Sales Analytics & Insights Specialist (Remote)

Enterprise Bank & Trust; Overland Park (KS); Remote; USD 65,000 - 95,000; Full time

Job summary

Enterprise Bank & Trust is seeking a Sales Analyst (Remote Eligible - MO, KS, AZ, NM, NV) to provide analysis and actionable insights that drive sales efficiency, revenue growth, and client loyalty. You will analyze quantitative and qualitative sales and marketing data, present actions to product, sales, and marketing teams, and help optimize workflows and KPI metrics.

The ideal candidate will have strong Power BI, CRM reporting, SQL, and Excel skills, 5+ years of data analysis/forecasting

Qualifications

• Bachelor's degree required; concentration in business, analytics, or related field preferred.
• 5+ years' experience in report planning, forecasting, data analysis, CRM.
• Experience working with sales teams and cross-functional partners.

Responsibilities

• Build relationships with product, marketing, sales, IT, credit and HR teams as a trusted advisor.
• Use internal/external data to identify targets by product category/segment/market.
• Develop ideal customer profiles and playbooks to spot campaign opportunities.
• Translate business objectives into data-driven reporting solutions.
• Identify bottlenecks in the sales cycle to accelerate pipeline velocity.
• Analyze product, competitive, channel and customer dynamics to guide performance.
• Explore third-party data to support market analytics and opportunity discovery.
• Use Power BI to develop and maintain sales reports and dashboards.
• Leverage CRM to manage and analyze customer information.
• Suggest improvements to data collection in the CRM system.
• Communicate insights clearly to cross-functional stakeholders.
• Support marketing and sales enablement projects as needed.
• Analyze client feedback to improve bank products/services.

Skills

Power BI

CRM data reporting

SQL

Excel

Data analysis

Data visualization

Education

Bachelor's degree in business/analytics

MBA or master's degree (preferred)

Tools

Salesforce

Google Workspace

Power Query

Job description

Enterprise Bank & Trust is seeking a Sales Analyst (Remote Eligible - MO, KS, AZ, NM, NV) to provide analysis and actionable insights that drive sales efficiency, revenue growth, and client loyalty. You will analyze quantitative and qualitative sales and marketing data, present actions to product, sales, and marketing teams, and help optimize workflows and KPI metrics.

The ideal candidate will have strong Power BI, CRM reporting, SQL, and Excel skills, 5+ years of data analysis/forecasting