United States onlyThe Commercial Sr BI Analyst builds and maintains the reporting and analytics layer for go-to-market teams. The role designs intuitive dashboards, standardizes KPI logic, and enables self‑service commercial analytics across Marketing, Sales, Solution Consulting, Client Experience, Delivery, Finance and adjacent stakeholders. The analyst partners with commercial data strategy owners on canonical definitions, certified datasets, and metric governance; connects data from HubSpot, ABM, paid media, and other GTM tools to deliver trustworthy insights.
Essential Functions and Responsibilities:
Dashboard & Report Development: Design, develop, and maintain core dashboards (campaign performance, pipeline & funnel conversion, forecasting, client expansion) in the enterprise BI tooling.
Metric Standardization: Implement and maintain a unified KPI and visualization framework; enforce certified metrics and dashboard design patterns.
Data Integrity & QA: In partnership with data operations stakeholders, validate data across integrated systems; implement checks and documentation to ensure accuracy and consistency.
Analytics Enablement: Build reusable datasets/semantic models; train stakeholders and promote adoption of self‑service analytics through training, office hours and clear documentaton.
Cross-Functional Partnership: Collaborate with Marketing, Sales, Client Experience and other Go To Market stakeholders to translate business questions into analysis; drive insight narratives and executive readouts.
Collaboration with Data Strategy: Align dashboard logic with canonical definitions; contribute to data dictionary and governance artifacts.
Ad Hoc & Advanced Analysis: Run deep-dive analyses (spend optimization, incrementality, pipeline health, renewal/expansion patterns) and support experimentation programs.
Visualization & Storytelling: Apply best‑practice visualization and accessibility standards to deliver clear, action‑oriented insights.
Position Specifications
Education:
Bachelor’s degree in Business, Analytics, Computer Science, or related field; or equivalent experience.
Experience:
4–6+ years in BI/reporting within B2B SaaS; portfolio of dashboards that drove measurable business outcomes.
Understanding and experience in varying forms of data modeling; exposure to advanced go to market measurement concepts (e.g. attribution, incrementality, cohorting).
Experience connecting GTM systems (HubSpot, ABM, paid media, enrichment) to BI and shaping certified datasets..
Experience enabling self‑service analytics and stakeholder training.
Knowledge, Skills, & Abilities:
Proficiency with enterprise BI tools and semantic modeling; confident with joins, aggregations, and performance tuning.
Understanding of B2B GTM concepts (influence, attribution, funnel conversion, forecasting, renewal/expansion)
Strong communication, visualization, and stakeholder management; ability to craft clear, executive‑level insights.
Travel:
Minimal, generally 12 days or less per year, ~2X team get togethers a year
LIFE AT LUMIN DIGITAL
Lumin Digital is a trailblazer in digital banking solutions, driven by a unique approach to technology, service, and people. We empower credit unions and banks by creating cutting-edge digital experiences that continuously serve, engage, and grow their membership base. Lumin is 100% cloud-native, purpose-built to unlock the full advantages of the cloud for financial institutions and their users.
At Lumin, we thrive on curiosity and innovation. Our culture fosters trust - in our expertise and decisions, respect - for diverse perspectives and talents, and boldness - in pursuing innovative paths. These values guide us, shaping a workplace where collaboration thrives, ideas flourish, and new possibilities are discovered. Focused on continuous improvement and innovation, we encourage our team to explore, experiment, and put new ideas into action, challenging the usual way of doing things.
Lumin Digital is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, disability, protected veteran status, sexual orientation, gender identity, or any other legally protected basis, in accordance with applicable law.
For more information, visit lumindigital.com.
