportunities - Paid parental leave

• Develop & maintain a suite of reporting for Olo’s Go to Market & Finance Leadership teams, establishing new KPIs & leading indicators of success • Develop and maintain SQL queries to extract and analyze data from Snowflake, combining data from multiple systems • Create and manage interactive dashboards using Tableau and Looker to visualize key performance metrics and insights • Monitor data quality & work with stakeholder teams to build & maintain a culture of data hygiene • Assist in troubleshooting data-related issues and implementing solutions to improve data usability and accessibility • Stay current with industry trends and best practices in data analytics, business intelligence, & AI

• Lead the instruction of a “virtual classroom” within a training program. • Collaborate with Correlation One Operations personnel to perform class duties well and stay on schedule. • Prepare for upcoming lectures by coordinating with Correlation One curriculum, content, and operations staff • Track any edits/changes/suggestions to content that would help foster a more cohesive and positive learner experience.

• Contribute to the strategic development of the data function and its role within the company. • Actively support project acquisition and pre-sales activities, including: Shaping data-driven project proposals, Estimating scope, effort, and feasibility, Supporting pricing and delivery models. • Represent the company at industry events, conferences, and trade fairs. • Build and maintain relationships with commercial clients and partners. • Bring in own clients and business opportunities where possible and take care of the current clients. • Ensure smooth handover from sales to delivery and maintain senior oversight throughout project execution. • Act as disciplinary and functional lead for the Data Analytics team. • Build, mentor, and develop a high-performing team of data professionals. • Monitor ongoing data projects, ensuring quality, delivery timelines, and alignment with business objectives. • Establish best practices, standards, and methodologies across data science, analytics, and modeling work. • Actively contribute hands-on to projects, especially in complex or high-impact phases. • Design and review data science solutions, architectures, and analytical approaches. • Support teams in translating business problems into robust data models and insights. • Ensure data quality, scalability, and sustainability of solutions. • Collaborate closely with product, engineering, and operations teams. • Act as senior technical sparring partner for both internal stakeholders and clients.