The Role
The Lead BI Analyst will oversee customer data analysis and reporting, ensuring data quality and integrity, leading automation efforts, and enriching customer data. The role involves collaborating with various teams to understand business needs, presenting insights, and guiding junior analysts.
Summary Generated by Built In
Advanced Customer Data Analysis and Reporting:
- Oversee the analysis of customer information, including account and contact details, utilizing advanced statistical methods to derive insights that inform business strategies.
- Develop and maintain comprehensive reports and dashboards that track key performance indicators (KPIs) and highlight actionable insights based on customer research.
- Ensure that reporting initiatives are directly linked to business needs and stakeholder requirements, facilitating data-driven decision-making.
- Monitor potential merger and acquisition targets to assess customer data, market position, and synergies with the company’s existing operations
- Provide guidance to junior analysts on advanced data analysis techniques and best practices.
- Stay current with industry trends and emerging technologies in data analysis and automation, sharing knowledge and best practices with the team.
Data Quality Monitoring:
- Ensure the integrity and quality of customer data used for analysis, implementing best practices in data management and governance.
- Identify data quality issues and lead efforts to resolve discrepancies and enhance data reliability.
- Resolve data conflicts from source systems escalating issues when needed.
- Design and monitor account and contact data quality metrics, establishing benchmarks for data integrity.
- Implement processes for monitoring and improving data quality across internal and external data sources.
- Guide the team in tracking data quality KPIs and ensuring adherence to data quality standards.
Data Automation and System Integration:
- Lead efforts in automating data processes and workflows to enhance efficiency and accuracy in data management.
- Oversee the integration of various data systems to ensure seamless data flow between internal and external platforms.
- Collaborate with IT and development teams to implement data integration solutions that support business objectives.
- Ensure proper documentation of data workflows, processes, and reporting mechanisms within the team.
Customer Data Enrichment:
- Assist the team in leveraging external data sources (e.g., D&B, Fortune 500, FDIC, NCUA) to enrich customer records and validate internal data.
- Evaluate and recommend external data sources that can enhance customer information and support business objectives.
- Support the planning and execution of projects related to customer data management, ensuring timely delivery and quality outcomes.
Business Partner Engagement and Cross-Functional Collaboration:
- Partner with cross-functional teams, including marketing, sales, and product development, to understand their research needs and align data initiatives with business goals.
- Engage business partners regularly to gather feedback and refine reporting requirements, ensuring deliverables meet expectations and business objectives.
- Serve as a point of contact for data-related inquiries, providing strategic insights and recommendations to support organizational goals.
- Present findings and recommendations to business stakeholders, translating complex data insights into actionable strategies.
Job Qualifications
- Bachelor’s degree in Data Science, Information Systems, Business Analytics, or a related field.
- 5-7 years of experience in data analysis, reporting, or data management, with a focus on customer data.
- Demonstrated experience in advanced data analysis, particularly in customer research, linking business needs with reporting solutions, and utilizing statistical methods to derive insights.
- Proficiency in data analysis tools such as SQL, Python, R, or similar, with an emphasis on advanced analytical techniques.
- Experience with business intelligence (BI) tools such as Tableau, Power BI, or Looker.
- Familiarity with CRM systems, particularly Salesforce (SFDC), and data integration platforms.
- Strong analytical, problem-solving with the ability to convey complex data insights to non-technical stakeholders.
- Excellent communication skills (verbal and written) and interpersonal skills to effectively interface with various functional groups within the organization.
- Ability to work under pressure and use good judgment.
- Knowledge of data privacy laws and regulations (e.g., GDPR, CCPA) is preferred.
Preferred Skills:
- Experience with Agile framework & processes, JIRA
- Advanced data visualization and reporting skills, with experience creating interactive dashboards and reports.
- Experience with data automation tools and processes to enhance data workflows.
- Strong stakeholder engagement and collaboration skills to work effectively with diverse teams.
- Experience with external data sources like D&B, Fortune 500, FDIC, NCUA, and others.
- Understanding of data quality metrics and methodologies.
- Basic project management skills or experience.
- Previous experience in a team lead or supervisory role is a plus.
The Company
What We Do
Wolters Kluwer (www.wolterskluwer.com) is a global leader in information services and solutions for professionals in the health, tax and accounting, risk and compliance, finance and legal sectors. We help our customers make critical decisions every day by providing expert solutions that combine deep domain knowledge with specialized technology and services.
Founded in 1836 and headquartered in Alphen aan den Rijn, the Netherlands, the company serves customers in over 180 countries, maintains operations in over 40 countries and employs 18,600 people worldwide.
Wolters Kluwer reported 2019 annual revenues of €4.6 billion. Listed on Euronext Amsterdam, Wolters Kluwer shares (WKL) are included in the AEX and Euronext 100 indices. Wolters Kluwer has a sponsored Level 1 American Depositary Receipt program. The ADRs are traded on the over-the-counter market in the U.S. (WTKWY).
