Sr. Investment Data Analyst responsible for financial insights and automating database architecture for Globe Life’s diverse investment portfolio. Supporting a multi - asset portfolio to modernize analytical and reporting capabilities.
About the role
- Senior Data Analyst focused on delivering data-driven insights for Revenue Operations. Collaborating with leadership to optimize Customer Success and go-to-market strategies.
Responsibilities
- Partner with SVP of Customer Success, RevOps, and Finance to design and deliver strategic analytics and reporting frameworks that support board-level and SLT visibility.
- Integrate and transform complex data sets from CRM, BI, and operational systems into consistent and trusted data models.
- Lead the effort to identify and address data gaps, optimizing data architecture and field mappings to improve reporting quality.
- Surface trends, risks, and growth opportunities by analyzing large, often incomplete datasets; conduct scenario modeling to inform go-to-market strategies.
- Deliver insights that enable leadership to make faster, evidence-based decisions on forecasting, pipeline health, resource allocation, and productivity levers.
- Champion best practices in reporting and visualization using Tableau, advanced Excel, and other BI tools, ensuring insights are intuitive and actionable for business users.
- Act as a trusted advisor to RevOps leadership, presenting insights with clarity and influencing strategic initiatives across Sales, Marketing, and Customer Success.
- Provide ad hoc analysis in response to evolving business priorities, often under tight deadlines.
Requirements
- 5+ years of experience in Revenue Operations, Finance, Business Analytics, or a related field supporting go-to-market organizations.
- Proven ability to influence strategic decision-making by connecting data-driven insights to business outcomes.
- Advanced analytical and problem-solving skills with a demonstrated ability to extract insights from imperfect data and communicate recommendations effectively.
- Strong understanding of SaaS GTM motions and metrics, including gross and net revenue retention, customer health metrics, and renewal reporting.
- Exceptional communication and storytelling skills, with the ability to translate complex analyses into concise, executive-ready narratives.
- Hands-on experience with CRM platforms (Salesforce.com, Gainsight) and integrating them with data visualization tools.
- Demonstrated ability to manage multiple priorities in a fast-paced environment while maintaining accuracy and attention to detail.
- A proactive, curious mindset—always looking for opportunities to improve how the business leverages data to drive growth.
Benefits
- Competitive salary
- Stock options
- Health benefits
- Unlimited PTO
- Parental leave
- Tuition reimbursements
Job title
Job type
Experience level
Salary
Degree requirement
No Education Requirement
Tech skills
Location requirements
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