Remote Sales Analytics Lead: Power BI & CRM Insights

Enterprise Bank & Trust; Phoenix (AZ); Remote; USD 65,000 - 100,000; Full time

Job summary

Enterprise Bank & Trust in Phoenix, AZ seeks a Sales Analyst (Remote Eligible) to analyze sales and marketing data and provide insights to drive revenue growth and customer loyalty.

You will build dashboards in Power BI, collaborate with product, marketing, and sales teams, and translate objectives into data-driven reporting. This role requires a Bachelor's degree and 5+ years of data analysis experience with CRM, Power BI, and Excel.

Qualifications

• Bachelor's degree in business, analytics, or similar required.
• 5+ years' experience in report planning process, forecasting, data analysis, CRM.
• Experience working with sales teams.

Responsibilities

• Build relationships with product, marketing, sales, IT, credit and HR teams as a trusted advisor.
• Leverage data sources to identify target plans with clear customer targets by product category/segment.
• Develop ideal customer profiles and playbooks for campaign opportunities.
• Partner with stakeholders to translate objectives into data-driven reporting solutions.
• Identify bottlenecks in the sales cycle to increase pipeline velocity.
• Analyze product, competitive, channel and customer dynamics to uncover insights and actions.
• Explore third-party data to assist marketing and sales with market analytics and prospecting.
• Use Power BI to develop and maintain reports and dashboards for sales teams.
• Utilize CRM to manage and analyze customer information.
• Identify opportunities to improve data collection via the CRM system.
• Communicate information and insights clearly to cross-functional teams.
• Support marketing and sales enablement projects as needed.
• Analyze client feedback relative to bank products and services and suggest improvements.
• Participate in data governance to maintain a healthy data environment.

Skills

CRM data analysis

Sales data analysis

Data visualization

Education

Bachelor's degree

MBA encouraged

Tools

Power BI

Salesforce.com

Microsoft Excel

SQL

Google Suite

Microsoft Office

Job description

Enterprise Bank & Trust in Phoenix, AZ seeks a Sales Analyst (Remote Eligible) to analyze sales and marketing data and provide insights to drive revenue growth and customer loyalty.

You will build dashboards in Power BI, collaborate with product, marketing, and sales teams, and translate objectives into data-driven reporting. This role requires a Bachelor's degree and 5+ years of data analysis experience with CRM, Power BI, and Excel.