What are the responsibilities and job description for the Senior Sales Data Analyst position at Lakeview Loan Servicing?
Overview:
You will work cross-functionally to build scalable, trustworthy data products that deliver insight into every stage of the sales funnel, from lead creation through contact, quote, bind, and renewals. Your work will support Sales Managers in coaching and upskilling agents, and help internal teams like Marketing, Sales, and Carrier Ops make informed, data-driven decisions about lead quality, funnel progression, and operational efficiency. You will also collaborate with Engineering as needed to ensure tracking and data flows support accurate reporting.
This is a fully remote position that offers a competitive salary range of $113,000 to $128,000, plus an annual bonus. You'll also receive our excellent benefits package, which includes medical coverage starting on day one and a company-matched 401(k).
Responsibilities:
Lakeview Household Insurance Solutions, LLC. is an Equal Employment Opportunity employer. All aspects of consideration for employment and employment with the Company are governed on the basis of merit, competence, and qualifications without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, or any other category protected by federal, state, or local law.
#LI-Remote
We are hiring a Senior Sales Data Analyst to lead conversion funnel analytics and operational performance reporting across our sales organization and internal partner teams at Lakeview Household Insurance Solutions. This role plays a key part in shaping how we use data to drive execution, agency performance management, and forecasting.
You will work cross-functionally to build scalable, trustworthy data products that deliver insight into every stage of the sales funnel, from lead creation through contact, quote, bind, and renewals. Your work will support Sales Managers in coaching and upskilling agents, and help internal teams like Marketing, Sales, and Carrier Ops make informed, data-driven decisions about lead quality, funnel progression, and operational efficiency. You will also collaborate with Engineering as needed to ensure tracking and data flows support accurate reporting.
This is a fully remote position that offers a competitive salary range of $113,000 to $128,000, plus an annual bonus. You'll also receive our excellent benefits package, which includes medical coverage starting on day one and a company-matched 401(k).
- Build and maintain an end-to-end sales funnel reporting to measure lead progression from contact through quote, bind, and cross-sell.
- Track both the activity that happens within a given period and how leads perform over time based on when they enter the funnel.
- Define and QA funnel-related events (e.g., contact made, quoted) to ensure reliable reporting input.
- Analyze failed sales to provide insights into improvement opportunities to drive sales growth (e.g., key reasons leads are lost at contact, quote, bind, etc.).
- Design dashboards and reporting tools used by Sales Managers and leadership to monitor performance, identify trends, and guide agent coaching and team-level planning.
- Support data extraction and dashboard development using SQL, MS Fabric, and MS Power BI. This includes cross-system analysis, such as combining insurance data with mortgage servicing data.
- Create customer target lists using propensity scores and carrier coverage.
- Create ongoing and ad-hoc analysis, reports, and dashboards to inform key strategic decisions.
- Contribute reporting requirements for new campaign launches, lead source onboarding, or third-party integrations. Ensure operational metrics are in place from day one.
- Partner with internal teams like Marketing, Sales, and Carrier Ops to evaluate lead quality, campaign effectiveness, and conversion trends across products and audiences.
- Collaborate with Engineering as needed to ensure event tracking and data pipelines support reliable and scalable reporting.
- Define and evolve reporting logic to ensure stakeholders have consistent and actionable metrics.
- 5 years in data analytics, BI, or sales performance analytics roles.
- Bachelor's degree or an advanced degree in a STEM field is preferred.
- Experience in P&C insurance, call center operations, or financial services is desired.
- Strong SQL skills and experience working with large operational or customer-level datasets and CRMs.
- Proficiency in data visualization tools such as Power BI, Tableau, or similar tools.
- Experience with marketing and sales funnel tracking, forecasting models, and operational reporting.
- Demonstrated success using data to improve customer retention, lifecycle value, and recapture performance.
- Exceptional attention to detail and accuracy in data management and reporting.
- Deep understanding of customer journeys, A/B testing frameworks, and multi-touch attribution.
- Excellent communication and stakeholder management skills, you can turn insights into action at both strategic and tactical levels.
WHY JOIN US
- Drive real business outcomes by helping us convert more customers through the full lifecycle.
- Lead high-impact work that directly contributes to long-term mortgage recapture and customer growth.
- Work cross-functionally in a collaborative, insight-driven environment.
- Be part of a mission-driven company focused on building lifelong relationships with homeowners.
Lakeview Household Insurance Solutions, LLC. is an Equal Employment Opportunity employer. All aspects of consideration for employment and employment with the Company are governed on the basis of merit, competence, and qualifications without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, or any other category protected by federal, state, or local law.
#LI-Remote
Salary : $113,000 - $128,000
