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TAXWELL

via Workday

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Senior BI Analyst

Anywhere
full-time
Posted 6/23/2025
Direct Apply
Key Skills:
Tableau
SQL
Data Analysis
Data Visualization
Dashboard Development
Marketing Analytics
Sales Analytics
Google Analytics
CRM Systems

Compensation

Salary Range

$85K - 110K a year

Responsibilities

Analyze marketing, sales, and product data to provide actionable insights and develop dashboards to support marketing decisions.

Requirements

Strong experience in marketing and sales analytics with expertise in Tableau, SQL, Google Analytics, CRM systems, and ability to manage projects and present insights.

Full Description

Taxwell helps everyday Americans get every tax advantage they deserve by finding credits and deductions they never even knew existed. Our tax preparation software offers easy guidance and ensures your maximum tax refund. We strive to build a team of like-minded experts in both tax and technology who align with our brand purpose, are advocates for our customers and have a fresh, non-traditional approach to the tax industry. Taxwell is a leading digital tax filing platform formed in 2022 from the combination of Drake Software® and TaxAct®. These two longstanding organizations offer customers professional and do-it-yourself digital and downloadable products that are easy-to-use, best-in-class technology, and provide unparalleled customer support. Taxwell brands are a trusted solution for all users including those with complex tax returns. We strive to attract and retain candidates who exemplify our values: performance, perseverance, progress and partnership. Taxwell is an organization of forward thinkers looking to add industry experts to our growing team. We are currently seeking a skilled Senior Data Analyst to elevate data-driven decision-making across the marketing organization. In this role, you will report directly to the Senior Manager of Analytics, assuming responsibility for analyzing the impact of our analytics initiatives. Leveraging your expertise, you will play a crucial role in supplying our marketing team with valuable insights to bolster informed decision-making. Essential Duties + Responsibilities Conduct in-depth analysis of marketing, sales, and product data to derive actionable insights. Partner with marketing stakeholders to forecast MQLs, prospects, leads status and report progress against those benchmarks. Ability to navigate multiple business lines and draw holistic insights from the tax business. Analyze large data sets of structured, semi-structured, unstructured data to discover data insights and collaborate with business partners to deliver business value. Advanced data visualization (Tableau) and dashboarding skills to support business decisions, provide recommendations and evaluate business performance. Prepare and effectively present your findings to business stakeholders, including executive management in a concise fashion. Support ad hoc business studies/reporting; inform segmentation, territory management and initiative reporting. Education + Requirements Strong experience in marketing, sales, and/or revenue analytics, with B2B focus. Demonstrated ability to translate complex data into actionable insights. Expertise in Tableau, including dashboard development, data source blending, and performance optimization. Ability to manage projects from inception to completion, coordinating across teams and delivering on time. Ability to read, write, and understand complex SQL queries for both ad-hoc and dashboard use. Experience with and understanding Google Analytics and CRM systems. Ability to deliver insights with creativity and pragmatism, ensuring a clear understanding of the "so what?" implications. A doer, who won't hesitate to roll up its sleeves. Independent thinker with confidence to challenge conventional approaches. Proactive mindset with a hands-on and can-do attitude. At Taxwell, we believe our work benefits from the diverse perspectives of our employees. As such, Taxwell welcomes and celebrates diversity and inclusion and is committed to equal opportunity employment. At Taxwell, you can expect a supportive, open, and inclusive atmosphere and a team that values your contributions. Taxwell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants without regard to race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, veteran status, and any other status protected under applicable law. Taxwell considers information gathered in the hiring process, including information on this application, confidential, and only shares it on a need-to-know basis or as required by law. If you need assistance or accommodation due to a disability, you may contact us at HR@Taxwell.com or by calling 828-349-5703 extension 6049 to speak with a member of the HR Talent Acquisition team. Taxwell is the leading digital tax filing platform formed from the combination of Drake Software® and TaxAct®. These two longstanding organizations offer customers do-it-yourself digital and downloadable products that are easy-to-use, best-in-class technology, and provide unparalleled customer support. Taxwell brands are the trusted solution to make taxes easy for the most complex users. TaxAct offers income tax preparation software directly to consumers and tax professionals. The process of filing taxes is highly personal and can be extremely complex. At TaxAct we aim to help every customer accurately file their taxes while simultaneously identifying opportunities to improve their financial situation. Since 2000, TaxAct has helped file over 90 million returns through TaxAct consumer and professional software. We believe that everyone should be empowered to do their own taxes, have the proper resources to claim the money they deserve and receive support to make informative financial decisions. Drake Software has a long history providing top-tier professional tax preparation software. Since 1977, Drake has provided services to over 70,000 tax professionals nationwide that have filed over 40 million tax returns each year. Drake Software’s comprehensive products provide the tools and support tax professionals need to build their businesses. Drake products are designed to assist our customers efficiently prepare and e-file individual and business returns, so they can focus on serving their clients.

This job posting was last updated on 6/24/2025

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