Data Analyst at Meds | Austin, TX

Based in Texas (Austin), this Data Analyst – Wealth Management position at qodeworld focuses on supporting the Wealth Management team by translating data into practical insights. The analyst works closely with advisors and senior management to inform decisions about client portfolios, investment performance, and broader market trends. The aim is to improve client outcomes and make business operations more efficient. Key Responsibilities Gather, clean, and analyze financial and client data from various sources. Develop dashboards and reports to monitor portfolio performance, asset allocation, and risk metrics. Spot trends in client behavior, investment patterns, and product effectiveness. Provide advisors with data-driven recommendations for managing client portfolios. Collaborate with investment teams to assess new products and strategies. Ensure compliance with data management and reporting regulations. Automate recurring reporting tasks to boost efficiency. Share insights with stakeholders through visualizations, presentations, and written reports. Skills and Competencies Advanced proficiency in SQL, Excel, and data visualization tools such as Power BI or Tableau. Strong grasp of financial markets, investment products, and portfolio management principles. Experience using Python or R for statistical analysis and data modeling. Ability to interpret complex datasets and communicate findings clearly. Attention to detail and strong problem-solving skills. Familiarity with regulatory requirements in wealth management, including KYC, AML, and SEBI/SEC guidelines. Qualifications Bachelor’s or Master’s degree in Finance, Economics, Statistics, Data Science, or a related field. 2–5 years of experience in data analysis, ideally within financial services or wealth management. Professional certifications such as CFA, FRM, or Data Analytics certifications are considered an advantage.

Based in Austin, TX, this Data Analyst role supports the Wealth Management team at qodeworld. The position focuses on transforming complex data into insights that help advisors and senior management improve client portfolios and drive operational efficiency. Role overview The analyst works with large datasets, develops dashboards, and provides actionable intelligence on client portfolios, investment performance, and market trends. This position also contributes to automation efforts and ensures compliance with data management regulations. What you will do Aggregate, clean, and analyze financial and client data from multiple sources Design and implement dashboards and reports to track portfolio performance, asset allocation, and risk metrics Deliver insights on client behavior, investment patterns, and product effectiveness Support advisors with data-driven recommendations for client portfolios Collaborate with investment teams to evaluate new products and strategies Ensure compliance with regulatory requirements in data management and reporting Automate recurring reporting processes to improve efficiency Present findings to stakeholders using visualizations, presentations, and reports Requirements Advanced skills in SQL, Excel, and data visualization tools such as Power BI or Tableau Understanding of financial markets, investment products, and portfolio management concepts Proficiency in Python or R for statistical analysis and data modeling Ability to interpret complex datasets and communicate insights clearly Strong attention to detail, analytical thinking, and problem-solving skills Familiarity with regulatory frameworks in wealth management (including KYC, AML, SEBI/SEC guidelines) Qualifications Bachelor’s or Master’s degree in Finance, Economics, Statistics, Data Science, or a related field 2–5 years of experience in data analysis, preferably within financial services or wealth management Professional certifications such as CFA, FRM, or data analytics credentials are a plus

Aledade is seeking a detail-oriented and analytical Data Management Analyst to join our dynamic team in Austin, TX. In this role, you will play a crucial part in managing and optimizing data processes that drive our healthcare initiatives. Your expertise will contribute to improving patient outcomes through efficient data management and analysis.

As the leading online platform trusted by real estate professionals for over 25 years, Realtor.com® has been instrumental in connecting buyers, sellers, and renters with invaluable insights and expert guidance to discover their ideal home. Our comprehensive suite of tools not only influences the real estate landscape but also simplifies the home buying process for consumers, ensuring a user-friendly experience that empowers informed decision-making.Join us in our mission to help more people find their way home by eliminating barriers, fostering connections, and instilling confidence through expert support.We are seeking a Senior Data Analyst to become an integral part of our team at Realtor.com®. This pivotal role focuses on delivering strategic and analytical insights crucial for optimizing the performance of our Real Pro Select product line. As this premium product expands its market share from approximately 13% to a more significant fraction of all For-Sale leads, your contributions will be vital to its success. This entails providing in-depth analysis to enhance product optimization, performance measurement, and ROI validation.Key Responsibilities:Act as a Strategic Thought Partner for product, revenue, and engineering teams, delivering insights to align our Real Pro Select product with company strategy.Innovate ways to optimize lead flow dynamics between premium and core products, including setting lead expectations and allocation recommendations.Utilize creative thinking to enhance product packaging and refine current strategies based on performance metrics and market trends.Establish a clear analytical framework to assess lead quality for Real Pro Select, ensuring alignment with pricing model assumptions, and recommend actionable interventions when necessary.Implement robust systems to monitor and evaluate customer ROI expectations for Real Pro Select.Analyze product performance against internal benchmarks, examining lead quality, conversion rates, and churn to create structured performance reports.Conduct comprehensive analyses on key performance indicators (KPIs), sales funnel metrics, and customer retention data to surface actionable insights.

Join our dynamic team at Further, where your passion for data can drive meaningful change! We are thrilled to announce an opening for a Data Science Analyst who is eager to leverage their expertise in an environment rich with growth opportunities. At Further, we specialize in transforming raw data into actionable insights utilizing cutting-edge cloud and AI technologies. Our award-winning culture is built upon a foundation of exceptional talent dedicated to fostering growth for both individuals and businesses. We believe that your work should not only be professionally satisfying but also contribute positively to the success of our clients. As a Data Science Analyst, you will not only report on performance metrics but also interpret complex data to facilitate informed decision-making, ensuring that our clients achieve tangible business outcomes.

MongoDB, Inc. develops a modern data platform used by millions worldwide. The company has supported developers across many industries and was the first database provider to go public in over two decades. According to IDC, the global data management software market is expected to reach $138 billion by 2026. Role overview The Senior Data Analyst II, Product, will join the Data Analytics team in Austin. This position partners with Product Management, Engineering, Analytics, and other business groups to surface insights that influence product direction and business choices. What you will do Analyze data to spot trends, patterns, and opportunities that guide product strategy Work with stakeholders from various teams to understand their needs and deliver clear, actionable insights Share findings with colleagues across all levels of the organization Who succeeds in this role Strong analytical and technical abilities Comfort interacting with stakeholders at different levels Adaptability in a rapidly changing environment Location and work model This role is based in Austin, TX, and follows a hybrid work arrangement.

Join Acrisure as a Data Analyst in our Data Intelligence team!We are seeking a dedicated Data Analyst to be part of our innovative team in Austin, TX or Grand Rapids, MI, working onsite four days a week. In this full-time role, you will leverage your analytical skills to help drive our data initiatives and business strategies.Note: This position does not accommodate C2C or C2H employment and visa sponsorship is not available.

Join our dynamic team at 360itprofessionals1 as a Business Analyst specializing in Data Warehousing. In this role, you will leverage your analytical skills to transform data into actionable insights, helping drive strategic business decisions. Collaborate with cross-functional teams to gather requirements, design data models, and ensure the integrity and availability of data resources.

Senior Business Analyst – Data & Reporting Enterprise Reporting Transformation Location: Austin, TX (Hybrid)Compensation: Competitive base + bonus + benefits Role Overview Togetherwork is on the lookout for a proactive and analytical Senior Business Analyst – Data & Reporting to spearhead pivotal aspects of our corporate data reporting transformation initiatives. In this role, you will integrate and harmonize data across Order-to-Cash (O2C), bookings, revenue, and operational systems to provide accurate, enterprise-level reporting that enhances revenue visibility, operational efficiency, and strategic growth decisions. This position is a vital collaborator with Finance, Corporate Operations, and Data Engineering leadership, ensuring that our bookings-to-revenue reporting is not only precise but also scalable and aligned with executive objectives. Primary Outcomes Trusted Bookings-to-Revenue Reporting: Deliver reconciled, enterprise-wide visibility from bookings through revenue recognition and cash collection. Revenue Transparency & Optimization: Uncover revenue leakage, identify performance gaps, and discover growth opportunities through advanced analytics. Standardized Enterprise KPIs: Foster alignment across Finance and Operations around consistent and documented metric definitions. Reduced Manual Reconciliation: Develop scalable reporting frameworks that minimize reporting cycle time and manual intervention. Executive-Ready Insights: Equip leadership with clear, actionable reporting that links operational performance to financial outcomes. Key Responsibilities Conduct cross-system data analysis across CRM, billing, ERP, revenue recognition, and operational platforms (e.g., Vitally). Identify and rectify data inconsistencies via structured reconciliation processes. Partner with Data Engineering and Architecture to define scalable data models that support enterprise O2C and revenue reporting. Design executive dashboards that integrate bookings, backlog, billings, ARR/MRR, deferred revenue, churn, and expansion metrics. Support forecasting, scenario modeling, and performance analysis to drive revenue growth. Establish governance standards for metric definitions and maintain reporting consistency across business units.

Join Our Team at SafeLeaseAt SafeLease, we are revolutionizing the way property and casualty insurance is sold, adapting to the rapid technological advancements in our industry. We recognize that the most significant inefficiencies lie not in technology, but in structural challenges, and we are building a dedicated team to address them head-on.As a profitable insurance provider, we design, underwrite, and distribute specialized coverage for commercial property owners and their tenants. Unlike most insurance companies that either distribute products or assume risks, we do both. We back our policies with our own capital, allowing us to control the entire process: from product design to technology deployment, enabling us to operate with speed and flexibility. This comprehensive ownership empowers us to save time and money for over 4,000 properties insured for billions across the nation.Our team of 70 is growing at an impressive rate of over 100% annually, achieving this without compromising our profitability or company culture. Here, you will have the autonomy to tackle a diverse range of challenges, work with cutting-edge technologies, and collaborate closely with a passionate team where every contribution is recognized. If you are eager to refine your skills in a serious yet dynamic environment, we invite you to apply.We are currently seeking a Senior Data Analyst, responsible for extracting and interpreting data insights related to our commercial real estate offerings. This role will engage with multiple teams, including product development, finance, and marketing, to pinpoint opportunities for enhancing revenue, optimizing pricing, and automating processes.

Join our dynamic team at 360itprofessionals1 as a Technical Metadata Analyst. In this pivotal role, you will be responsible for managing and optimizing metadata processes, ensuring the integrity and accuracy of technical data across various platforms. Your expertise will play a crucial role in enhancing data usability and supporting our clients' needs.

At Huckberry, we believe that leveraging better data is key to driving our success. We are seeking a dynamic Lead Data Manager to join our team in Austin, Texas. In this pivotal role, you will oversee our data architecture and lead a talented group of engineers, while also engaging directly with the codebase yourself. Collaborating closely with our VP of Technology, you will be instrumental in shaping our data strategy, acting as the vital link that converts stakeholder requirements into impactful projects.Your primary mission will be to enhance our semantic layer and AI-driven analytics capabilities, ensuring that teams across Marketing, Merchandising, and more can utilize LLMs and advanced tools like Hex to gain insights swiftly. You won't just be managing data pipelines; you'll be redefining how our organization interacts with its data.This position is based in our Austin, TX headquarters; relocation assistance is available for remote candidates.

Role Overview DoorDash is hiring a Data Science Manager to lead a team of data scientists working on projects that use data to improve DoorDash’s services. This role involves managing team members, setting direction for analytical model development, and shaping strategies that influence decisions across the company. What You Will Do Oversee and mentor a team of data scientists Guide the development of analytical models and data-driven strategies Work with teams from different departments to spot opportunities for improvement Deliver insights that help DoorDash connect people with top local options Locations San Francisco, CA Sunnyvale, CA Seattle, WA New York, NY Chicago, IL Austin, TX

The RoleAs a Data Analyst at Truemed, you will play a pivotal role in bridging the gap between data and strategic decision-making. Your expertise will transform raw data into insightful reports and analyses that fuel our operations. You will be responsible for building dynamic dashboards, clarifying KPIs, and providing the ad hoc analyses that our Go-To-Market and Operations teams depend on for informed decision-making.Your ability to convert data into actionable insights is crucial. This requires a solid technical foundation to write SQL queries and navigate our data ecosystem, coupled with the communication skills necessary to empower our teams and drive impactful actions. You will report directly to Jordan, our Analytics Manager, and collaborate closely with Emily, the VP of Finance.What You’ll DoCreate and maintain interactive dashboards that offer leadership a real-time snapshot of essential business metrics: revenue, merchant performance, transaction volume, and customer insights.Provide ad hoc analyses for Go-To-Market and Operations teams, translating complex business inquiries into clear insights and actionable recommendations.Collaborate with Jordan and cross-functional teams to prioritize and execute analytical projects effectively.Develop and sustain datasets and models that enable business teams to access insights independently.Leverage AI tools to enhance efficiency, automate routine analyses, and focus on high-impact work.What We’re Looking For2-4 years of experience in a data analytics role.Proficient in SQL with the ability to independently query, validate, and explore data without requiring engineering support.Strong familiarity with at least one BI tool (such as Omni, Looker, Metabase, Tableau, etc.). You should have experience creating dashboards from the ground up that drive decisions.Excellent communicator who can effectively engage with both technical and non-technical stakeholders.Proactively investigate data to reveal hidden insights and opportunities for substantial business enhancements.Basic understanding of dbt and modern data stack concepts to collaborate effectively with data and engineering teams.LogisticsLocation: Preference for Los Angeles or Austin.About TruemedAt Truemed, we are dedicated to reversing chronic illness to levels seen in the 1970s, making Americans healthier and enhancing their quality of life.

Join our dynamic team at Sonsoft Inc. as an Informatica Analyst Consultant. In this role, you will leverage your expertise in Informatica to assist clients in optimizing their data management processes. You will be responsible for implementing solutions, providing insights, and ensuring data integrity while collaborating with cross-functional teams.

Join Arrive Logistics as an Associate Data Product Manager, where you will play a pivotal role in shaping our data-driven product strategies. You will collaborate with cross-functional teams to enhance our data products, ensuring they meet the evolving needs of our clients. Your insights will drive product enhancements and innovation, making a significant impact on our operations and customer satisfaction.

Upside is looking for an Engineering Manager to lead its Data Engineering team in Austin. This manager oversees engineers who create and maintain data solutions that drive business growth. The role helps shape how data is managed and used throughout the company, setting standards for engineering practices and technical direction. Key responsibilities Lead a team of data engineers in designing and delivering data products Promote strong practices in data management, architecture, and analytics Encourage adoption of new technologies and methods to advance data capabilities Support the professional development of team members and help engineers build their skills Location This role is based in Austin.

About RoxRox is revolutionizing the landscape of revenue operations with our AI-native systems tailored for modern go-to-market teams. Supported by industry leaders such as Sequoia, GV, and General Catalyst, we are transforming traditional CRM workflows into intelligent, autonomous solutions. Our platform integrates data across the GTM stack, deploys AI agents to handle tasks, and provides revenue leaders with a clear, unified understanding of the factors that drive success.As a nimble Series A startup, we are tackling one of the most established segments of software and succeeding by blending rigorous technical expertise with an unwavering focus on user-friendliness.About the Solutions Engineering TeamThe Solutions Engineering team at Rox plays a vital role in shaping our product and defining deals. Positioned at the intersection of Sales, Product, and Engineering, this team is tasked with converting Rox's technical capabilities into tangible value for our customers.Joining us means you will be part of the foundational team in Austin, working closely with a new Solutions Engineering leader and three experienced SEs from San Francisco. You will help establish scalable practices for this function in Austin. The methodologies you implement—ranging from demos to integration and sales—will serve as the blueprint for future growth across the company.About the RoleThis is a founding-level Solutions Engineer position for an individual who is technically proficient, deeply customer-focused, and passionate about enhancing the sales engineering process.You will engage directly with real deals: conducting technical discovery, designing integrations, and leading demonstrations that illustrate precisely how Rox fits within customer environments. Your role extends beyond implementation; you will identify inefficiencies within the sales process and implement improvements—enhancing demo experiences, refining technical narratives, and elevating standards for future team members.If you thrive in a setting where you can delve deeply into technical aspects and articulate complex ideas with clarity, this position will be a perfect match for you.What You’ll DoRapidly become an expert on Rox’s product, understanding its architecture, use cases, and customer workflowsCollaborate with Sales to conduct impactful technical demos and support deals from initial contact to closureDesign and communicate integrations across data warehouses, CRMs, AI agents, and contemporary GTM toolsLead technical discovery discussions that reveal genuine customer challenges—beyond mere requirementsTranslate complex technical concepts into straightforward, actionable solutions for clients

CaptivateIQ is revolutionizing the approach businesses take in planning, managing, and optimizing their sales performance. Initially focused on transforming incentive compensation management, we are now broadening our platform to address a wider array of sales planning challenges. Endorsed by leading industry analysts such as Forrester and G2, and supported by premier investors like Sequoia, ICONIQ, Accel, and Sapphire Ventures, we empower high-growth companies including Netflix, Figma, and Stripe with the insights and flexibility necessary to enhance revenue performance.Join our dynamic and diverse team, dedicated to tackling some of the most intricate and impactful challenges in the realm of sales performance management.Position OverviewAt the heart of every exceptional software company is the dedicated team that builds it. Our engineering team is multicultural, collaborative, fully distributed, and comprises humble learners. We take pride in developing top-tier products powered by cutting-edge technologies.As a vital member of our Customer Data Engineering (CDE) team, you will play a key role in empowering our customers to unlock the full capabilities of CaptivateIQ’s products by creating and managing their customized data integrations. Your contributions will significantly impact the success of our customers’ product implementations.