Analyst supporting Organic Growth Leadership Team through data analysis and insights. Developing strategies that align with the firm’s long-term vision in a hybrid work environment.
Responsibilities
Leverage client and prospect data to uncover insights that inform growth strategies and strengthen client relationships.
Build and maintain reporting dashboards, performance metrics, and visualizations that bring clarity and focus to key initiatives.
Evaluate the performance of strategic programs, translating findings into clear, actionable recommendations.
Partner across departments — from business development to client experience — ensuring growth initiatives are aligned, data-driven, and effectively executed.
Requirements
Bachelor’s degree from an accredited college or university.
1–3 years of relevant professional experience in analytics, business strategy, or a related field.
Hands-on experience creating and managing reports within Salesforce.
Familiarity with data and BI tools such as Tableau, Power BI, or Alteryx.
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