Senior Data Analyst - Product & Marketing

TaxAct; United States; On-site; USD 110,000 - 160,000; Full time

Job summary

Taxwell is seeking a Senior Data Analyst to dig into large, complex datasets and partner with Product and Marketing to understand customer behavior, product funnels, and opportunities. This is a hands-on role that goes beyond reporting and dashboards, requiring curiosity and the ability to connect data to a compelling story.

You will use SQL and Tableau daily to analyze behavior, measure funnels, and tell data-driven stories to stakeholders.

Qualifications

• 6+ years of experience in data analytics, product analytics, or BI in a B2C digital environment.
• Advanced SQL skills with hands-on querying and analysis of large datasets.
• Strong Tableau experience with dashboards and visualizations.
• Experience analyzing customer behavior, journeys, funnels, or digital experiences.
• Excellent data storytelling and ability to communicate findings clearly.
• Ability to work with Product, Marketing, and other stakeholders while driving analysis.

Responsibilities

• Investigate large and complex datasets to uncover trends, anomalies, and opportunities.
• Analyze customer journeys and product/conversion funnels to understand drop-offs and friction.
• Partner with Product and Marketing to inform product decisions and marketing performance.
• Use SQL to transform and analyze data across customer behavior and engagement.
• Build dashboards and visualizations in Tableau for monitoring and exploration.
• Support A/B testing and analyses to measure impact of product and marketing changes.
• Translate analyses into clear, actionable recommendations for stakeholders.
• Identify patterns and recommend deeper analyses where needed.

Skills

SQL

Tableau

Data analytics

Business intelligence

Data storytelling

Stakeholder collaboration

Job description

Taxwell is a leading digital tax filing platform formed in 2022 from the combination of Drake Software® and TaxAct®. These two longstanding organizations offer customers professional and do-it-yourself digital and downloadable products that are easy-to-use, best-in-class technology, and provide unparalleled customer support. Taxwell brands 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. Taxwell is an organization of forward thinkers looking to add industry experts to our growing team.

About the Role

Job Summary We’re looking for a Senior Data Analyst who enjoys digging into large, complex datasets to understand what’s really happening behind the numbers. You’ll partner closely with Product and Marketing teams to analyze customer behavior, investigate product and conversion funnels, identify anomalies and opportunities, and turn complex findings into clear, actionable insights. This is a hands‑on, investigative role supporting a large‑scale B2C digital product. Strong SQL and Tableau skills are essential, but this role goes well beyond reporting and dashboard creation. We’re looking for someone who is naturally curious, knows how to ask the next question, and can connect the data to a compelling story that helps stakeholders make better decisions.

Responsibilities

• Investigate large and complex datasets to uncover trends, anomalies, behavioral patterns, and opportunities that may not be visible through standard reporting.
• Analyze customer journeys and product and conversion funnels to understand how users move through the digital experience, where they encounter friction, and where they drop off.
• Partner closely with Product and Marketing teams to provide insights that inform product decisions, customer experience improvements, marketing performance, and optimization opportunities.
• Use SQL to query, transform, and analyze large datasets across customer behavior, product usage, digital engagement, marketing, and conversion events.
• Use Tableau to build dashboards and visualizations that support ongoing performance monitoring as well as deeper exploratory analysis.
• Analyze marketing and acquisition performance to understand how channels and campaigns connect to customer behavior, conversion, and downstream product engagement.
• Identify unusual patterns and anomalies, investigate potential causes, and recommend areas for further action or analysis.
• Translate complex analysis into clear, compelling data stories and actionable recommendations for Product, Marketing, and other business stakeholders.
• Support A/B testing and other analyses designed to measure the impact of changes to the product, marketing efforts, and customer experience.

Qualifications

• 6+ years of experience in data analytics, product analytics, marketing analytics, business intelligence, or a related analytical role, ideally within a B2C digital environment.
• Advanced SQL skills with hands‑on experience querying, manipulating, and analyzing large and complex datasets.
• Strong Tableau experience, including building dashboards and visualizations from the ground up.
• Experience analyzing customer behavior, user journeys, conversion funnels, product performance, marketing performance, or other digital experiences.
• Strong investigative skills and the ability to move beyond surface‑level metrics to determine what is driving changes in performance.
• Excellent data storytelling skills with the ability to take complex analysis and communicate the findings, implications, and recommended next steps clearly.
• Experience identifying trends, anomalies, and patterns within large datasets and determining where deeper analysis is needed.
• Ability to work collaboratively with Product, Marketing, and other business stakeholders while independently driving analysis from question through insight.
• A proactive, curious mindset with a desire to uncover the “why” behind the data rather than simply report what happened.

Equal Opportunity Statement

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 828-349-5703 extension 6049 to speak with a member of the HR Talent Acquisition team.