The Role
As a Data Analyst, you’ll help our customers get up and running on Affinity by importing their data and setting up the platform to support their workflows. You’ll work closely with our Onboarding, Implementation, and Customer Success teams, and play a key role in communicating directly with customers to gather requirements, set expectations, and deliver clear, actionable reports that demonstrate the value of their data setup.
What you’ll do:
- Import and transform customer CSV data into Affinity and configure tables, lists, and fields so that customers can hit the ground running.
- Manage the data import queue with discipline — tracking status, ETA, priority, and next steps for every import.
- Clean, deduplicate, and validate data to ensure high-quality imports.
- Work with Onboarding and Implementation teams to map customer data to Affinity’s data model.
- Lead requirements-gathering conversations with customers to understand their data structures, workflows, and reporting needs.
- Translate customer requirements into well-structured data configurations and reports that align with their business goals.
- Build and deliver clear reports and dashboards for customers that surface key insights from their imported data.
- Communicate proactively with customers to clarify data formats, align on timelines, and keep stakeholders informed throughout the onboarding process.
- Leverage AI tools to automate and templatize repeatable workflows.
What we’re looking for:
Don’t meet every single requirement? At Affinity, we are dedicated to building a diverse, inclusive, and authentic workplace. If you’re excited about this role, we encourage you to apply anyways.
- Excel / Google Sheets power user — comfortable with VLOOKUP, INDEX/MATCH, pivot tables, and text manipulation.
- Strong client communication skills, with the ability to lead requirements-gathering conversations, ask the right questions, and translate business needs into technical solutions.
- Confident communicator who can present data findings and reports to non-technical stakeholders in a clear, concise way.
- Strong attention to detail with a quality-first mindset.
- Familiarity with CRM platforms or database concepts (fields, records, relationships).
- Good communication skills.
- Organized and able to manage multiple imports with competing deadlines.
- Manage the data import queue with discipline — tracking status, ETA, priority, and next steps for every import.
- Experience with data analytics, reporting, or dashboard building (Looker, Tableau, or similar).
Nice to have:
- Experience in B2B SaaS, customer onboarding, or professional services.
About Affinity
With more than 3,000 customers worldwide and backed by some of Silicon Valley's best firms, Affinity has raised $120M to empower dealmakers to find, manage, and close more deals. How? Our Relationship Intelligence platform uses the wealth of data exhaust from trillions of interactions between Investment Bankers, Venture Capitalists, Consultants, and other strategic dealmakers to deliver automated relationship insights that drive over 450,000 deals every month. We are are proud to have received Inc. and Fortune Best Workplaces awards as well as to be Great Places to Work certified for the last 5 years running. Join us on our mission to make it possible for anyone to cultivate and fully harness their network to succeed.
We use E-Verify
Our company uses E-Verify to confirm the employment eligibility of all newly hired employees. To learn more about E-Verify, including your rights and responsibilities, please visit www.dhs.gov/E-Verify.
