
51 - 200 employees
đĄď¸ Insurance
đĽ Healthcare
đ° Private Equity Round on 2021-10
Insurance ⢠Healthcare
AgencyBloc is the #1 Recommended Insurance Industry Growth Platform designed specifically for the health, benefits, and senior insurance sectors. Since its establishment in 2008, AgencyBloc has provided robust, insurance-specific solutions including an industry-tailored CRM, automated workflow management, policy management, and commissions processing. With over 6,500 customers, AgencyBloc helps organizations accelerate their growth through advanced sales enablement and efficient customer management features.
đĽ 1 minute ago
Where this job comes from
Posted on AgencyBloc's careers page, not through a job board
First seen by Remote Rocketship 1 minute ago

51 - 200 employees
đĄď¸ Insurance
đĽ Healthcare
đ° Private Equity Round on 2021-10
Insurance ⢠Healthcare
AgencyBloc is the #1 Recommended Insurance Industry Growth Platform designed specifically for the health, benefits, and senior insurance sectors. Since its establishment in 2008, AgencyBloc has provided robust, insurance-specific solutions including an industry-tailored CRM, automated workflow management, policy management, and commissions processing. With over 6,500 customers, AgencyBloc helps organizations accelerate their growth through advanced sales enablement and efficient customer management features.
⢠Rebuild core revenue reporting, starting with the consolidated GTM book, in AgencyBloc's Databricks lakehouse ⢠Build and maintain data pipelines from HubSpot, Sage Intacct, and other GTM systems into the lakehouse through a curated, report-ready gold layer ⢠Migrate department-built reporting tools, such as Client Success dashboards, onto governed lakehouse data ⢠Replace manual, credential-dependent refreshes and hand-built spreadsheets with scheduled, automated Python and SQL jobs ⢠Reconcile lakehouse outputs against HubSpot and legacy reports deal by deal, identify omitted records, and correct logic ⢠Run automated reports alongside existing manual processes until historical numbers align ⢠Build data quality checks for completeness, duplicates, and schema drift, and resolve issues at the source ⢠Build dashboards and data models for self-service GTM reporting ⢠Support pipeline and revenue forecasting with clean data and build statistical or predictive models as the platform matures ⢠Calculate and validate sales commissions and bonuses from system data and document payout rules ⢠Document calculation logic for bookings, expansion, new logo, renewals, and upsells ⢠Align metric definitions across Sales, Client Success, and FP&A ⢠Maintain the data dictionary and follow AI and Data Governance standards for access, lineage, and documentation ⢠Gather stakeholder requirements and select appropriate implementation approaches ⢠Participate in commissions and revenue reviews with sales and executive leadership ⢠Present findings and recommendations to individual contributors and executive audiences ⢠Anticipate questions, proactively flag issues, and carry work through to completion
⢠Bachelor's or master's degree in Data Science, Statistics, Computer Science, Information Systems/Management, Business Analytics, Finance, or a related field, or equivalent experience ⢠3+ years in a data analyst, analytics engineering, or BI role, building production reporting rather than one-off analysis ⢠Strong SQL skills: complex joins, window functions, and query tuning against relational or lakehouse data ⢠Working proficiency in Python for data transformation and automating recurring reports ⢠Demonstrated experience automating manual reporting processes, with measurable time saved or errors removed ⢠Experience reconciling data across systems and tracing discrepancies to the record level ⢠Hands-on dashboard and data modeling experience with Databricks AI/BI, Tableau, Power BI, or similar ⢠Clear written and verbal communication, including explaining numbers and their limits to senior leaders ⢠Self-directed working style with the judgment to ask the right questions and carry work through without step-by-step direction ⢠Databricks experience, including Delta Lake, Unity Catalog, Workflows/Jobs, and notebooks ⢠HubSpot data model and reporting experience, including deals, pipelines, companies, and custom objects ⢠Experience with ERP or billing data, such as Sage Intacct invoice detail and ARR calculations ⢠Exposure to forecasting, statistical analysis, or predictive modeling in Python, R, or SAS ⢠Experience with sales compensation or commission calculations ⢠Familiarity with data governance practices, including standardized metric definitions, data dictionaries, lineage, and role-based access ⢠Version control with Git and shell scripting for scheduled, auditable data jobs ⢠Background in B2B SaaS, insurance, financial services, or another regulated-data environment ⢠Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.
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