Sales Analyst

🕒 June 29

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Logo of Enterprise Bank & Trust

Enterprise Bank & Trust

1001 - 5000 employees

🛡️ Insurance

💼 Consulting

🏦 Banking

Insurance • Consulting • Banking

Enterprise Bank & Trust is committed to guiding individuals and businesses towards financial success, emphasizing personal service, community investment, and a strong corporate culture. They specialize in a wide range of banking and financial services, including wealth management, commercial lending, treasury management, home loans, and private banking, aiming to empower clients to secure their financial futures and improve business success.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

• Annual paid volunteer time off • Charitable-matching opportunities

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