[Remote] Senior Data Analyst – B2B Analytics

Note: The job is a remote job and is open to candidates in USA. Taxwell is a leading digital tax filing platform formed from the combination of Drake Software and TaxAct. They are seeking a Senior Data Analyst who will serve as a strategic partner to Marketing, Sales, and Product leaders, focusing on insight generation and decision support through deep analytical work and SQL. Responsibilities • Lead in-depth, exploratory analyses across customer behavior, funnel performance, retention, and revenue growth to identify drivers and opportunities • Partner closely with Marketing, Sales, and Product leaders to frame ambiguous business questions and convert them into structured analytical approaches • Write and maintain complex SQL queries to investigate trends, validate hypotheses, and uncover insights across large, multi-source datasets • Design Tableau dashboards with an emphasis on narrative clarity and decision support, tailored to senior and executive audiences • Synthesize analytical findings into clear recommendations, including implications, tradeoffs, and next steps • Analyze lead flow, conversion dynamics, and customer engagement across the full customer lifecycle • Present insights and recommendations to senior and executive stakeholders, influencing strategy and execution Skills • 6+ years of experience as a data analyst supporting business decision-making in a B2B software or SaaS environment • Advanced SQL skills with experience performing exploratory, ad-hoc analysis beyond standard reporting queries • Strong Tableau experience focused on storytelling, prioritization, and executive-facing insights • Demonstrated ability to translate ambiguous business questions into actionable analysis and recommendations • Proven impact influencing marketing, sales, or product decisions through data-driven insights • Experience working with CRM, marketing, and web data sources (e.g., Salesforce, HubSpot, Marketo, Google Analytics) • Excellent communication skills with a track record of advising senior stakeholders using data • Highly independent and organized, able to own work end-to-end from intake through insight delivery Company Overview • Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. It is a sub-organization of Cinven. It was founded in 1977, and is headquartered in Franklin, North Carolina, USA, with a workforce of 501-1000 employees. Its website is Apply tot his job