Senior Business Intelligence Insights Analyst - Mortgage Leads & Sales
Compensation Range: $120,000 - $150,000
Location: US Based Remote
Strong knowledge/experience in mortgage sales is required. Candidates without a background working directly with mortgage sales data will not be considered.
We are seeking a Senior Business Intelligence Insights Analyst to join the Mortgage Business Intelligence & Analytics team, to own analytics and reporting efforts around mortgage sales and lead performance. This is a highly specialized senior-level role responsible for designing, developing, and interpreting reporting that enables sales and marketing leaders to understand performance at every stage of the customer journey—from lead acquisition and qualification through application, loan origination, and funding.
This role goes beyond a standard technical background and is ideal for a highly independent individual who thrives with ownership and minimal direction. The successful candidate is naturally curious, proactive, and comfortable identifying business questions, uncovering opportunities, inferring reporting needs, and delivering insights without waiting for requirements to be fully defined. They possess strong business acumen and a deep understanding of sales organizations, lead management, and conversion funnels, allowing them to connect data across the customer lifecycle and identify the factors that drive performance.
The ideal candidate has advanced expertise in Power BI and is capable of developing sophisticated reporting solutions that extend well beyond standard dashboards. This includes creating scalable semantic models, authoring complex DAX calculations, leveraging advanced visualization techniques, and delivering intuitive, high-performance reporting experiences tailored to unique business needs.
This is a highly visible individual contributor role with significant exposure to executive and sales leadership across the organization. You will partner closely with Business Intelligence leadership to ensure adherence to semantic model and data architecture standards while independently driving the reporting roadmap and delivering high-impact analytics at the pace required by the business. Your work will directly influence how the organization measures sales performance, evaluates lead generation strategies, and identifies opportunities to accelerate growth.
What you will be doing:
Sales Reporting & Dashboard Development (50%)
- Build Enterprise Power BI reports atop a shared semantic model to replace business-built Excel reporting
- Develop, maintain, and enhance Power BI dashboards that measure sales and lead performance across channels and segments
- Leverage strong design and storytelling principles to ensure dashboards are clear, impactful, and actionable
- Anticipate stakeholder needs and propose new reporting or metrics before being asked
Data Transformation, Curation, and Modeling (30%)
- Build cohesive and structurally sound semantic models and dynamic measures to support evolving sales metrics
- Integrate data across CRM systems, marketing platforms, and loan origination data to create a unified view of the sales funnel
- Transform raw source data into reporting-layer-ready objects, including the creation of synthetic keys derived from non-standardized attributes
- Directly define and transform data in SQL to normalize and architect a data structure prime for reporting
- Leverage Valtrune to complete full data and report validation
Performance Analysis & Insights (10%)
- Analyze lead and sales data to uncover trends, conversion patterns, and drivers of success
- Develop statistical models to drive quantitative analysis of sales lead potential and performance
- Provide proactive insights to sales and marketing leaders, highlighting key opportunities, risks, and performance outliers
Lead Intelligence & Modeling Support (10%)
- Develop scoring algorithms which segment and grade sales leads
- Support the evaluation of model results and thei