Accountabilities:

• Pull, organize, clean, and structure operational data from systems such as ATS, CRM, Monday.com, and Bloom Growth to support recurring metrics including close rates, retention, escalations, and other operational indicators.
• Use AI tools such as Claude to assist with data cleaning, quality assurance, first-pass analysis, and recurring reporting tasks, while independently verifying outputs before they are shared with leadership.
• Maintain dashboards and in-system metrics, proactively identifying blanks, duplicates, broken links, inconsistencies, and other data-quality issues.
• Document recurring reports and dashboards, including data sources, calculation logic, refresh schedules, dependencies, and known limitations, creating a shared and continuously updated knowledge base.
• Develop lightweight AI-assisted automations for repetitive reporting activities, such as preparing weekly metrics updates and structuring monthly retention analyses.
• Handle ad hoc diagnostic requests by breaking down metrics, analyzing funnel stages, preparing clean datasets, and producing reliable numbers for stakeholder discussions.
• Support the Weekly Leadership Dashboard by ensuring that underlying data is accurately pulled, cleaned, validated, and refreshed ahead of each reporting cycle.
• Proactively identify and communicate data gaps, tracking issues, or quality concerns rather than working around them without visibility.
• Build reporting processes that are repeatable, documented, and transferable, reducing dependency on individual knowledge and ensuring continuity over time.
• Gradually take ownership of recurring reporting processes and develop the ability to manage new data requests independently from initial analysis through final delivery.

Requirements:

• Demonstrated ability to use AI tools such as Claude to perform meaningful work, including data structuring, analysis, quality checks, documentation, and workflow automation.
• Strong attention to detail, with the ability to identify missing values, inconsistent figures, duplicate records, and other data-quality issues before they affect decision-making.
• Comfortable working with spreadsheets, dashboards, operational metrics, and structured data.
• Strong written communication skills and the ability to document processes clearly enough for another person to follow without additional explanation.
• Ability to learn operational systems and reporting processes quickly; familiarity with ATS, CRM, Monday.com, or similar platforms is a plus but not mandatory.
• No formal data-science background is required; the key requirement is the ability to direct analysis effectively, verify results, and recognize when data requires further investigation.
• Self-starter mentality with a habit of documenting processes and findings as you learn rather than waiting until everything is fully understood.
• Strong organizational skills and the ability to manage recurring reporting responsibilities alongside ad hoc analytical requests.
• Good judgment and accountability when working with operational data, particularly when identifying gaps or inconsistencies.
• Ability to work independently in a fully remote environment while communicating clearly with stakeholders and leadership.
• Curiosity and willingness to continuously improve reporting processes through AI, automation, documentation, and better data practices.

Benefits:

• Fully remote position with a flexible work schedule.
• Competitive base salary.
• Annual performance bonus.
• Anniversary loyalty bonuses.
• Company-sponsored health insurance.
• Generous paid time off, increasing with tenure up to 30 days per year.
• Paid birthday day off.
• 7 paid U.S. holidays.
• 5 paid sick days per year.
• Bereavement leave.
• Additional unpaid personal leave options.
• Home office stipend for equipment and workspace improvements.
• Computer replacement stipend.
• Monthly internet allowance that increases with tenure.
• Professional development and training opportunities.
• Education support for high-performing employees.
• Collaborative and supportive remote team culture.
• High-visibility role with direct impact on operational decision-making.
• Opportunities for career progression and internal promotion based on performance.