Data Analyst

Job Posting – Data Analyst - Finance, Sales and Marketing

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Do you love digging into all aspects of a business and its data, and providing rich analysis and guidance to the senior leadership team? The Data Analyst role will be supporting the CEO, Finance, Sales, and Marketing for both our lines of business - Envision IT and Extranet User Manager ( You'll play a key role in guiding the strategy and direction as we execute an aggressive growth strategy.

Envision IT (and Extranet User Manager) is 20+ year old Microsoft Gold Partner company that is very much in scale up mode over the last year. While the majority of the 21 staff have been with Envision IT for 5-20 years, we've added 6 new hires in the last 12 months, and are looking to fill 3-5 additional roles before the end of 2023. The team collectively decided not to return to the office, and we've fully embraced remote working. While much of the work is organized through Microsoft Teams meetings, we balance that with regular face to face meetings, both for work and social purposes.

Extranet User Manager is a suite of products targeted at organizations that want to build an online community on top of the Microsoft 365 platform. External user on-boarding and management, an end-user portal and content management system, documents collaboration, and reporting and dashboards are all part of the solution. Scenarios include customer, partner, vendor, donor, volunteer, or citizen portals.


Data sourcing, cleansing, manipulation, analysis, reporting, and dashboard development to support the following:

Strategic Decision-Making (40%)

  • Work with Founder to source and report on key performance metrics required to make better business decisions for the new line of business. Focus on developing metrics such as Lifetime customer value, Customer Acquisition Costs, and payback period
  • Determine, and establish, a business dashboard to support better (and faster) strategic decisions
  • Run pricing scenario analysis supported by customer data to make pricing recommendations

Financial Reporting (20%)

  • Support the creation of a business model to forecast growth for the new line of business. Includes researching and validating assumptions such as market growth and market segmentation
  • Support the creation of a budget for the new line of business working in collaboration with the head of finance
  • Establish new financial reporting requirements, as appropriate, to support the creation of new strategic and operational KPIs

Sales and Marketing Reporting (30%)

  • Research industry verticals to identify and prioritize attractive customer segments and target customers
  • Establish robust sales and marketing dashboard in Power BI which tracks activities and conversions through the sales and marketing funnel – email open rate, click rate, website traffic and engagement, number of demos, number of trials, Marketing Qualified Leads, Sales Qualified Leads, etc.
  • Work with the Sales and Marketing team to improve the quality of the source customer data

Data Cleansing, Sourcing and Maintenance (10%)

  • Define and maintain procedures to clean source customer data across CRM, email, accounting, and other relevant platforms
  • Identify and integrate new data sources which can augment and improve existing source data


  • Creating forecasting models from scratch 
  • At least 1 year identifying business metrics and building business KPIs and dashboards 
  • Working in the software industry and a knowledge of cloud-based software commercial and pricing models 
  • Working with Microsoft Dynamics, Power BI, and manipulating data sets in Excel 
  • Additional experience that would be an asset
    • Familiarity with pricing models and scenario planning 
    • Financial analysis and budgeting
    • Building market maps and assessing industry verticals
    • Undergraduate degree in a business or analytical field such as commerce, management, mathematics, engineering, science


  • Proven analytical ability - who can use data to simplify, rather than to complicate 
  • Deep research skills – to be able to conduct market research independently and source insights with minimal guidance and oversight 
  • A clear communicator - who can draw meaningful but simple business insights from large amounts of data 
  • A positive attitude, with an ability to get things done 
  • A data driven problem solver – who can develop a thesis and then complete the research necessary to support, or challenge, the thesis

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