Data Analyst - SQL, Excel, Tableau/Power BI, with Salesforce

Assistrx
Orlando, FL

The Data Insight Analyst is responsible for acquiring, managing and analyzing data that will be presented to internal teams, clients and partners. 

 

DUTIES AND RESPONSIBILITIES:

  • Developing reports and analytics using data from data warehouse and Salesforce using Excel, SQL, Tableau, and other reporting/analytics tools.
  • Provide consultative insights:
    • Analyze data to identify patterns and trends over time
    • Compare data from different categories to identify relationships or correlations
    • Applying statistical analysis to identify patterns and relationships in the data
    • Provide context and explanations for the data by using visualizations and narrative descriptions
    • Identify outliers or anomalies in the data and investigate their causes.
  • Review and QA data/report before it is provided to the client (internal/external).
  • Communicates directly with customer on data needs and key deadlines.
  • Researches and identifies data quality issues.
  • Manage ongoing, incoming partner requests and questions regarding data specifications.
  • Configures mapping tools to support translation from source data to desired format. Includes testing of tool and providing clear documentation to internal resources and customer.
  • Act as resident expert for data requirements/specifications internally and for the client as needed.
  • Remain informed and up to speed with ongoing changes and evolution of assigned program data specs.
  • Lead client/partner web-based trainings regarding data specifications and requirements.

SUPERVISORY RESPONSIBILITIES:

  • This job has no supervisory responsibilities.

QUALIFICATIONS:

  • Self-starter, an individual who is not fully dependent on direction to fulfill the functions of the role. 
  • Thrives in an entrepreneurial-like environment. 
  • Experience with Tableau and Salesforce reporting preferred.
  • Experience with healthcare and/or pharmacy data preferred.
  • Experience with Microsoft Excel and SQL is a must. 
  • Previous client-facing experience is a must. 
  • Must be extremely responsive, able to work under pressure in crisis with a strong sense of urgency.

COMPETENCIES:

  • Diversity  - Demonstrates knowledge of EEO policy; Shows respect and sensitivity for cultural differences; Educates others on the value of diversity; Promotes a harassment-free environment; Builds a diverse workforce.
  • Ethics  - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.
  • Adaptability  - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events.
  • Analytical  - Synthesizes complex or diverse information; Collects and researches data; Uses intuition and experience to complement data; Designs workflows and procedures.
  • Business Acumen  - Understands business implications of decisions; Displays orientation to profitability; Demonstrates knowledge of market and competition; Aligns work with strategic goals.
  • Change Management  - Develops workable implementation plans; Communicates changes effectively; Builds commitment and overcomes resistance; Prepares and supports those affected by change; Monitors transition and evaluates results.
  • Customer Service  - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments.
  • Dependability  - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan.
  • Design  - Generates creative solutions; Translates concepts and information into images; Uses feedback to modify designs; Applies design principles; Demonstrates attention to detail.
  • Initiative  - Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.
  • Innovation  - Displays original thinking and creativity; Meets challenges with resourcefulness; Generates suggestions for improving work; Develops innovative approaches and ideas; Presents ideas and information in a manner that gets others' attention.
  • Interpersonal Skills  - Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things.
  • Oral Communication  - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.
  • Planning/Organizing  - Prioritizes and plans work activities; Uses time efficiently; Plans for additional resources; Sets goals and objectives; Organizes or schedules other people and their tasks; Develops realistic action plans.
  • Problem Solving  - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics.
  • Professionalism  - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.
  • Quality  - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality.
  • Teamwork  - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed.
  • Technical Skills  - Assesses own strengths and weaknesses; Pursues training and development opportunities; Strives to continuously build knowledge and skills; Shares expertise with others.
  • Written Communication  - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.

PHYSICAL DEMANDS AND WORK ENVIRONMENT:

  • Occasionally required to stand.
  • Occasionally required to walk.
  • Continually required to sit.
  • Continually required to utilize hand and finger dexterity.
  • Continually required to talk or hear.
  • While performing the duties of this job, the noise level in the work environment is usually moderate.
  • Specific vision abilities required by this job include depth perception and ability to adjust focus.
  • Occasional evening and weekend work may be required. 
  • Work is performed in a traditional commercial office setting with standard office lighting and white noise.
  • Additional remarks regarding work environment:
    • This job operates in a professional office environment.

 

  The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Supportive, progressive, fast-paced environment
  • Matching 401(k) with immediate vesting
  • Medical, dental, vision, life, & short-term disability insurance
  • AssistRx, Inc. is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration without regard to race, religion, color, sex (including pregnancy, gender identity, and sexual orientation), parental status, national origin, age, disability, family medical history or genetic information, political affiliation, military service, or other non-merit based factors, or any other protected categories protected by federal, state, or local laws.
  • All offers of employment with AssistRx are conditional based on the successful completion of a pre-employment background check.
  • In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire. Sponsorship and/or work authorization is not available for this position.
  • AssistRx does not accept unsolicited resumes from search firms or any other vendor services. Any unsolicited resumes will be considered property of AssistRx and no fee will be paid in the event of a hire
Posted 2026-05-10

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