Senior Data Analyst – B2B Analytics

Taxwell is a leading digital tax filing platform formed in 2022 from the combination of Drake Software and TaxAct. These two longstanding organizations offer customers professional and do-it-yourself digital and downloadable products that are easy-to-use, best-in-class technology, and provide unparalleled customer support. Taxwell brands are a trusted solution for all users including those with complex tax returns. We strive to attract and retain candidates who exemplify our values: performance, perseverance, progress and partnership. Taxwell is an organization of forward thinkers looking to add industry experts to our growing team.

We are seeking a
Senior Data Analyst
who serves as a strategic partner to Marketing, Sales, and Product leaders. This role is designed for an analyst who thrives in deep analytical work, spends significant time in SQL, and translates complex data into clear, actionable business insights that influence decisions.

The ideal candidate is comfortable working with ambiguity, framing open-ended business questions, and guiding stakeholders toward data-informed actions. This role focuses on insight generation and decision support rather than routine reporting or tool administration.

Key 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.

Required Qualifications:

• 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.

At Taxwell, we believe our work benefits from the diverse perspectives of our employees. As such, Taxwell welcomes and celebrates diversity and inclusion and is committed to equal opportunity employment. At Taxwell, you can expect a supportive, open, and inclusive atmosphere and a team that values your contributions.

Taxwell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants without regard to race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, veteran status, and any other status protected under
applicable
law. Taxwell considers information gathered in the hiring process, including information on this application, confidential, and only shares it on a need-to-know basis or as required by law.

If you need assistance or accommodation due to a disability, you may contact us at
or by calling extension 6049 to speak with a member of the HR Talent Acquisition team.