Responsibilities

• Data Ownership
• Build and maintain canonical tables single, trusted tables for core concepts like leads, applicants, clients, loans, partners
• Define and enforce data contracts clear rules: field names/types, valid values, refresh times
• Track lineage document every metric/table and its design
• Build Python scripts via Jupyter/API to overcome Zoho Analytics limitations and push processed data back to Analytics
• Source new data opportunities beyond current ~12 sources; propose novel data capture methods
• Dashboards and Reporting
• Ship BI assets production-ready dashboards and scheduled reports that stakeholders actually use
• Provide self-serve looks safe, curated views so non-analysts can filter/pivot without SQL
• Design dashboards for department heads and interdepartmental executive audiences
• Ensure dashboards serve real decision-making needs with strong usability
• GTM Analytics
• Report on funnel and portfolio performance, based on marketing, operational, and customer data captured in CRM and across various platforms
• Build channel/campaign views for marketing efforts, industries, and various company pipelines, including their CAC, payback, LTV, and attribution
• Design lift studies test vs. control to estimate true incremental impact
• Support monthly market expansion with segment-specific dashboards and insights
• Run ticket queue with SLAs, project/task scoping, set ETAs, communicate changes
• Deliver weekly exec/GTM reports with clear recommendations and coverage across Marketing, Sales, Customer Ops, Risk/Compliance, Finance departments
• SQL, Python, and Pipelines
• Write and tune SQL; build Python scripts
• Connect and troubleshoot APIs including Zoho Analytics; set alerts and data quality tests; document runbooks
• Use dbt-style modeling and CI/CD: versioned SQL models, automatic tests on changes, and safe promotion to production
• Maintain automation inventory and progressively eliminate manual data workflows
• Data Quality & Validation Program
• Design and implement monthly audit methodology for CRM loan data including principal, markup, repayment schedules, default interest, discounts
• Coordinate with CRM Ops Engineer and QA Engineer on validation process and remediation workflow
• Build automated verification checks for core analytics tables nulls, negative values, outliers
• Run weekly automated checks and document results
• Monitor data anomalies in CRM-sourced tables and alert CRM Ops Engineer to integrity issues via established pipeline
• Own the error reporting and remediation workflow
• Strategic Growth & Automation
• Assess ad-hoc requests for recurring value
• Convert recurring insights into automated reporting dashboards or weekly digest
• Maintain automation inventory with improvement roadmap
• Present findings to stakeholders and institutionalize valuable recurring insights

Requirements

• Required Technical Skills: 3+ years in analytics/BI/analytics engineering with GTM-facing teams
• Advanced SQL CTEs, window functions, query optimization, performance tuning
• Strong Python for data tasks pandas, data processing, API connections
• Track record delivering production dashboards Zoho Analytics experience strongly preferred
• Marketing analytics expertise: funnel modeling, attribution, CAC/LTV analysis, campaign performance
• Hands-on with REST APIs and job orchestration scheduling/managing data pipeline execution order
• Experience building data validation and quality assurance programs