Senior Data Analyst

Role Overview

Coalition is hiring a Senior Data Analyst to lead analytics for its GTM (go-to-market) and servicing motions, with a primary focus on building a unified “Customer 360” view. You will connect data across marketing, sales, product, and servicing to understand how brokers and customers move through their lifecycle and where the business can improve acquisition, onboarding, support, and retention.

Responsibilities

• Build and advance the Customer 360 platform to create a unified view of customers and brokers across marketing, sales, and servicing touchpoints.
• Lead cross-functional analytics projects to uncover actionable insights and identify optimization opportunities across GTM and servicing funnels.
• Create clear, data-driven recommendations to improve operational efficiency, drive revenue and retention, and support OKR tracking.
• Map and analyze the end-to-end customer and broker journey (from first touch through renewal/expansion) to measure key touchpoints and identify gaps.
• Design and deliver data models, reporting, automated dashboards, and performance metrics for GTM strategy, customer success, and lifecycle marketing.
• Integrate, clean, and synthesize data from multiple sources, including marketing platforms, CRM, product usage, servicing systems, billing, and external data.
• Serve as an SQL subject matter expert, mentoring junior team members on best practices for query design, data modeling, and documentation.
• Champion a culture of data excellence through quality, stakeholder empathy, and continuous improvement.

Requirements

• 5+ years of professional experience in data analysis/business analytics (or related).
• SQL expertise including complex query design, data modeling, performance optimization, and strong code documentation.
• Bachelor’s degree in a relevant field (Statistics, Economics, Mathematics, Computer Science) or equivalent practical experience.
• 4+ years of domain experience in the insurance industry, ideally distribution, marketing, partnerships, or customer servicing.
• Analytical/statistical techniques including hypothesis testing, experiment design, and data interpretation.
• Experience with BI/visualization tools such as Looker and/or Tableau, including leadership-facing dashboards.
• Strong communication skills to present findings to non-technical audiences.
• Ability to collaborate effectively across cross-functional teams (Product, Marketing, Sales, Customer Success, Ops).

Nice to Have / Additional Skills

• Programming experience with Python or R (or similar) for analytical workflows and reproducible analysis.