Data Analyst - Banking & Mortgage Domain

Role Overview : Were looking for a Data Analyst with 3+ years experience in financial services analytics. Youll partner with Product, Sales, and Customer Success teams to deliver insights, answer customer data questions, and drive continuous improvement in our lead-to-conversion CRM.

Key Responsibilities :

• Data Analysis & Reporting : Develop and maintain dashboards and reports (using SQL & BI tools) to track lead engagement, pipeline velocity, conversion rates, and other KPIs.
• Customer Support : Respond to customer queries and requests, troubleshoot data issues, and deliver ad-hoc analyses that address client needs.
• SQL & Scripting : Write, optimise, and document complex SQL queries; use Python or R for data manipulation and basic statistical analysis.
• Insights & Recommendations : Analyse and track customer and product usage trends. Translate customer business insight requests to technical data requirements.
• Collaboration : Work with Engineering and Data Engineering teams to ensure data accuracy; translate business questions into technical Qualifications :
• 3+ years in a data analyst role, ideally in banking, mortgage, or financial services.
• Strong SQL skills and experience with BI tools (Tableau, Power BI, or Metabase).
• Proficiency in Python or R for data analysis.
• Customer-facing experience : clear communication, responsiveness, and empathy.
• Solid understanding of statistical methods and A / B :
• Experience with CRM SaaS or lead management platforms.
• Familiarity with cloud data lake and warehouse architectures and tools.

ref : hirist.tech)