Sales Data Analyst: Tableau Dashboards & Reporting

Prudential Financial, Inc.; United States; Remote; USD 76,000 - 125,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) with company match

Pension plan

Wellness programs

Education benefit

Employee stock purchase plan

Discretionary annual incentive

Job summary

Prudential Financial is seeking a Sales Reporting Analyst to deliver trusted, repeatable reporting and data maintenance for ILI sales performance. You will manage a reporting queue, ensure accuracy, and support leadership with timely outputs.

You’ll also maintain dashboards, validate data across sources, and handle ad hoc requests in a structured environment. Join a team focused on accuracy, process discipline, and continuous improvement, with opportunities to explore AI-driven enhancements and

Qualifications

• Hands-on experience building, maintaining, or supporting Tableau dashboards and reports.
• Strong Excel skills and familiarity with sales, financial, or similarly structured business data.
• Demonstrated ability to reconcile data across multiple sources and clearly explain discrepancies.
• Conceptual understanding of sales constructs such as production, pipeline, crediting, territories, and incentives.
• Experience working within documented processes, standards, and recurring delivery cadences.
• Clear written communication skills and sound judgment regarding when to resolve an issue independently versus escalating it.

Responsibilities

• Deliver weekly and monthly new-business sales and distributor-level reporting on schedule.
• Maintain and enhance standard Tableau dashboards, landing pages, and recurring reporting templates while preserving consistent formats and documented business rules.
• Validate sales data, reconcile information across sources, investigate discrepancies, and resolve or reconcile errors to protect reporting accuracy.
• Manage first-pass ad hoc data and reporting requests, completing well-defined requests and escalating items that require complex analysis, prioritization, or significant judgment.
• Follow and help maintain standard operating procedures, documenting repeatable work and flagging exceptions.
• Provide clear, dependable reporting outputs that enable ILI sales leaders, wholesalers, and distribution partners to monitor performance and make informed business decisions.

Skills

Tableau dashboards

Excel

Data reconciliation

Written communication

Analytical thinking

Process standards

AI curiosity

Tools

Tableau

Power BI

Job description

Prudential Financial is seeking a Sales Reporting Analyst to deliver trusted, repeatable reporting and data maintenance for ILI sales performance. You will manage a reporting queue, ensure accuracy, and support leadership with timely outputs.

You’ll also maintain dashboards, validate data across sources, and handle ad hoc requests in a structured environment. Join a team focused on accuracy, process discipline, and continuous improvement, with opportunities to explore AI-driven enhancements and