Data Analyst - CLS

About the job: This is not a role where you spend your week pulling reports people may or may not look at. We want someone who can get inside the business, understand how Sales, Customer Success, Marketing, Payments, and Finance operate, and turn messy data and manual processes into scalable systems. You will become one of the key owners of our revenue data and HubSpot environment, helping us understand what is happening across the customer lifecycle, improving how our teams operate, and building AI agents and automations that remove repetitive work. You will have significant freedom to identify problems and build solutions. What Success Looks Like In your first year, you will help us:

• Establish reliable reporting and KPI infrastructure across Sales, Customer Success, Marketing, and Payments
• Improve the accuracy, structure, and usability of HubSpot across the organization
• Create a clear view of the entire revenue funnel, from lead through acquisition, onboarding, retention, expansion, and payments adoption
• Reduce manual reporting and administrative work through automation
• Build AI agents and workflows that make our teams faster and more effective; with a focus on go to market and reporting
• Improve forecasting, pipeline visibility, customer segmentation, and revenue analysis
• Create trusted datasets and dashboards that leadership can use to make decisions quickly
• Identify revenue opportunities and operational issues before someone has to ask

What You ll Do Revenue Operations & Analytics

• Build and maintain dashboards, reporting, and analytical models across the customer lifecycle
• Partner with Sales, Customer Success, Marketing, Payments, and Finance to define and track meaningful KPIs
• Analyze pipeline, conversion, retention, expansion, payments adoption, and customer behavior
• Help improve forecasting accuracy and pipeline management
• Identify trends, bottlenecks, anomalies, and opportunities hidden within our data
• Develop customer segmentation and cohort analysis to support GTM decisions
• Translate business questions into clear analysis and actionable recommendations
• Create scalable reporting rather than relying on manual spreadsheets and one-off analysis

HubSpot Ownership & RevOps

• Help own and continuously improve our HubSpot environment
• Build and maintain workflows, properties, lifecycle stages, pipelines, reporting, and automation
• Improve CRM data quality, governance, and consistency
• Design processes that make HubSpot easier for Sales and Customer Success teams to use correctly
• Connect HubSpot data with other business systems and datasets
• Automate lead routing, customer workflows, lifecycle management, alerts, and internal processes
• Help establish scalable RevOps processes as the company grows

AI Agents & Automation

• Identify repetitive or manual workflows that can be automated
• Build AI agents that can analyze information, perform tasks, and support business processes
• Create workflows that combine AI models, internal data, APIs, and business applications
• Experiment rapidly with new AI capabilities and turn useful prototypes into repeatable internal tools
• Build agents for use cases such as research, account intelligence, reporting, data enrichment, customer insights, and internal operations
• Measure whether automation actually saves time, improves accuracy, or drives better business outcomes
• Help teams understand where AI is useful and where traditional automation or analytics is the better solution

Data Quality & Infrastructure

• Combine data from HubSpot and other business systems into consistent reporting
• Help define our source-of-truth metrics and business definitions
• Identify and resolve data quality issues
• Work with Product and Engineering when deeper integrations or data infrastructure are required
• Document key metrics, processes, workflows, and data definitions so systems can scale with the company

2 5 years of experience in data analytics, Revenue Operations, Business Operations, or a similar analytical role

Strong hands-on experience with HubSpot

Experience working with Sales, Customer Success, Marketing, or broader GTM organizations

Strong SQL and data analysis skills

Experience building dashboards and reporting using BI or visualization tools

Advanced Excel or Google Sheets capabilities

Comfortable working with imperfect datasets and figuring out how to make them useful

Experience designing workflows and automating business processes

Ability to translate analysis into clear business recommendations

Strong curiosity and willingness to dig into how the business actually works

Comfortable operating in a fast-moving environment where not everything has already been built

AI & Automation Experience We are specifically looking for someone who is excited about using AI as a practical business tool. You should have experience experimenting with or building solutions using some combination of:

• AI agents and agentic workflows
• Large language models
• APIs and webhooks
• Workflow automation platforms
• Python or JavaScript
• Structured prompts and tool calling
• Data enrichment and research automation
• Connecting AI models to business applications and internal data

You do not need to be an AI engineer. You do need to be someone who sees a repetitive process and immediately starts wondering whether there is a better way to do it.

You ll Thrive Here If

• You like building things from scratch
• You are naturally curious about how businesses make money
• You would rather solve the underlying problem than keep producing the same report every Monday
• You are comfortable moving between data analysis, systems, automation, and business conversations
• You ask good questions and challenge assumptions
• You care about clean data but understand that real-world data rarely starts clean
• You can explain complicated analysis without making it complicated
• You enjoy experimenting with new technology and figuring out where it creates real value
• You want ownership rather than a narrowly defined list of tasks

What You ll Get

• A high-impact role with direct exposure to senior leadership
• Significant ownership over analytics, RevOps, and automation projects
• The opportunity to build systems and processes from the ground up

Desired Candidate Profile

2 5 years of experience in data analytics, Revenue Operations, Business Operations, or a similar analytical role

Strong hands-on experience with HubSpot

Experience working with Sales, Customer Success, Marketing, or broader GTM organizations

Strong SQL and data analysis skills

Experience building dashboards and reporting using BI or visualization tools

Advanced Excel or Google Sheets capabilities

Comfortable working with imperfect datasets and figuring out how to make them useful

Experience designing workflows and automating business processes

Ability to translate analysis into clear business recommendations

Strong curiosity and willingness to dig into how the business actually works

Comfortable operating in a fast-moving environment where not everything has already been built

AI & Automation Experience We are specifically looking for someone who is excited about using AI as a practical business tool. You should have experience experimenting with or building solutions using some combination of:

• AI agents and agentic workflows
• Large language models
• APIs and webhooks
• Workflow automation platforms
• Python or JavaScript
• Structured prompts and tool calling
• Data enrichment and research automation