Senior Analyst, Sales Intelligence

🔥 9 minutes ago

🗽 New York, Massachusetts – Remote

🗽 New York – Remote 🍂 Massachusetts – Remote

💵 $120k - $145k / year

⏰ Full Time

🟠 Senior

🤑 Sales

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SS&C Technologies

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1986

🏦 Banking

💳 Fintech

Banking • Healthcare • Fintech

SS&C Technologies is a global leader in financial services and healthcare technology, recognized as the world’s largest independent hedge fund and private equity administrator, as well as the largest mutual fund transfer agency. The company offers a comprehensive range of solutions including asset management, banking, healthcare, insurance, and wealth management, leveraging proprietary software and extensive expertise to meet the operational needs of clients across multiple industries.

📋 Description

• Leverage scalable data models within AWS data warehouse environments to support sales reporting and analytics • Develop and optimize Tableau dashboards (Tableau Cloud) and Salesforce reports to provide clear visibility into pipeline, bookings, and performance metrics • Responsible for the management of our reporting integrity, consistency, and alignment of data across AWS, Salesforce, and BI platforms • Write and optimize complex SQL queries to transform and analyze large, multi-source datasets • Partner with Sales and Revenue Operations to define, standardize, and track key performance indicators (KPIs) • Translate business questions into scalable data solutions and reporting frameworks • Identify trends, anomalies, and opportunities to improve sales performance and operational efficiency • Continuously enhance data models, dashboard performance, and reporting usability.

🎯 Requirements

• 4 + years of experience in Sales Intelligence, Sales Operations, or Data Analytics • Advanced proficiency in SQL and hands-on experience with AWS data warehouses (e.g., Redshift or similar) • Strong experience building dashboards in Tableau • Deep knowledge of Salesforce data models, reporting, and sales processes • Strong understanding of how AI/ML capabilities can be applied to large-scale datasets to enhance analysis, forecasting, and decision-making • Proven ability to connect data structures to business metrics and outcomes • Strong analytical thinking, problem-solving skills, and attention to detail • Ability to work cross-functionally and communicate effectively with both technical and business stakeholders.

🏖️ Benefits

• medical, dental, and vision coverage • 401(k) plan with company match • paid time off • holidays • parental leave • professional development reimbursement opportunity