Insights Manager

WHO WE ARE Elliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. Our nine offices — located in the fastest growing cities in the US — are built on a foundation of inclusivity, collaboration, and collective growth. We work daily to provide exceptional service to our people, customers, and our communities. Audit and assurance services are provided by Elliott Davis, LLC (doing business in NC and D.C. as Elliott Davis, PLLC), a licensed CPA firm. We are hiring an experienced Insights Manager to lead our data analytics and business intelligence efforts across sales and marketing operations. This role is based in Greenville or Charlotte and will play a key role in transforming data into strategic insights that drive growth. The Insights Manager will supervise one analyst and work closely with cross-functional teams from marketing, growth, sales and operations. Critical Responsibilities Administer a HubSpot CRM (Sales & Marketing) to ensure data integrity and security Analyze performance across HubSpot CRM (Sales & Marketing) to optimize lead generation and conversion. Work closely with Power BI analysts to maintain Power BI dashboards and data visualizations to support decision-making across our industries and markets. Deliver actionable insights to Chief Growth Officer, Industry Growth Leaders, and firm leadership. Supervise and mentor one analyst, ensuring high-quality analytics output. Collaborate with stakeholders to define KPIs and reporting frameworks. Present findings and strategic recommendations to senior leadership. Ensure data accuracy, consistency, and integrity across platforms. Identify opportunities for process automation and reporting efficiency. Required Knowledge, Skills, and Abilities Minimum 5 years of experience in data analytics, business intelligence, or marketing analytics. Advanced proficiency in HubSpot CRM (Sales & Marketing). Strong understanding of sales funnel metrics, campaign performance, and customer journey analytics. Proven ability to translate complex data into clear, actionable insights. Experience managing and mentoring team members; ability to hire and retain top talent. Excellent communication and presentation skills. Bachelor’s degree in Business Analytics, Marketing, Data Science, or related field (Master’s preferred) #LI-RB1 #LI-HYBRID # WHY YOU SHOULD JOIN US We believe that when our employees are able to thrive in all facets of life, their work and impact are that much greater. That's right – all aspects of life, not just your life as an employee, because we understand that there's life beyond your job. Here are some of the ways our work works for your life, your growth, and your well-being: • generous time away and paid firm holidays, including the week between Christmas and New Year’s • flexible work schedules • 16 weeks of paid maternity and adoption leave, 8 weeks of paid parental leave, 4 weeks of paid and caregiver leave (once eligible) • first-class health and wellness benefits, including wellness coaching and mental health counseling • one-on-one professional coaching • Leadership and career development programs • access to Beyond: a one-of-a kind program with experiences that help you expand your life, personally and professionally NOTICE TO 3RD PARTY RECRUITERS Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval. Resumes submitted or candidates referred to any employee of Elliott Davis by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Elliott Davis. Elliott Davis will not be responsible for, or owe any fees associated with, referrals of those candidates and/or for submission of any information, including resumes, associated with individuals. ADA REQUIREMENTS The physical and cognitive/mental requirements and the work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Physical Requirements While performing the duties of this job, the employee is: • Regularly required to remain in a stationary position; use hands repetitively to operate standard office equipment; and to talk or hear, both in person and by telephone • Required to have specific vision abilities which include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus Cognitive/Mental Requirements While performing the duties of this job, the employee is regularly required to: • Use written and oral communication skills. • Read and interpret data, information, and documents. • Observe and interpret situations. • Work under deadlines with frequent interruptions; and • Interact with internal and external customers and others in the course of work. Elliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. Our nine offices — located in the fastest growing cities in the US — are built on a foundation of inclusivity, collaboration, and collective growth. We work daily to provide exceptional service to our people, customers, and our communities. “Elliott Davis” is the brand name under which Elliott Davis, LLC (doing business in North Carolina and D.C. as Elliott Davis, PLLC) and Elliott Davis Advisory, LLC and its subsidiary entities provide professional services in an alternative practice structure in accordance with applicable professional standards. Elliott Davis, LLC is a licensed independent CPA firm that provides attest services to its customers. Elliott Davis Advisory, LLC and its subsidiary entities provide tax and business consulting services to their customers.