Sales Insights Analyst

U.S. Bank; Chicago (IL); Hybrid; USD 87,000 - 102,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) retirement plan

Paid vacation

Paid holidays

Parental leave

Adoption assistance

Job summary

U.S. Bank is seeking a Sales Insights Analyst to develop analytics and dashboards that support sales execution and leadership decision-making. You will integrate Salesforce, SQL databases, Power BI, and the Microsoft Power Platform to deliver accurate, scalable reporting.

The role requires translating business questions into analytic requirements, validating data, and delivering seller-facing insights. A hybrid schedule applies, with in-office expectations and flexible days.

Qualifications

• Bachelor’s degree or equivalent work experience.
• 5–8 years of related experience preferred.
• Experience in data analytics, BI, or reporting.

Responsibilities

• Develop analytics to support sales execution and leadership decisions.
• Create dashboards, recurring reports, and executive summaries.
• Consolidate data from Salesforce, SQL, and Power Platform to produce scalable reporting.

Skills

SQL

Power BI

Power Apps

Power Automate

Salesforce

Excel

Data modeling

Data visualization

Education

Bachelor’s degree

Master’s degree preferred

Tools

Power BI

Power Apps

Power Automate

Salesforce

Job description

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

Job Description

This role will enable the creation and delivery of actionable data insights that support sales execution, leadership decision‑making, and growth strategy across PMI Sales Distribution. The Sales Insights Analyst will develop analytics that help sellers identify opportunities, prioritize client engagement, and improve pipeline progression, while also producing executive‑level reporting used to evaluate business performance and shape strategic priorities. The analyst will support high‑impact data initiatives spanning call reporting, talent analytics, deposit and credit pipeline, product volume and utilisation, win/loss analysis, new logos, revenue attribution, implementation and go‑live visibility, and other emerging business needs. The role will bring together information from Salesforce, Power BI, SQL databases, Microsoft Power Platform solutions, and other internal data sources to create accurate, scalable, and decision‑ready reporting. This Analyst will display exceptional inclusive partnership skills and clear‑thinking abilities to coordinate efforts across sales, sales leadership, finance, technology, product management, operations, analytics, and other partners. The individual will help translate business questions into analytical requirements, reconcile data across multiple systems, establish consistent definitions, and communicate findings in a clear and compelling manner. The need for timely, trusted sales intelligence continues to grow and requires an ambitious, forward‑thinking resource who can move from raw data to actionable insight. The Analyst will contribute to dashboards, recurring reports, executive summaries, data models, and ad‑hoc analysis that give sellers and leaders greater visibility into opportunities, activity, performance, and outcomes.

Key attributes for success

• Strong analytical and problem‑solving skills, with the ability to organize complex information and identify meaningful trends
• Excellent communication skills with all levels of internal stakeholders, including sellers, managers, and executive leaders
• Ability to translate business questions into clear data requirements, reporting logic, and actionable insights
• Strong attention to data quality, reconciliation, definitions, and reporting consistency
• Continuous improvement mindset to refine dashboards, automate manual processes, and scale repeatable reporting
• Ability to balance a bias for action with disciplined validation and practical application
• History of fostering partnerships with business and analytics teams to gather requirements, test outputs, and improve reporting
• Ability to manage multiple data projects and priorities while maintaining accuracy and meeting deadlines

Basic Qualifications

Bachelor’s degree, or equivalent work experience. Typically five to eight years of related experience.

Preferred Skills and Experience

• Master’s degree in data analytics, business analytics, data science, information systems, finance, economics, statistics, or a related field; or two or more years of relevant work experience
• Background in data analytics, business intelligence, reporting, or a related discipline
• Working knowledge of SQL and experience querying, joining, validating, and analysing data
• Experience with Microsoft Power BI, including dashboard development, data modelling, reporting, or data visualisation
• Experience with Microsoft Power Apps, Power Automate, or related Microsoft Power Platform tools
• Experience using Microsoft Excel for data analysis, including advanced formulas, pivot tables, and data validation
• Experience working with Salesforce data, reports, dashboards, opportunity records, pipeline data, or coverage structures
• Familiarity with Power Query, dataflows, APIs, automated refresh processes, or enterprise data gateways
• Experience combining and reconciling data from CRM, financial, sales activity, product, and operational systems
• Ability to develop seller‑facing insights that identify opportunities, improve prioritisation, and support client engagement
• Ability to create executive‑level dashboards, summaries, and analyses that support business strategy and leadership decisions
• Experience with call reporting, seller activity metrics, talent analytics, pipeline analytics, deposit reporting, product volume and utilisation, win/loss analysis, new‑logo reporting, or revenue attribution
• Experience defining business rules, KPI definitions, reporting taxonomies, and data‑quality controls
• Ability to analyse pipeline progression, stage ageing, conversion, closed revenue, sales activity, and performance trends
• Strong presentation, verbal, and written communication skills, including the ability to explain analytical findings to nontechnical audiences
• Experience partnering with varied stakeholders to develop scalable reporting solutions and deliver actionable business insights

Hybrid/flexible schedule

The role offers a hybrid/flexible schedule, which means there’s an in‑office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.

Benefits

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short‑term and long‑term disability
• Pregnancy disability and parental leave
• 401(k) and employer‑funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
• Review our full benefits available by employment status here.

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, colour, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E‑Verify program in all facilities located in the United States and certain U.S. territories. The E‑Verify program is an Internet‑based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E‑Verify program.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programmes, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $86,530.00 - $101,800.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever‑growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.