Data Analyst (Revenue Operations)

OVERVIEW:

A team member at Casebook PBC plays a key role in advancing our mission to build technology to accelerate the end of poverty. They are dedicated to Casebook's vision: building and promoting the human services global operating system to accelerate the end of poverty. This individual exemplifies the Casebook values and works collaboratively to achieve the organization's goals.

We are seeking a Data Analyst with strong experience in HubSpot and exposure to Customer Success Platforms (such as ChurnZero) to join our team. This role will be responsible for analyzing, interpreting, and visualizing data across Marketing, Sales, Customer Success, Support, and Product. You will ensure that our teams have actionable insights to make informed decisions and will play a pivotal role in driving process improvements and customer-centric growth strategies.

CASEBOOK VALUES

• Impact: We strive to help improve the lives of vulnerable children, adults, families, and communities.

• Customer Commitment: We provide ground-breaking human services software products and exceptional customer experiences shaped by organizational needs and best practices.

• Teamwork: We collaborate with team members, customers, and other partners with mutual respect, encouraging meaningful relationships and open communication.

• Innovation: We find new ways to grow our product, company, and each other.

• Accountability: We accept responsibility for our actions, holding ourselves accountable for results.

RESPONSIBILITIES:

• Data Analysis & Reporting

  • Build, maintain, and optimize dashboards and reports across HubSpot and related systems.

  • Analyze data spanning the full customer lifecycle: marketing engagement, sales pipeline, onboarding, adoption, renewals, and product usage.

  • Translate raw data into actionable insights for executives, department leads, and frontline teams.

• Cross-Functional Insights

  • Partner with Marketing to assess campaign effectiveness and lead funnel performance.

  • Support Sales Development and Sales with pipeline analytics, conversion metrics, and forecasting.

  • Collaborate with Customer Success to track adoption, retention, churn risk, and expansion opportunities.

  • Collaborate with Product to evaluate feature adoption, customer usage patterns, and feedback data, informing the roadmap.

• Data Governance & Process Improvement

  • Ensure data accuracy, consistency, and completeness across HubSpot, ChurnZero, and other systems.

  • Recommend process improvements based on data findings to enhance operational efficiency.

  • Contribute to data governance frameworks and help enforce standards for new fields, integrations, and reporting practices.

• Strategic Contributions

  • Identify leading and lagging indicators of customer health and company performance.

  • Deliver insights that influence GTM strategy, customer experience initiatives, and product development.

  • Present findings to leadership in a clear, concise, and actionable way.

EDUCATION AND/OR EXPERIENCE:

• 3+ years of experience as a Data Analyst, preferably in SaaS or technology.

• Bachelor’s degree in Business, Economics, Data Science, Statistics, or related field (or equivalent experience)

• Ability to work ET or CT hours

REQUIRED TECHNICAL / OTHER SKILLS AND ABILITIES:

• Hands-on experience with HubSpot reporting, dashboards, and lifecycle analytics.

• Familiarity with Customer Success Platforms such as ChurnZero.

• Strong analytical skills with proficiency in SQL, Excel/Google Sheets, and data visualization tools.

• Experience working cross-functionally with Marketing, Sales, Customer Success, Support, and Product teams.

• Ability to translate complex data into clear, actionable insights.

Attributes for Success

• Naturally curious and detail-oriented.

• Strong communicator/presenter who can “tell the story” behind the data.

• Comfortable balancing day-to-day reporting needs with long-term strategic projects.

• Self-motivated and interested in learning.

Growth Path

• Potential to grow into future RevOps Manager positions.

Why Join Us?

• Casebook PBC is proud to be a certified Great Place to Work: https://www.greatplacetowork.com/certified-company/7015438

• Competitive salary and benefits.

• Opportunities for professional growth and development.

• Collaborative and supportive team environment.

• The chance to make a real difference by supporting those who help others.

Compensation: $70,000 - 90,000 Salary + Benefits

Demo of Casebook: https://play.goconsensus.com/s738251ff

In addition to salary and sales commission, this position includes a full benefits package including employer funded health insurance for you and a spouse, 401k, and three weeks vacation time.

At Casebook PBC, our software makes people’s lives better. We are committed to empowering community well-being through adaptive, research-based, and practice-driven technology. Designed to “help the helpers,” our innovative and award-winning SaaS solutions enhance outcomes in human services. We continually expand and evolve the Casebook Platform, aiming to support more agencies and inspire industry-wide innovation.

We are dedicated to fostering a multicultural, unprejudiced, and welcoming workplace where everyone feels included and valued. We believe that different perspectives, backgrounds, and experiences strengthen our ability to innovate and serve our clients effectively. Every employee is respected and empowered to contribute at their highest potential. Our commitment goes beyond providing opportunities—we actively create an environment where everyone has the support, resources, and recognition they need to thrive.