Senior Business Intelligence Analyst

Drake Software; United States; On-site; USD 95,000 - 130,000; Full time

Job summary

TaxWell is seeking a Senior Data Analyst to support our product and marketing teams. You will translate complex behavioral data into actionable insights, contributing to product strategy, user engagement, and marketing performance. The role emphasizes hands-on data exploration and storytelling.

The ideal candidate brings 5+ years of data analytics experience, strong SQL and Tableau skills, and familiarity with AI-assisted analytics tools to accelerate discovery while ensuring data quality.

Qualifications

• Bachelor's degree in business, management, accounting, economics, statistics, information science or related field.
• Minimum of 5+ years of experience as a data analyst or similar role.
• Strong focus on B2C product analytics and funnel analysis.
• Experience with marketing analytics is a plus.
• Proficiency in SQL and building dashboards from scratch.

Responsibilities

• Investigate user behavior, funnels, and conversion patterns to identify trends and anomalies.
• Partner with product managers to define KPIs and track feature adoption.
• Deliver actionable insights to guide product optimization and marketing performance.
• Design and build dashboards to support ongoing performance monitoring.
• Analyze large datasets and tell the data story to executives and stakeholders.
• Support A/B testing analysis and attribution modeling as needed.

Skills

SQL-based analysis

Tableau

Data storytelling

A/B testing analysis

AI-assisted analytics

Data visualization

Education

Bachelor's degree (business/rel.)

Tools

Tableau

SQL

Excel

Job description

Taxwell helps everyday Americans get every tax advantage they deserve by finding credits and deductions they never even knew existed. Our tax preparation software offers easy guidance and ensures your maximum tax refund. We strive to build a team of like-minded experts in both tax and technology who align with our brand purpose, are advocates for our customers and have a fresh, non-traditional approach to the tax industry.

TaxAct is a leading digital tax filing platform which offers customers do-it-yourself digital and downloadable products that are easy-to-use, best-in-class technology, and provide unparalleled customer support. We are a trusted solution for all users including those with complex tax returns. We strive to attract and retain candidates who exemplify our values: performance, perseverance, progress and partnership. TaxAct is a member of the Taxwell family of products. We are an organization of forward thinkers looking to add industry experts to our growing team.

This role will primarily support TaxAct as the organization helps everyday Americans file their taxes. We seek to build a team of experts in tax and technology who are customer advocates and have the mindset to reimagine the services our customers receive.

Job Description

TaxWell is seeking an accomplished Senior Data Analyst to support our product and marketing teams. In this role, you will report to the Director of Analytics and focus primarily on product analytics - uncovering insights through deep funnel analysis, user behavior investigation, anomaly detection, and data storytelling. This is a hands‑on, investigative role where you dig into performance data, find the signal in the noise, and help stakeholders understand what is working and what is not. You will play a critical role in translating complex behavioral, customer journey, funnel, and feature usage data into meaningful insights that inform product strategy, user engagement optimization, and marketing performance. Experience with marketing analytics (campaign performance, paid media, attribution) is a plus, but product analytics will be the primary focus of this role.

Essential Duties And Responsibilities

• Investigate user behavior, customer journey, and conversion funnels across product touchpoints to identify trends, anomalies, and drop-off patterns.
• Partner with product managers to define and track performance KPIs, evaluate feature adoption, and support data-informed product decisions.
• Deliver clear, actionable insights that guide product optimization, landing page improvements, and user experience enhancements.
• Collaborate with marketing operations and product teams to connect funnel insights across the full customer journey.
• Design and build custom dashboards in Tableau (or similar) to support ongoing performance monitoring and exploratory analysis.
• Write and refine SQL queries to extract, clean, and analyze large datasets - especially across digital engagement, conversion events, and behavioral data.
• Perform exploratory analysis to uncover unexpected patterns, detect data integrity issues, and recommend solutions or next steps.
• Support A/B testing analysis, attribution modeling, and ongoing campaign evaluation as needed.
• Analyze large data sets of structured, semi-structured, and unstructured data to discover insights and collaborate with business partners to deliver business value.
• Prepare and effectively present findings to business stakeholders, including executive management, in a concise fashion.
• Leverage AI-assisted analytics tools (e.g., tools such as Claude Code, Cursor, ChatGPT Codex) to accelerate analysis, improve data exploration, and enhance data storytelling - while maintaining analytical rigor and data quality standards.

Education And Experience

• Bachelor's degree in business, management, accounting, economics, statistics, information science, or a related field required.
• Minimum of 5+ years of proven working experience as a data analyst, business data analyst, or similar role.
• Strong emphasis on B2C product analytics, including user behavior analysis, funnel investigation, and feature or journey performance.
• Marketing analytics experience (paid search, display, brand and variable marketing, campaign performance, ROAS) is a plus.
• Strong SQL skills, with proven experience querying and transforming large datasets for both ad-hoc analysis and dashboard use.
• Expertise in Tableau or other BI tools to build insightful, scalable dashboards from scratch.
• Demonstrated success in anomaly detection, funnel investigation, and actionable insight delivery.
• Experience with performance metrics such as conversion rate, bounce rate, session duration, feature adoption, and retention; familiarity with ROAS and campaign metrics is a plus.
• Practical experience using AI tools to support analytics workflows - such as accelerating SQL development, exploratory analysis, documentation, or insight synthesis. Familiarity with agentic or copilot-style analytics tools is a plus; given how recently these capabilities have become viable, formal "years of AI experience" is not expected.
• Strong analytical skills with the ability to collect, organize, analyze, and disseminate significant amounts of information.
• Some knowledge of statistics and experience using statistical packages for analyzing datasets (Excel, R, SAS, SPSS, etc.) is desired.
• Ability to deliver insights with creativity and pragmatism, ensuring a clear understanding of the "so what?" implications.

At Taxwell, we believe our work benefits from the diverse perspectives of our employees. As such, Taxwell welcomes and celebrates diversity and inclusion and is committed to equal opportunity employment. At Taxwell, you can expect a supportive, open, and inclusive atmosphere and a team that values your contributions.

Taxwell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants without regard to race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, veteran status, and any other status protected under applicable law. Taxwell considers information gathered in the hiring process, including information on this application, confidential, and only shares it on a need-to-know basis or as required by law.

If you need assistance or accommodation due to a disability, you may contact us at [e-mail] or by calling 828-349-5887 to speak with a member of the HR Talent Acquisition team.