
Business Data Analyst – Sales & Retention (Voice of the Customer Office)
- Richardson, TX
- Permanent
- Full-time
We are seeking a detail-oriented and analytical Business Data Analyst to join our Voice of the Customer (VOC) Office, supporting Sales and Ops teams with insights that connect customer experience to business performance. This role will be responsible for analyzing and visualizing sales, retention, and account health data—integrating customer feedback with operational metrics to improve decision-making, drive revenue growth, and reduce churn. By pairing customer sentiment with performance data, the analyst will help leadership understand the "why" behind account gain, account loss, retention, and renewal trends.Key Responsibilities:
- Collect, analyze, and interpret sales, account, and customer experience data from CRM, ERP, and VOC platforms.
- Develop and maintain dashboards and reports to monitor KPIs such as pipeline health, conversion rates, revenue growth, churn, retention, and renewal performance.
- Integrate customer feedback and survey results into retention and sales forecasting models.
- Build insights that connect customer sentiment with service delivery, SLA adherence, and account performance.
- Partner with Sales, Service, and VOC leadership to identify risks and opportunities across the customer lifecycle.
- Deliver executive-ready reporting and storytelling that explains both what is happening in the numbers and why through customer insights.
- Conduct ad hoc analyses to support strategic initiatives in sales effectiveness and customer experience improvement.
- Ensure data quality, integrity, and accessibility across VOC and reporting platforms.
- Collaborate cross-functionally with Sales, Ops, and Marketing to align on retention, growth, and customer experience metrics.
- Bachelor’s degree in Business, Finance, Statistics, Data Science, or a related field.
- 2–4+ years of experience as a Data Analyst, preferably in Sales, Customer Analytics, or VOC-related roles.
- Strong skills in data visualization tools (e.g., Tableau, Power BI, Looker).
- Advanced Excel/Google Sheets and SQL proficiency required.
- Experience with CRM systems (e.g., Salesforce) and customer feedback platforms.
- Excellent problem-solving and communication skills, with the ability to translate complex data into clear, actionable recommendations.
- Experience in real estate or financial service industry with a focus on retention and renewal.
- Familiarity with churn forecasting, cohort analysis, and customer lifetime value (CLV) modeling.
- Background in Voice of the Customer programs or customer insights roles.