Lead Analyst, Reporting and Insights

About the role

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Lead Analyst, Reporting and Insights based in the United States. This is a remote, full-time opportunity focused on turning complex operational data into clear, actionable business insights.

Responsibilities

• Build efficient, scalable reporting tools and dashboards that reduce manual reporting and establish consistent performance metrics across the organization.
• Design and maintain intuitive Tableau dashboards and visualizations using data from sources such as SQL databases, APIs, AWS, Salesforce, data warehouses, and vendor platforms.
• Analyze large operational datasets, identify data quality or structural issues, and ensure information is reliable before it is used for decision-making.
• Investigate performance gaps and root causes, including call drivers, volume changes, resolution inefficiencies, and other operational trends, then translate findings into actionable recommendations.
• Develop forward-looking insights that help leaders anticipate emerging risks, identify opportunities, and improve customer experience, operational efficiency, and team performance.
• Prepare the insight layer for business reviews with senior leadership, highlighting key trends, risks, tradeoffs, and recommended actions.
• Present findings and recommendations clearly to technical and non-technical audiences, including Director- and VP-level stakeholders.
• Act as a trusted analytical resource for reporting and insight requests, proactively identifying opportunities to use data to influence priorities.
• Partner with Technology, Operations, and Program teams to improve data quality, accessibility, reporting processes, and analytical capabilities.
• Stay current with reporting technologies and emerging AI-driven tools, experimenting with new solutions that can improve analytics and operational decision-making.

Requirements

• Bachelor’s degree and at least 3 years of professional experience working with analytics and reporting technologies such as Tableau, AWS, Python, SQL, and Salesforce.
• Strong hands-on Tableau expertise, including dashboard design, calculated fields, visualizations, and integration with backend data sources such as SQL databases, APIs, and data warehouses.
• Advanced Excel capabilities, including complex formulas, pivot tables, and data analysis, combined with strong data visualization skills.
• Demonstrated experience working with large, complex datasets and translating quantitative analysis into clear, practical business recommendations.
• Strong analytical, critical-thinking, problem-solving, planning, and organizational abilities, with a focus on identifying root causes rather than simply reporting results.
• Excellent written and verbal communication skills, with the ability to explain complex information to senior leaders and non-technical stakeholders.
• Strong prioritization and project-management skills, including the ability to reorganize workflows effectively as urgent or emerging requests arise.
• Comfortable operating in ambiguous or undefined situations, with the ability to create structure, establish direction, and move initiatives forward independently.
• Hands-on, execution-oriented mindset with a strong focus on measurable impact and continuous improvement.
• Collaborative and consultative approach, with the ability to build trust and work effectively across Technology, Operations, and Program teams.
• Curiosity about emerging technologies and willingness to experiment with and independently adopt new digital and AI-enabled tools.
• Experience with call center or customer engagement operations is preferred.
• Relevant Tableau, data analytics, or Salesforce certifications are preferred.

Benefits

• Remote-first work environment, with hybrid flexibility available for employees located near designated offices.
• Full-time employment with opportunities to work on high-impact, mission-driven initiatives.
• Hiring salary range of $68,000–$105,000, with actual compensation determined by location, experience, qualifications, and market considerations.
• Annual bonus opportunities and potential merit-based salary increases and promotions.
• Comprehensive benefits designed to support employees' professional and personal well-being.
• Opportunities for professional development, learning, mentorship, and career growth.
• A collaborative and inclusive workplace focused on continuous improvement, innovation, and shared success.
• Meaningful work supporting improved customer experiences and outcomes across major educational programs and services.
• Ongoing business travel opportunities for in-person collaboration and organizational events.