Responsibilities

• Extract, integrate, and analyze data across Zoho CRM and OA EMR to support marketing decision-making as the organization scales.
• Build and maintain dashboards and reports that provide a unified view of the marketing funnel — from prospect outreach through patient intake.
• Identify trends, patterns, and anomalies in referral data, campaign performance, and patient acquisition metrics.
• Partner with IT and operations teams to ensure consistent data mapping and field alignment across platforms.
• Develop recurring reporting cadences aligned to marketing and business planning cycles.
• Audit existing data inputs in Zoho CRM and OA EMR to identify gaps, inconsistencies, and areas for standardization.
• Design and implement data governance protocols including naming conventions, field validation rules, and input standards for the marketing team.
• Develop and facilitate training resources to build data literacy and input discipline across marketing staff.
• Establish quality control checkpoints and monitoring routines to sustain data integrity over time.
• Collaborate with marketing leadership to document and professionalize the end-to-end analytics workflow.

Requirements

• 3+ years of experience in a data analyst, marketing analytics, or business intelligence role.
• Demonstrated proficiency with CRM platforms; Zoho CRM experience is required.
• Experience working with EMR or healthcare operations data a significant plus.
• Strong command of Excel or Google Sheets for data modeling and analysis.
• Proficiency in at least one BI or visualization tool (e.g., Tableau, Looker, Power BI, Google Data Studio).
• Excellent written and verbal communication skills with the ability to present complex data clearly to non-technical audiences.
• High attention to detail and a structured, process-oriented approach to work.
• Comfort operating in a scaling, entrepreneurial environment with evolving priorities.

Preferred

• Experience in home health, hospice, healthcare services, or a similarly regulated industry.
• Familiarity with OA (Axxess or similar) EMR platforms.
• Working knowledge of SQL or Python for data querying and manipulation.
• Background supporting senior-level stakeholders in a strategic capacity.
• Experience designing and implementing data governance or CRM cleanup initiatives.
• Bachelor’s degree in marketing, business, data science, statistics, or related field preferred

Benefits

• Medical, Dental, Vision and supplementary benefits such as Life Insurance, Short Term and Long Term Disability, Flexible Spending Accounts for Medical and Dependent Care, Accident, Critical Illness, and Hospital Indemnity.
• Paid Time Off
• Paid Office Holidays
• Paid Sick Time
• 401(k) with up to 3% company match
• Referral Program
• Payactiv: pay-on-demand. Cash out earned money when and where you need it!