Business Intelligence Analyst I - Tableau/Excel/Salesforce proficiency
Role details
Job location
Tech stack
Job description
We are seeking a self-directed, analytical, and highly collaborative Business Intelligence Analyst I to support the Unum HR Connect team. This role is responsible for delivering key insights through Salesforce reporting, Tableau dashboard development, and ongoing operational analytics that support senior leaders, consulting partners, and business units across the organization., * Conduct data profiling and analysis to evaluate data sources and determine the most appropriate source for business information
- Acquire, transform, and translate data into actionable dashboards, reports, algorithms, or datasets with minimal guidance
- Perform statistical analyses and present insights to help guide and advise leadership
- Collaborate with data engineers to perform data validation, testing, and quality assurance
- Continuously expand knowledge of the insurance industry and company data assets
- Work directly with internal customers to refine requirements and validate outputs to ensure solutions meet expectations
Day-to-Day Responsibilities
- Support monthly and quarterly reporting activities
- Complete frequent ad hoc data and reporting requests
- Maintain Tableau datasets and thoroughly document all associated processes
- Perform deeper-dive analytical projects when requested
- Maintain two dashboards (one existing, one in development)
- Navigate ambiguity and resolve data inconsistencies as needed
- Manage increased reporting volume during renewal season
- Provide quarterly feedback to business partners to improve reporting
- Support ServiceNow data pulls and perform minimal Teradata-related tasks
Stakeholder & Team Engagement
- Communicate clearly and proactively with stakeholders
- Document processes thoroughly and take full ownership of deliverables
- Receive and manage report requests through various channels, including email, Microsoft Teams, Outlook tasks, and direct conversations
Requirements
This is a high-impact role that requires strong business acumen, comfort with ambiguity, stakeholder management experience, and the ability to work independently while owning the full lifecycle of reporting and data visualization., * Bachelor's degree preferred, or equivalent relevant experience
- 2+ years of demonstrated success at the Associate level in data-analytics-related field
Key Skills & Tools
- Proficient experience using Tableaus for data visualization, dashboard creation, dataset maintenance
- Advanced proficiency using Excel, including the ability to convert Excel-based reports into Tableau visualizations
- Hands-on experience with SQL, ServiceNow, and Teradata is a plus
Salesforce + Tableau Integration
- Ability to extract and prepare Salesforce data for analytics
- Experience integrating Salesforce datasets into Tableau
- Comfortable building Salesforce reports to support Tableau dashboards
Professional Skills
- Proven ability to translate business needs into effective technical solutions
- Ability to adapt to change and maintain focus on practical, positive outcomes
- Strong problem-solving abilities
- Excellent communication skills
- Growth mindset with a drive to learn new technologies and analytical techniques
- Strong team collaboration skills; able to work effectively with diverse groups across the organization
Benefits & conditions
When you join the team at Unum, you become part of an organization committed to helping you thrive.
Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life's moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide:
- Award-winning culture
- Inclusion and diversity as a priority
- Performance Based Incentive Plans
- Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability
- Generous PTO (including paid time to volunteer!)
- Up to 9.5% 401(k) employer contribution
- Mental health support
- Career advancement opportunities
- Student loan repayment options
- Tuition reimbursement
- Flexible work environments, The base salary range for applicants for this position is listed below. Unless actual salary is indicated above in the job description, actual pay will be based on skill, geographical location and experience. $60,500.00-$123,400.00
Additionally, Unum offers a portfolio of benefits and rewards that are competitive and comprehensive including healthcare benefits (health, vision, dental), insurance benefits (short & long-term disability), performance-based incentive plans, paid time off, and a 401(k) retirement plan with an employer match up to 5% and an additional 4.5% contribution whether you contribute to the plan or not. All benefits are subject to the terms and conditions of individual Plans.