Note: The job is a remote job and is open to candidates in USA. Taxwell is a leading digital tax filing platform formed from the combination of Drake Software and TaxAct. They are seeking a Senior Data Analyst who will serve as a strategic partner to Marketing, Sales, and Product leaders, focusing on insight generation and decision support through deep analytical work and SQL.
Responsibilities
• Lead in-depth, exploratory analyses across customer behavior, funnel performance, retention, and revenue growth to identify drivers and opportunities
• Partner closely with Marketing, Sales, and Product leaders to frame ambiguous business questions and convert them into structured analytical approaches
• Write and maintain complex SQL queries to investigate trends, validate hypotheses, and uncover insights across large, multi-source datasets
• Design Tableau dashboards with an emphasis on narrative clarity and decision support, tailored to senior and executive audiences
• Synthesize analytical findings into clear recommendations, including implications, tradeoffs, and next steps
• Analyze lead flow, conversion dynamics, and customer engagement across the full customer lifecycle
• Present insights and recommendations to senior and executive stakeholders, influencing strategy and execution
Skills
• 6+ years of experience as a data analyst supporting business decision-making in a B2B software or SaaS environment
• Advanced SQL skills with experience performing exploratory, ad-hoc analysis beyond standard reporting queries
• Strong Tableau experience focused on storytelling, prioritization, and executive-facing insights
• Demonstrated ability to translate ambiguous business questions into actionable analysis and recommendations
• Proven impact influencing marketing, sales, or product decisions through data-driven insights
• Experience working with CRM, marketing, and web data sources (e.g., Salesforce, HubSpot, Marketo, Google Analytics)
• Excellent communication skills with a track record of advising senior stakeholders using data
• Highly independent and organized, able to own work end-to-end from intake through insight delivery
Company Overview
• Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. It is a sub-organization of Cinven. It was founded in 1977, and is headquartered in Franklin, North Carolina, USA, with a workforce of 501-1000 employees. Its website is https://www.drakesoftware.com/.
Apply Now
Apply Now