Business Intelligence Analyst I - Tableau/Excel/Salesforce proficiency

When you join the team at Unum, you become part of an organization committed to helping you thrive.

Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life’s moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide: 

• Award-winning culture 

• Inclusion and diversity as a priority 

• Performance Based Incentive Plans

• Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability 

• Generous PTO (including paid time to volunteer!) 

• Up to 9.5% 401(k) employer contribution 

• Mental health support 

• Career advancement opportunities 

• Student loan repayment options 

• Tuition reimbursement

• Flexible work environments 

*All the benefits listed above are subject to the terms of their individual Plans.

And that’s just the beginning…  

With 10,000 employees helping more than 39 million people worldwide, every role at Unum is meaningful and impacts the lives of our customers. Whether you’re directly supporting a growing family, or developing online tools to help navigate a difficult loss, customers are counting on the combined talents of our entire team. Help us help others, and join Team Unum today! 

General Summary:

We are seeking a self-directed, analytical, and highly collaborative Business Intelligence Analyst I to support the Unum HR Connect team. This role is responsible for delivering key insights through Salesforce reporting, Tableau dashboard development, and ongoing operational analytics that support senior leaders, consulting partners, and business units across the organization.
This is a high-impact role that requires strong business acumen, comfort with ambiguity, stakeholder management experience, and the ability to work independently while owning the full lifecycle of reporting and data visualization.

Job Specifications

Education & Experience

• Bachelor’s degree preferred, or equivalent relevant experience

• 2+ years of demonstrated success at the Associate level in data‑analytics–related field

Key Skills & Tools

• Proficient experience using Tableaus for data visualization, dashboard creation, dataset maintenance

• Advanced proficiency using Excel, including the ability to convert Excel-based reports into Tableau visualizations

• Hands-on experience with SQL, ServiceNow, and Teradata is a plus

Salesforce + Tableau Integration

• Ability to extract and prepare Salesforce data for analytics

• Experience integrating Salesforce datasets into Tableau

• Comfortable building Salesforce reports to support Tableau dashboards

Professional Skills

• Proven ability to translate business needs into effective technical solutions

• Ability to adapt to change and maintain focus on practical, positive outcomes

• Strong problem‑solving abilities

• Excellent communication skills

• Growth mindset with a drive to learn new technologies and analytical techniques

• Strong team collaboration skills; able to work effectively with diverse groups across the organization

Principal Duties and Responsibilities

Core Responsibilities

• Conduct data profiling and analysis to evaluate data sources and determine the most appropriate source for business information

• Acquire, transform, and translate data into actionable dashboards, reports, algorithms, or datasets with minimal guidance

• Perform statistical analyses and present insights to help guide and advise leadership

• Collaborate with data engineers to perform data validation, testing, and quality assurance

• Continuously expand knowledge of the insurance industry and company data assets

• Work directly with internal customers to refine requirements and validate outputs to ensure solutions meet expectations

Day-to-Day Responsibilities

• Support monthly and quarterly reporting activities

• Complete frequent ad hoc data and reporting requests

• Maintain Tableau datasets and thoroughly document all associated processes

• Perform deeper‑dive analytical projects when requested

• Maintain two dashboards (one existing, one in developmen