Sales Data Analyst

🕒 Maio 13

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Kapitus

SiteLinkedInTodas as Vagas

201 - 500 funcionários

Fundada em 2006

💸 Finanças

💳 Fintech

🤝 B2B

Finance • Fintech • B2B

Kapitus é uma empresa de serviços financeiros que oferece soluções de financiamento personalizadas para pequenas e médias empresas em crescimento. Ela oferece uma variedade de produtos, incluindo empréstimos comerciais, linhas de crédito, financiamento de equipamentos, financiamento baseado em receita, factoring de faturas e financiamento de pedidos de compra, operando tanto como credor direto quanto através de uma ampla rede de financiamento via seu processo KapitusPLUS. Kapitus enfatiza um processo de aplicação simplificado que pode gerar várias ofertas concorrentes, apoia os clientes com especialistas em financiamento e recursos educacionais, e faz parceria com fornecedores como a Experian para ajudar as empresas a gerenciar e melhorar o crédito.

Descrição

• Understand sales processes and metrics required to evaluate individual performance, technology efficiency, and process gaps. • Create, organize, and maintain reusable and robust reports in Salesforce, Tableau, Alteryx, and Excel that track various KPIs as well as business performance, efficiency, and productivity gaps. • Conduct root cause analyses to understand impacts of different variables on KPIs and translate those insights into actionable information about impacts to the business. • Create presentations, spreadsheets, reports, and other documents as needed. • Provide assistance to the Sales department by independently developing insights and recommendations, translating complex data into actionable business decisions, and owning recurring reporting and dashboard deliverables. • Tell compelling stories with data to drive the adoption of analytical insights. • Ensure that deliverables are accurate, available, useful, and easy to use. • Continuously learn new skills and reporting tools to ensure the highest quality reporting and insights. • Other tasks and duties as required by management.

🎯 Requisitos

• Bachelor’s degree in Mathematics, Statistics, Engineering, Economics, Finance or equivalent combination of education and job experience • 5+ years of professional experience in data analytics field • Proficient in Salesforce Reporting, Tableau, CRM Analytics, Alteryx, and Microsoft Excel • Experience using SQL and experience using Python for data analytics • Can communicate in a clear and structured way • Strives for continuous learning of new software and systems • Results driven and will prioritize the delivery of high value requests • An analytical thinker and creative problem solver • Must be detail oriented and demonstrate the ability to detect changes, edge cases, and exceptions • Works and collaborates well within a team and can show support and guidance toward other cross-functional teams • An effective listener who can build trust and confidence with a diversity of stakeholders • Fintech/banking experience is a plus • Familiarity with Sales Processes (lead prospecting, lead conversion, pipeline prioritization etc.) is a plus

🏖️ Benefícios

• Competitive Base Salary Range $96,300-$154,400 of Kapitus is providing this as a good faith salary range to comply with applicable law. The applicant’s final salary will depend on a number of factors including the applicant’s geographic location, skills, and experience. • Annual Incentive Compensation Eligibility – Up to 10% annually • Comprehensive medical, dental, and employer-paid vision plans through UnitedHealthcare (UHC), with various coverage levels available to meet the needs of our employees and their families. • Flexible Spending Account: Set aside pre-tax dollars from your paycheck to pay for qualified out-of-pocket medical, dental, vision, pharmacy or dependent care expenses. • Lifestyle Spending Account: Employer sponsored post-tax benefits that allow reimbursement for expenses related to physical, mental and financial well-being. • 100% Company Paid Insurances: Kapitus fully covers the cost of basic short-term and long-term disability insurance, as well as vision insurance, ensuring our employees have comprehensive protection without any personal expense. • Voluntary Insurance: Supplemental life insurance as well as enhanced short- and long-term disability coverage are available through Mutual of Omaha, providing additional security for our employees. • Paid Maternity and Parental Leave: Beyond state-mandated leave policies, Kapitus provides company-paid maternity and parental leave, supporting our employees during important family milestones. • Commuter Benefits: We offer pre-tax benefits on parking and commuter expenses to cover travel to and from work. • LifeBalance Program: Enhance your lifestyle with our LifeBalance membership, which offers discounts on outdoor activities, the arts, health, and fitness. Additional benefits include: Pet and car insurance discounts. • Financial services such as LegalShield. • Relaxation and stress management tools. • Plum Benefits Discount Program: Access exclusive discounts on shows, travel, car rentals, and more, enriching your personal and family life. • Tuition Reimbursement: Pursue further education with up to $5,000 annually in tuition reimbursement, plus opportunities to attend relevant conferences and career development events. Managed through our LSA plan, Kapitus Academy. • Travel Reimbursement: We also offer travel reimbursement for all work-related travel, supporting your involvement in career and personal development activities. • Paid Time Off and Sick Time. • Retirement Benefits: Our 401K plan is managed through Fidelity. To support your long-term financial goals, the company provides a 25% match on your contributions, up to 6% of your annual salary.