We’re looking for a detail-oriented, curious Business Analyst with 1–2 years of experience to join the Program Management team. This role is suited for someone who enjoys working with data, improving processes, and collaborating with different teams to solve operational challenges.
You’ll work closely with Account Managers, Sales, Product, and Customer Success teams to help track performance, maintain reliable data, and identify opportunities to make workflows more efficient. The role will involve a mix of data analysis, reporting, and operational problem-solving.
Analyze team performance data and track key operational metrics to identify trends and areas for improvement
Maintain and update CRM systems (such as Salesforce) to ensure accurate and up-to-date data
Support Account Managers and Sales teams with data insights that improve servicing and decision-making
Prepare reports, dashboards, and presentations for internal stakeholders
Work with the Senior Program Manager to identify workflow gaps and suggest improvements
Help streamline coordination between teams to ensure smoother execution of internal processes
1–2 years of experience in a Business Analyst / Data Analyst / Operations role
Strong analytical thinking and problem-solving ability
Proficiency in Microsoft Excel (data cleaning, formulas, basic analysis)
Familiarity with CRM platforms such as Salesforce is a plus
Working knowledge of SQL, Power BI, Tableau, or Looker Studio is a bonus
Strong attention to detail and ownership of tasks
Ability to manage multiple tasks and work in a fast-paced environment
Good communication and stakeholder coordination skills
Work closely with a high-impact Sales and Account Management team
Gain exposure to business analytics, operational strategy, and cross-functional problem solving
Be part of a fast-growing organization where your work directly improves team performance
Build practical skills in data analysis, CRM systems, and business operations
Job details are sourced from the employer's original posting.
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Plum Benefits is a company that provides employee benefits solutions.