Full time • Remote

Plum Benefits, LLC; United States; Remote; USD 60,000 - 95,000; Full time

Job summary

Plum Benefits, LLC is seeking a detail-oriented Business Analyst with 1–2 years of experience to join the Program Management team. You will work closely with Account Managers, Sales, Product, and Customer Success to track performance and maintain reliable data.

You will analyze data, build reports and dashboards, and identify opportunities to streamline workflows and improve operational efficiency. Proficiency in Excel, SQL, and analytics tools is valued, along with strong communication and

Qualifications

• 1–2 years of experience in a BA/Data/Operations role
• Proficiency in data analysis and data cleaning in Excel
• Familiarity with CRM platforms such as Salesforce is a plus

Responsibilities

• Analyze team performance data and track key operational metrics
• Maintain and update CRM systems to ensure accurate data
• Support Account Managers and Sales with data insights
• Prepare reports, dashboards, and presentations for internal stakeholders
• Work with the Senior Program Manager to identify workflow gaps and suggest improvements
• Help streamline coordination between teams for smoother execution

Skills

Data analysis

Analytical thinking

Communication

Stakeholder coordination

Attention to detail

Multi-tasking

Tools

Salesforce

Excel

SQL

Power BI

Tableau

Looker Studio

Job description

About the Role

We’re looking for a detail-oriented, curious Business Analyst with 1–2 years of experience to join the Program Management team. This role is suited for someone who enjoys working with data, improving processes, and collaborating with different teams to solve operational challenges.

You’ll work closely with Account Managers, Sales, Product, and Customer Success teams to help track performance, maintain reliable data, and identify opportunities to make workflows more efficient. The role will involve a mix of data analysis, reporting, and operational problem-solving.

Key Responsibilities

• Analyze team performance data and track key operational metrics to identify trends and areas for improvement

• Maintain and update CRM systems (such as Salesforce) to ensure accurate and up-to-date data

• Support Account Managers and Sales teams with data insights that improve servicing and decision-making

• Prepare reports, dashboards, and presentations for internal stakeholders

• Work with the Senior Program Manager to identify workflow gaps and suggest improvements

• Help streamline coordination between teams to ensure smoother execution of internal processes

Key Competencies

• 1–2 years of experience in a Business Analyst / Data Analyst / Operations role

• Strong analytical thinking and problem-solving ability

• Proficiency in Microsoft Excel (data cleaning, formulas, basic analysis)

• Familiarity with CRM platforms such as Salesforce is a plus

• Working knowledge of SQL, Power BI, Tableau, or Looker Studio is a bonus

• Strong attention to detail and ownership of tasks

• Ability to manage multiple tasks and work in a fast-paced environment

• Good communication and stakeholder coordination skills

Why Join Us?

• Work closely with a high-impact Sales and Account Management team

• Gain exposure to business analytics, operational strategy, and cross-functional problem solving

• Be part of a fast-growing organization where your work directly improves team performance

Build practical skills in data analysis, CRM systems, and business operations