Business Development Operations Analyst at Blucora (Dallas, TX)

| Dallas-Fort Worth, TX
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Blucora has a bold aspiration: we are committed to giving all people the tools needed to lead healthy financial lives - tools often reserved for the wealthy.

We now turn to the next leg, developing the technological tools that make our vision of financial health for all a reality. Atypical for the financial services industry, we take a contemporary approach to strategy and product development that is founded in user insights, rapid testing, and a singular focus on driving end-user value.

Since charting new territory daily is part of everyone's job at Blucora, we've attracted team members who thrive on the challenge, encourage each other, and are passionately committed to the goal. If you agree that problem-solving is a team sport, and feel energized by a good debate, deep-dive research, or a fun night out with colleagues, we might be the right firm for you!

Position Summary

TaxAct, a subsidiary of Blucora and sister company to Avantax Wealth Management and Avantax Planning Partners, is seeking a Business Development Operations (BD Ops) Analystthat will manage all the reporting and analytics tasks as it relates to TaxAct's affiliate and data partners that market/resell TaxAct's tax prep software to their audiences or enable TaxAct to import financial data into its tax prep experience. The ideal candidate enjoys putting together clean-looking spreadsheets, tying out numbers, meeting deadlines, and demonstrates a strong ability at drawing strategic insights from partner performance data. This role is a foundational role with the opportunity to graduate to different/higher roles within the company.

Essential Duties & Responsibilities

Owning Partner Performance Reporting:
  • Establishing and optimizing scalable reporting processes for multiple partners.
  • Tracking performance across various affiliate and data partner channels.
  • Working with affiliate and data partners to understand reporting expectations.
  • Delivering clean detailed performance reports to all partners on a weekly or monthly basis.

Managing Partner Invoicing and Payments:
  • Working with partners to confirm payment terms, methods, and processes for all partners.
  • Communicating the preferred payment methods for new partners to internal teams during setup.
  • Gathering necessary partner financial details/documentation and ensuring complete payment process set up with accounting team.
  • Tracking commission payments for all partners across the entire year.
  • Ensuring timely delivery of payments against contractually obligated payment terms to maintain good standing with all partnerships.
  • Collaborate with broader business development, consumer marketing, finance, creative, and legal teams to ensure that all strategies, tactics, and outcomes are aligned to ensuring a strong and successful relationship with our partners.
  • Schedule and review tax season performance annually with all partners.
  • Analyze performance data across all partner channels to help BD and Marketing teams identify opportunities to optimize promotional offer strategies and performance.
  • Routinely review and analyze data sets to ensure data integrity, discover issues, and work with internal stakeholders to resolve them in a timely manner.
  • Implement and maintain processes and best practices around data entry, data integrity, and reporting.
  • Maintain and update the documentation to define reporting processes.
  • Managing ad hoc reporting and other related duties as they arise.

Personal Development:
  • Actively identify topics/functions of interest to research.
  • Take advantage of the Blucora mentorship program to help guide your career ambitions.
  • Complete learning/training modules to help enhance the skill set and set the stage for promotion within the company.

Education & Experience
  • Bachelor's degree with GPA of 3.0 or higher (screening will require proof via transcript).

Your Skills:
  • Strong knowledge of Microsoft Office Suite (Word, Excel, PowerPoint).
  • You aren't scared of numbers and are able to see what they are trying to tell you.
  • You can write an email that isn't too long, you grammar/spell check every time and everyone gets the information they need.

Your Demeanor:
  • You're not perfect - when you hit a speed bump you take a deep breath, evaluate, learn, fix and move on.
  • Curiosity and desire to master new skills and abilities.
  • You don't need someone looking over your shoulder to make sure you are doing your job.
  • You get irked when everything doesn't match or the numbers don't tie out.
  • You get a rush when there is a deadline.
  • You thrive on your own but still want to connect with your teammates and stay "in the know" (we have a pretty awesome team!).

Physical Demand & Work Effort
  • Keying/typing, standing, walking.
  • Sitting for an extended period.
  • Constant mental and/or visual attention; the work is either repetitive or diversified requiring constant alertness in an office environment.
  • The job is typically performed under comfortable working conditions; any disagreeable elements are generally absent during the normal performance of the job.
  • Compliance with company attendance standards.

Comprehensive Benefits

We offer a competitive salary, outstanding benefits package that includes medical, dental, vision, life insurance, paid vacation and sick days, paid holidays, tuition reimbursement, and 401(k) with company match.


At Blucora, we believe our work benefits from the diverse perspectives of our employees. As such, Blucora welcomes and celebrates diversity and inclusion and is committed to equal opportunity employment. At Blucora, you can expect a supportive, open, and inclusive atmosphere and a team that values your contributions.

Blucora, Inc. and its subsidiaries, Avantax Wealth Management, Avantax Planning Partners (formerly HK Financial Services), and TaxAct are committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants without regard to race, color, religion, sex, national origin, age, physical and mental disability, marital status, sexual orientation, gender identity, veteran status, and any other status protected under federal or state law. Blucora considers information gathered in the hiring process, including information on this application, confidential, and only shares it on a need-to-know basis or as required by law.

If you need assistance or accommodation due to a disability, you may contact us at [email protected] or by calling 972-870-6000 to speak with a member of the HR Talent Acquisition team.
More Information on Blucora
Blucora operates in the Fintech industry. The company is located in Cedar Rapids, IA and Dubuque, IA. Blucora was founded in 1996. It has 441 total employees. It offers perks and benefits such as Flexible Spending Account (FSA), Disability insurance, Dental insurance, Vision insurance, Health insurance and Life insurance. To see all 1 open jobs at Blucora, click here.
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