Business Intelligence Manager

As a Business Intelligence Manager at Stepful, your main responsibilities will involve managing and optimizing our CRM systems like HubSpot, creating and maintaining detailed reports and dashboards for performance analysis, and ensuring data accuracy and integrity across all internal systems. You'll also collaborate with sales to manage forecast reports and identify shifts in resource allocation necessary to achieve our business goals.

To qualify for the Business Intelligence Manager position at Stepful, you should ideally have a minimum of three years experience in sales operations or a related go-to-market role, preferably in a start-up environment. You need at least two years of experience with PostgreSQL or BigQuery and a mastery of CRM tools such as HubSpot, as well as familiarity with data visualization tools like Tableau or Looker.

In your role as the Business Intelligence Manager at Stepful, you will work extensively with CRM systems such as HubSpot, data management platforms like PostgreSQL and BigQuery, and data visualization tools, including Sheets, Tableau, and Looker. Familiarity with automation tools like Zapier would also be beneficial.

The work environment for a Business Intelligence Manager at Stepful is fast-paced and innovative. You will be part of a diverse team that values efficiency and standardization while encouraging collaboration across multiple departments. Our company culture is focused on rapid growth and adaptability, making it a thrilling place for talent in the field of business intelligence.

At Stepful, we prioritize your career growth and offer ongoing learning opportunities through professional development initiatives. As a Business Intelligence Manager, you will take on challenging projects, receive feedback from experienced colleagues, and have access to resources that help you enhance your skills in data analytics, team collaboration, and business strategy.

When answering this question, focus on specific tasks you’ve performed with HubSpot, like optimizing workflows, managing data integrity, or creating reports. Discuss your familiarity with its advanced features—perhaps even how you’ve integrated it with other tools—and showcase your problem-solving skills.

When responding, explain your process for monitoring and cleansing data sets. Discuss the tools you use, strategies for detecting anomalies, and how you maintain high standards in data management. Mention any specific practices that lead to successful outcomes in your past roles.

Provide a structured response that illustrates your communication skills and ability to work across teams. Describe the project, your role, how you initiated and maintained collaboration, and what the final outcome was. Emphasize the importance of teamwork in a business intelligence context.

Mention the specific tools you are experienced with, such as Tableau or Looker, and give examples of dashboards or reports you've created. Discuss how you ensured that the data was presented in an accessible and actionable manner, catering to the needs of your stakeholders.

Share your methodology for analyzing past performance data to predict future trends. Discuss any financial models or statistical methods you employ and talk about how you would team with other departments to recommend resource adjustments based on your findings.

Detail your process when managing large data sets, such as initial data quality assessments, the tools you leverage for cleaning data, and any automation processes you've implemented to streamline this effort. Highlight any data migration experience you may have as well.

Recount a specific challenge you encountered and how you handled it. Discuss your approach to time management and prioritization in high-pressure situations and what lessons you learned that can be applied to future scenarios.

Talk about your experience implementing automation tools like Zapier and the specific workflows you streamlined. Explain the impact these automations had on productivity and team dynamics, and discuss how you assess the effectiveness of these solutions.

Share the resources you follow, such as industry blogs, webinars, and professional networks or forums. Mention any certifications you pursue or collaborative efforts to learn from peers, underscoring your commitment to continuous learning in the changing landscape of data analytics.

This is your chance to express your passion for Stepful's mission and how your values align with the company’s goals. Discuss how the role's responsibilities excite you and how your skills can contribute to Stepful's innovative approach to healthcare training.