Senior Data Analyst

Greenstone Financial Services Canada; Toronto; Hybrid; CAD 90,000 - 120,000; Full time

Benefits offered by this job

4 weeks vacation per year

10 paid sick days per year

Hybrid role – 3 days in office and 2 =

Job summary

Greenstone Financial Services Canada is seeking a Senior Data Analyst to drive data-driven decision-making across Life Insurance operations, delivering insights that optimize sales, retention, and market expansion. You will develop dashboards and reports, support forecasting and capacity planning, and partner with cross-functional teams to automate reporting and improve customer experience.

Requirements include a Bachelor’s degree in a related field and 3+ years in data analytics or BI, with

Qualifications

• Bachelor’s degree in data Analytics, Statistics, Mathematics, Computer Science, Business, Economics, or a related field.
• 3+ years of experience in Data Analytics, BI, or related role.
• Experience in Life Insurance, Financial Services, or a regulated industry is preferred.

Responsibilities

• Analyze sales performance and identify opportunities to improve lead conversion, agent productivity, and overall sales effectiveness.
• Develop and maintain dashboards, scorecards, and reporting for key sales metrics.
• Support forecasting, capacity planning, and sales strategy initiatives.
• Provide actionable insights to support growth of the sales organization.
• Identify opportunities to automate reporting and business processes.
• Analyze customer and policyholder behavior to identify drivers of retention, persistency, and customer satisfaction.
• Monitor and report on post-sales metrics, including retention and customer experience.
• Collaborate with Care & Support teams to identify operational improvements.
• Deliver insights that improve customer lifetime value and operational effectiveness.

Skills

Python

Analytical thinking

Communication

Problem solving

Stakeholder management

Excel

Education

Bachelor’s degree in data Analytics, Statistics, Mathematics, Computer Science, Business, Economics, or related field

Tools

Power BI

Tableau

Databricks

ETL

Excel

Job description

We are seeking a highly analytical and business-focused Senior Data Analyst to support data-driven decision-making across our Life Insurance operations. Reporting to the Head of Lead Management, this role will be responsible for delivering insights that optimize sales performance, improve customer retention, and support new market expansion initiatives through the transfer of operational knowledge and best practices. The successful candidate will leverage analytics, automation solutions to improve business outcomes, operational efficiency, and customer experience.

Key Responsibilities

• Analyze sales performance and identify opportunities to improve lead conversion, agent productivity, and overall sales effectiveness
• Develop and maintain dashboards, scorecards, and reporting for key sales metrics
• Support forecasting, capacity planning, and sales strategy initiatives
• Provide actionable insights to support the continued growth of the sales organization
• Identify opportunities to automate reporting and business process

2. Care & Support Analytics (Post-Sales & Retention) (50%)

• Analyze customer and policyholder behavior to identify drivers of retention, persistency, and customer satisfaction.
• Monitor and report on key post-sales metrics, including retention, service levels, and customer experience.
• Partner with Care & Support teams to identify operational improvement opportunities.
• Support the development and measurement of customer retention initiatives.
• Deliver insights that improve customer lifetime value and operational effectiveness.

3. New Market Expansion & Knowledge Transfer (20%)

• Support the organization's expansion into new markets by documenting and transferring key operational, sales, lead management, and customer service learnings from existing business operations.
• Partner with stakeholders to capture best practices, processes, reporting frameworks, and performance insights that can be leveraged in future markets.
• Develop and maintain knowledge repositories, documentation, and reporting standards to support successful market launches.
• Identify opportunities to replicate successful sales, lead management, and customer retention strategies across markets.
• Collaborate with cross-functional teams to ensure operational readiness and consistency during market expansion initiatives.
• Track and report on key readiness milestones and business learnings throughout implementation programs.

Qualifications

• Bachelor’s degree in data Analytics, Statistics, Mathematics, Computer Science, Business, Economics, or a related field.
• 3+ years of experience in Data Analytics, Business Intelligence, or a related role.
• Experience in Life Insurance, Financial Services, or a regulated industry is preferred.

Technical Skills

• Experience using Python for data analysis, reporting, and automation.
• Proficiency with Power BI and/or Tableau.
• Experience with Databricks and modern analytics tools.
• Working knowledge of AI/Machine Learning concepts and predictive analytics.
• Experience building automated reporting, dashboards, and ETL processes.
• Advanced Microsoft Excel skills.

Core Competencies

• Strong analytical and problem-solving skills.
• Ability to translate complex data into actionable business insights.
• Excellent communication and stakeholder management skills.
• Strong attention to detail and commitment to data quality.
• Self-motivated with the ability to manage multiple priorities.
• Customer-focused mindset with strong business acumen.

That's why you can expect to be rewarded for the hard work you put in through job satisfaction, career development and the fantastic range of benefits we offer:

What's in it for you?

• 4 weeks vacation per year
• 10 paid sick days per year
• Hybrid role – 3 days in office and 2 days work-from-home
• 100% employer paid health benefits from day 1 including $500 Healthcare Spending Account
• Parental leave top-up
• 5% RRSP matching after 3 months of service
• Learning and growth opportunities
• Free weekly lunches, epic social events, and more!