Job Description

Title: Data Analyst

Location: Irving, TX (5 days on-site)

Type: Full-Time

About the Role:

Optimize Search Group is seeking a hands-on Data Analyst who can own reporting, dashboards, and business intelligence across sales, service, customer, and operational metrics for our client. This role is highly collaborative, generative in nature, and requires someone who can work directly with executives and cross-functional stakeholders to translate business needs into clean, accurate, and actionable analytics.

You will be responsible for gathering requirements, building mockups, validating data, and ensuring the right data flows into dashboards used for business-critical decisions.

Key Responsibilities

• Partner with executives and business stakeholders to understand reporting needs and define analytical requirements.
• Develop interactive dashboards, metrics, and visualizations across sales , customer success , support/service cases , product usage , and operational KPIs.
• Create mockups and prototypes to validate requirements before full build-out.
• Build and optimize SQL queries to pull, clean, transform, and validate datasets.
• Ensure accurate data ingestion and pipeline alignment in Snowflake .
• Maintain and enhance reporting inside Sigma BI
• Own the full lifecycle of dashboard and report creation—requirements, data modeling, build, QA, release, and ongoing improvements.
• Improve visibility into customer metrics, SaaS KPIs, funnel analytics, renewal forecasting, and churn/retention indicators.
• Troubleshoot data discrepancies, fix schema or join issues, and ensure source-of-truth accuracy across systems.
• Present insights and recommendations to leadership in clear, consumable formats.

Required Qualifications

• 3–6 years of experience as a Data Analyst, BI Analyst, or similar data role.
• Strong proficiency in SQL with the ability to write complex joins, CTEs, window functions, and performance-optimized queries.
• Experience with Snowflake or similar cloud data warehouses.
• Strong data visualization and dashboard development skills.
• Experience working directly with executive leadership and multiple business stakeholders.
• Strong communication skills, including the ability to gather requirements, explain data concepts, and present findings clearly.
• Hands-on experience building KPIs for sales, customer success, service operations, or SaaS metrics.
• Comfortable working in a 5-days on-site environment (Irving, TX).

Preferred Qualifications

• Experience in a SaaS environment or subscription-based business model.
• Experience with Sigma BI (preferred), or advanced proficiency in one or more of the following:
• Tableau
• Power BI
• Qlik
• Looker
• Other industry BI visualization tools
• Experience with generative analysis (building insights from ambiguity or open-ended business questions).
• Experience creating dashboards from scratch—mockups, wireframes, and end-to-end execution.

What Makes This Role Exciting

• You’ll have direct access to executives and decision-makers.
• Your dashboards will directly influence sales strategy, customer insights, and operational improvements.
• A high-impact environment where quality, accuracy, and creativity are valued.
• Opportunity to shape BI standards, tools, and data quality across the organization.

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