Senior BI Data Analyst –Marketing & Product Insights (B2C Focus)

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.

We’re looking for a Senior Data Analyst to support marketing and product teams by uncovering key insights through deep funnel analysis, anomaly detection, and data storytelling. This is a hands-on, investigative role where your primary focus will be digging into performance data, finding the signal in the noise, and helping stakeholders understand what’s working and what’s not.

You’ll play a critical role in translating complex behavioral, customer journey, funnel, and campaign data into meaningful insights that inform product strategy, marketing performance, and user engagement optimization.

Responsibilities

• Investigate user behavior, customer journey, and conversion funnels across product and marketing touchpoints to identify trends, anomalies, and drop-off patterns.
• Deliver clear, actionable insights that guide optimization of campaigns, landing pages, and product.
• Collaborate with marketing operations and product managers to define and track performance KPIs across the 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 and conversion events.
• 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.
• Communicate insights through presentations, reports, and visualizations tailored to both technical and non-technical stakeholders.

Qualifications

• 6+ years in a data or marketing analytics role focused on B2C product or marketing analysis.
• Strong SQL skills, with proven experience querying and transforming large datasets.
• 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, and ROAS.
• Highly proactive and comfortable working independently to uncover and communicate insights that drive business impact.

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 HR@Taxwell.com or by calling 828-349-5703 extension 6049 to speak with a member of the HR Talent Acquisition team.