Data Analyst II (Analytics Focus)

Upgrade; Phoenix (AZ); Hybrid; USD 85,000 - 115,000; Full time

Benefits offered by this job

Stock option plan

Medical, dental and vision insurance

Flexible PTO

Professional growth opportunities

Paid parental leave

Health & wellness initiatives

Job summary

Upgrade is seeking a Data Analyst II to join our Phoenix Operations Analytics team. This role blends data analysis, visualization, and predictive insights to improve operational decision-making.

You will help build KPIs and dashboards, analyze large datasets, and tell data-driven stories to drive actions in a fast-growing environment. You will work in a hybrid model at the Phoenix office, onsite three days per week (Tue-Thu), partnering with operations leaders to optimize capacity, workforce,

Qualifications

• Bachelor's degree in a quantitative field or equivalent experience.
• 3+ years proven experience in data analysis and visualization.
• Advanced knowledge of SQL and data query/mining techniques.
• Experience applying statistical techniques and simulations to business problems.
• Strong storytelling and data communication skills for non-technical audiences.
• Proficiency in Excel or Google Sheets for ad hoc analysis.
• Experience with Python for statistical analysis preferred.

Responsibilities

• Consult with internal operations leaders to identify problems or opportunities using data and analytics.
• Collect, analyze and interpret large data sets from various sources to answer high-impact business questions.
• Perform in-depth analyses and build data models to identify trends and key drivers.
• Apply statistical, simulation, and forecasting methods to quantify impact and anticipate outcomes.
• Translate analytical findings into clear recommendations with visualizations and presentations.
• Use data storytelling to simplify findings for non-technical stakeholders and drive action.
• Manage multiple analytics projects with accuracy and deadlines.
• Translate ambiguous questions into structured analytical approaches.
• Drive best practices to improve analytics across capacity planning, workforce analytics, and customer/call center analytics.
• Partner with operations leaders to define KPIs and dashboards.
• Stay up-to-date with industry trends and new skills.

Skills

SQL

Data modeling

Statistics

Data storytelling

Tableau

PowerBI

Superset

Excel

Python

A/B testing

Financial services experience

Communication

Education

Bachelor's degree in data analytics, mathematics, statistics, computer science, economics or related field

Tools

Tableau

PowerBI

SQL

Job description

About the Role:

Are you a data-savvy professional with an analytical mindset who thrives on exploring data and extracting insights? Do you have an aptitude for visualizing those insights and presenting them in ways that improve operational decision-making? Are you attracted to an entrepreneurial culture and energized by high growth? If so, read on.

We are seeking a Data Analyst II to join our growing Operations Analytics team. This key role will leverage both quantitative and qualitative skills to increase the organizational value of the Phoenix Service Center by influencing insight-driven decision making (Analysis), ensuring improved performance measurement (Visualization) and identifying solutions to help optimize operations (Prediction)

As you build relationships across the operation, you will be instrumental in exploring and modeling data in order to identify new opportunities for efficiency and improvement, then visualizing critical insights to improve decision making. Partnering with the operational leaders to create and design/develop performance measurement KPIs and build out the associated dashboards will also be key to gaining momentum within this role.

You will work in areas like capacity planning, workload forecasting, workforce analytics, business impact analytics, call center analytics and customer experience analytics. To be successful in this role you must be detail-oriented, creative, innovative, consultative, willing to learn and grow and enjoy a fast-paced, challenging environment. You will benefit from having a talent for “telling the story” with data, keeping the user experience in mind, as well as exposure to data/statistical modeling, relational database utilization and data wrangling techniques.

This is a hybrid position based in our Phoenix office, with an expectation of working on-site three days per week Tuesday-Thursday.

What You’ll Do:

• Consult with internal operations leaders to identify problems or opportunities that can leverage data and analytics, building trusted stakeholder relationships and bringing curiosity to uncover the real business problem worth solving
• Collect, analyze and interpret large data sets from various sources to answer high-impact business questions and identify patterns, trends, and insights
• Perform in-depth analyses and then create data models to identify trends and key drivers that inform important decisions across the business
• Apply statistical, simulation, and forecasting methods, including hypothesis testing, regression, A/B testing, Monte Carlo simulation, and time series forecasting, to quantify the impact of operational and business decisions and anticipate future outcomes
• Translate analytical findings into clear recommendations, using visualizations and presentations to communicate insights and drive stakeholder decisions
• Use data storytelling techniques to simplify complex findings into narratives that resonate with non-technical stakeholders and drive action
• Manage multiple analytics projects with accuracy and attention to detail, prioritizing tasks to meet deadlines
• Translate ambiguous business questions into structured, testable analytical approaches that meet stakeholder requirements and support broader use‑case goals
• Drive best practices to improve the quality and effectiveness of our analytics function across capacity planning, workforce analytics, and customer/call center analytics
• Partner with operations leaders to define business KPIs and analytical frameworks that inform dashboards and simplify decision making
• Stay up-to-date with industry trends and emerging technologies, and seek out opportunities to develop new skills

What We Look For:

• Bachelor's degree in data analytics, mathematics, statistics, computer science, economics or a related quantitative field, or equivalent experience
• Minimum 3+ years proven experience in data analysis and visualization, including business requirements gathering
• Advanced knowledge of SQL and data query/mining techniques
• Working knowledge of data modeling and database concepts, with the ability to structure and query data effectively for analysis
• Experience applying statistical techniques and simulations to business problems, such as regression, hypothesis testing, A/B testing, Monte Carlo simulation, or time series forecasting
• Strong storytelling and data communication skills, with the ability to translate complex quantitative analysis into simple, compelling narratives for non-technical audiences
• Strong proficiency with Tableau or related data visualization tools (PowerBI, Superset, etc.)
• Strong problem-solving, analytical, and communication skills, including active listening and presentation
• Proficiency in Excel or Google Sheets for ad hoc analysis
• Experience in financial services is preferred
• Proficiency in Python (pandas, statsmodels, or scikit-learn) for statistical analysis preferred
• Experience with Contact Center Analytics and A/B testing/experimentation frameworks is a plus

What We Offer You:

• Competitive salary ($85K-$115K USD) and stock option plan
• Paid coverage of medical, dental and vision insurance
• Flexible PTO
• Opportunities for professional growth and development
• Paid parental leave
• Health & wellness initiatives

Demographic Questions & Categorizations

Upgrade is dedicated to building a diverse team and an inclusive culture. We believe that it’s crucial to Upgrade’s long-term success to create an environment where all employees feel like they belong and have an equal opportunity to succeed.

For this reason, we are asking candidates to voluntarily self-identify through a few demographic questions. Our purpose in collecting this information is to help us assess our outreach efforts and diversity representation goals. Your responses will not be linked to your identity or your application, and neither recruiters nor hiring managers can see this information at an individual level. Your responses are stored in the aggregate and will not play any role in our hiring decision. Your decision to participate or not participate in this survey will have no impact on your candidacy at Upgrade.