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PB

Data Analyst - Business

Plum Benefits Private Limited
  • 🇮🇳 India
  • On-site
  • Manager or above
  • 6 months ago
  • CRM
  • Salesforce
  • Excel
  • SQL
  • Power BI
  • Tableau
  • Looker Studio
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About the Role

We’re looking for adetail-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 withAccount 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 ofdata analysis, reporting, and operational problem-solving.

Key Responsibilities

  • Analyze team performance data and track key operational metrics to identify trends and areas for improvement

  • Maintain and update CRM systems (such asSalesforce) 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 theSenior Program Manager to identify workflow gaps and suggest improvements

  • Help streamline coordination between teams to ensure smoother execution of internal processes

Key Competencies

  • 1–2 years of experience in a Business Analyst / Data Analyst / Operations role

  • Stronganalytical thinking and problem-solving ability

  • Proficiency inMicrosoft Excel (data cleaning, formulas, basic analysis)

  • Familiarity withCRM platforms such as Salesforce is a plus

  • Working knowledge ofSQL, Power BI, Tableau, or Looker Studio is a bonus

  • Strongattention to detail and ownership of tasks

  • Ability tomanage multiple tasks and work in a fast-paced environment

  • Goodcommunication and stakeholder coordination skills

Why Join Us?

  • Work closely with ahigh-impact Sales and Account Management team

  • Gain exposure tobusiness analytics, operational strategy, and cross-functional problem solving

  • Be part of afast-growing organization where your work directly improves team performance

Build practical skills indata analysis, CRM systems, and business operations

Data Analyst - Business · Plum Benefits Private Limited

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