Sales Data Analyst

Established in 2021, Independence Pet Holdings is a corporate holding company that manages a diverse and broad portfolio of modern pet health brands and services, including insurance, pet education, lost recovery services, and more throughout North America.

We believe pet insurance is more than a financial product and build solutions to simplify the pet parenting journey and help improve the well-being of pets. As a leading authority in the pet category, we operate with a full stack of resources, capital, and services to support pet parents. Our multi-brand and omni-channel approach include our own insurance carrier, insurance brands and partner brands.

Clarus is an animal health tech company led by a group of passionate industry veterans with deep experience in the vet services & technology space. We are dedicated to revolutionizing the pet industry through innovative, connected solutions that ensure patients and practices thrive.

Job Summary

Clarus is seeking a Sales Data Analyst who will play a key role in optimizing our sales and customer success operations by managing data, reporting, and CRM processes. This individual will support customer segmentation, sales team alignment, performance measurement, and reporting for both internal teams and external partners.

This is a data-driven role requiring someone with strong analytical skills, CRM experience (Microsoft Dynamics preferred), and the ability to contribute to process improvements. While this role is primarily back-end, presentation skills are important for supporting QBRs and partner alignment discussions.

Job Location: Remote - East Coast Preferred

Main Responsibilities

• Support customer segmentation and book-of-business management for sales and CS teams.
• Partner with strategic partners and sales teams to align customer data, track sales/CS performance, and optimize partner engagement.
• Manage and maintain CRM data integrity, assisting with development and optimization as needed.
• Generate reports for QBRs, including sales funnels, Clarus portal KPIs, forecasting, and performance analytics.
• Track and analyze rep activity, sales pipeline metrics, and partner team performance.
• Provide insights on CRM utilization and automation opportunities for improved efficiency.
• Collaborate with leadership to identify gaps in sales enablement and customer success processes.
• Support strategic decision-making through data analysis and performance tracking.
  
  

Basic Qualifications

• Bachelor’s Degree in appropriate field of study or equivalent work experience
• 3 years’ experience in sales/business PM roles, particularly in insurance, veterinary, or SaaS industries.
• CRM experience (Microsoft Dynamics preferred) with ability to manage and analyze data.
• Strong data analysis and reporting skills (Excel, Power BI, Tableau, or similar tools).
• Ability to support internal/external QBRs with data-driven insights and reporting.
• Experience working with third-party sales teams (MGAs, SYN) and optimizing partner performance.
• Self-starter with the ability to identify gaps, suggest optimizations, and take initiative in process improvements.
  
  

Other

• Limited US travel is anticipated.
  
  

All of our jobs come with great benefits including healthcare, parental leave and opportunities for career advancements. Some offerings are dependent upon the location of where you work and can include the following:

• Comprehensive full medical, dental and vision Insurance
• Basic Life Insurance at no cost to the employee
• Company paid short-term and long-term disability
• 12 weeks of 100% paid Parental Leave
• Health Savings Account (HSA)
• Flexible Spending Accounts (FSA)
• Retirement savings plan
• Personal Paid Time Off
• Paid holidays and company-wide Wellness Day off
• Paid time off to volunteer at nonprofit organizations
• Pet friendly office environment
• Commuter Benefits
• Group Pet Insurance
• On the job training and skills development
• Employee Assistance Program (EAP)