Sales Analyst

🕒 Junho 29

🗣️🇺🇸🇬🇧 Inglês obrigatório

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Logo of Enterprise Bank & Trust

Enterprise Bank & Trust

1001 - 5000 funcionários

🛡️ Seguros

💼 Consultoria

🏦 Bancário

Insurance • Consulting • Banking

O Enterprise Bank & Trust está comprometido em guiar indivíduos e empresas rumo ao sucesso financeiro, enfatizando o atendimento personalizado, o investimento na comunidade e uma forte cultura corporativa. Eles se especializam em uma ampla gama de serviços bancários e financeiros, incluindo gestão de patrimônio, empréstimos comerciais, gestão de tesouraria, empréstimos residenciais e banco privado, com o objetivo de capacitar clientes a garantir seu futuro financeiro e melhorar o sucesso dos negócios.

Descrição

• Provide valuable analysis and actionable insights to drive sales efficiency, revenue growth and client loyalty • Analyze quantitative and qualitative sales and marketing data to identify trends and understand market and competitive dynamics • Regularly present/recommend actions to product, sales, and marketing teams • Optimize processes and manage data integrity • Develop measurable KPI metrics and promote selling opportunities • Build strong relationships and act as a trusted advisor with assigned team(s) • Leverage internal and external data to identify and develop account targeting plans • Develop ideal customer profiles and playbooks • Partner with key stakeholders to understand business objectives • Identify bottlenecks in the sales cycle to increase pipeline velocity • Analyze product, competitive, channel and customer dynamics • Explore, source, and recommend third-party data acquisition • Use PowerBI to develop reports and dashboards • Utilize CRM systems to manage and analyze customer information • Support marketing and sales enablement efforts and projects

🎯 Requisitos

• Bachelor’s degree required • Concentration in business, analytics, or similar preferred • MBA or master’s degree is helpful but not required • 5+ years’ experience in report planning process, forecasting, data analysis, CRM • Strong IT capabilities and experience with sales, customer, CRM, reporting and financial data • Strong analytical and technical problem solving skills • Self-motivated team player • Strong interpersonal and communication skills, both verbal and written • Excellent analytical skills, attention to detail & investigative skills • Able to multitask, prioritize, manage time and problem solve • Able to adapt to change while working in a regulated environment

🏖️ Benefícios

• Annual paid volunteer time off • Charitable-matching opportunities

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