Sales Data Analyst
Established in 2021, Independence Pet Holdings is a corporate holding company that manages a diverse and broad portfolio of modern pet health brands and services, including insurance, pet education, lost recovery services, and more throughout North America. We believe pet insurance is more than a financial product and build solutions to simplify the pet parenting journey and help improve the well-being of pets. As a leading authority in the pet category, we operate with a full stack of resources, capital, and services to support pet parents. Our multi-brand and omni-channel approach include our own insurance carrier, insurance brands and partner brands. Clarus is a pioneering pet health technology company on a mission to transform the future of pet healthcare. We are dynamic entrepreneurs improving pet health by providing trusted and transparent information across the entire pet health landscape. Join us in shaping a smarter, healthier future for pets everywhere. Title: Sales Data Analyst Location: Remote Reports to: Director of Customer Success
About the Role
The Sales Data Analyst will play a key role in optimizing our sales and customer success operations by managing data, reporting, and CRM processes. This individual will support customer segmentation, sales team alignment, performance measurement, and reporting for both internal teams and external partners. This is a data-driven role requiring someone with strong analytical skills, CRM experience (Zoho and Microsoft Dynamics strongly preferred), and the ability to contribute to process improvements. While this role is primarily back-end, presentation skills are important for supporting QBRs and partner alignment discussions.
Key Responsibilities
Support customer segmentation and book-of-business management for sales and CS teams. Partner with strategic partners and sales teams to align customer data, track sales/CS performance, and optimize partner engagement. Manage and maintain CRM data integrity, assisting with development and optimization as needed. Generate reports for QBRs, including sales funnels, Clarus portal KPIs, forecasting, and performance analytics. Track and analyze rep activity, sales pipeline metrics, and partner team performance. Provide insights on CRM utilization and automation opportunities for improved efficiency. Collaborate with leadership to identify gaps in sales enablement and customer success processes. Support strategic decision-making through data analysis and performance tracking. Education and Experience: Bachelor’s Degree in appropriate field of study or equivalent work experience 3 + years experience in sales/business analyst roles, particularly in insurance, veterinary, or SaaS industries. CRM management experience (Zoho and Microsoft Dynamics preferred) with ability to own dashboard development and analyze data. Strong data analysis and reporting skills (Excel, Power BI, Tableau, or similar tools). Ability to support internal/external QBRs with data-driven insights and reporting. Experience working with strategic third-party sales partners, optimizing performance and success. Self-starter with the ability to identify gaps, suggest optimizations, and take initiative in process improvements. Other: Limited US travel is anticipated. #clarus All of our jobs come with great benefits including healthcare, parental leave and opportunities for career advancements. Some offerings are dependent upon the location of where you work and can include the following: Comprehensive full medical, dental and vision Insurance Basic Life Insurance at no cost to the employee Company paid short-term and long-term disability 12 weeks of 100% paid Parental Leave Health Savings Account (HSA) Flexible Spending Accounts (FSA) Retirement savings plan Personal Paid Time Off Paid holidays and company-wide Wellness Day off Paid time off to volunteer at nonprofit organizations Pet friendly office environment Commuter Benefits Group Pet Insurance On the job training and skills development Employee Assistance Program (EAP) Interview Technology Notice: Please note that phone and video interviews or screenings may be recorded and transcribed using interview technology to support our recruitment process. By continuing with the interview, you consent to this use. Text Messaging Notice: If you provide a mobile phone number, you may receive job-related communications via text message. Message and data rates may apply. You may opt out of text communications at any time by replying “STOP.” Apply To This Job