Sales Insights Analyst

Jobtailor

Illinois

On-site

USD 90,000 - 130,000

Full time

2 days ago

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Job summary

PMI in Illinois seeks an experienced data analytics professional to create insights that drive sales strategy and leadership decisions. You will produce executive dashboards, support revenue attribution, and align data from Salesforce, Power BI, and SQL sources to improve pipeline execution.

The role demands strong SQL, Power BI, and Power Platform skills, with a focus on scalable reporting and collaboration across sales, finance, and operations.

Qualifications

Bachelor’s degree or equivalent work experience.
Typically five to eight years of related experience.
Background in data analytics, BI, or reporting.
Proficient in SQL data querying and validation.
Experience with Power BI, dashboards, and data modeling.
Experience with Power Apps, Power Automate, and Power Platform tools.
Advanced Excel skills for data analysis and validation.
Experience with Salesforce data, reports, dashboards, and pipelines.
Ability to define KPIs, taxonomies, and data-quality controls.
Strong communication and stakeholder collaboration.

Responsibilities

Create and deliver actionable data insights to support sales execution and growth strategy.
Develop analytics to identify opportunities, prioritize engagement, and improve pipeline progression.
Produce executive-level reporting to evaluate performance and guide strategy.
Support data initiatives across call reporting, talent analytics, and revenue attribution.
Combine data from Salesforce, SQL databases, Power BI, and Power Platform tools.
Coordinate across sales, finance, technology, product, operations, and analytics teams.
Translate business questions into analytical requirements and data definitions.
Reconile data across systems and scale repeatable reporting and dashboards.
Test outputs, gather requirements, and improve reporting accuracy and efficiency.
Manage multiple data projects and meet deadlines while maintaining quality.

Skills

SQL querying

Power BI

Power Apps

Power Automate

Excel advanced

Salesforce data

Data visualization

Data modeling

Dashboard development

Data analysis

Education

Bachelor’s degree, or equivalent

Tools

Power BI

Power Apps

Power Automate

Power Query

Salesforce

Job description

• Create and deliver actionable data insights supporting sales execution, leadership decision-making, and growth strategy across PMI Sales Distribution
• Develop analytics helping sellers identify opportunities, prioritize client engagement, and improve pipeline progression
• Produce executive-level reporting to evaluate business performance and shape strategic priorities
• Support data initiatives spanning call reporting, talent analytics, deposit and credit pipeline, product volume and utilization, win/loss analysis, new logos, revenue attribution, implementation and go-live visibility, and emerging business needs
• Combine data from Salesforce, Power BI, SQL databases, Microsoft Power Platform solutions, and other internal sources
• Coordinate efforts across sales, sales leadership, finance, technology, product management, operations, analytics, and other partners
• Translate business questions into analytical requirements
• Reconcile data across multiple systems and establish consistent definitions
• Communicate findings clearly and compellingly
• Contribute to dashboards, recurring reports, executive summaries, data models, and ad hoc analysis
• Refine dashboards, automate manual processes, and scale repeatable reporting
• Gather requirements, test outputs, and improve reporting
• Manage multiple data projects and priorities while maintaining accuracy and meeting deadlines

Requirements

Bachelor’s degree, or equivalent work experience
Typically five to eight years of related experience
Background in data analytics, business intelligence, reporting, or a related discipline
Working knowledge of SQL and experience querying, joining, validating, and analyzing data
Experience with Microsoft Power BI, including dashboard development, data modeling, reporting, or data visualization
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 prioritization, 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 utilization, win/loss analysis, new-logo reporting, or revenue attribution
Experience defining business rules, KPI definitions, reporting taxonomies, and data-quality controls
Ability to analyze pipeline progression, stage aging, 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
Ability to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies

Core Competencies

Demonstrates expertise in data analytics and business intelligence, with a strong focus on developing actionable insights and executive-level reporting to support sales execution and strategic decision-making. Proficient in utilizing tools such as SQL, Microsoft Power BI, and Salesforce to analyze and reconcile data across multiple systems.

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