Remote Business Analyst - Data, Ops & KPIs

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

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