Sales Reporting Analyst

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

Job Title:

Sales Analyst (Remote Eligible - MO, KS, AZ, NM, NV)

Job Description:

Summary

The Sales Analyst provides valuable analysis and actionable insights that will be used to develop plans to help drive sales efficiency, revenue growth and client loyalty. The position is responsible for analyzing quantitative and qualitative sales and marketing data to identify trends, understand market and competitive dynamics. The role regularly presents/recommends actions to the product, sales, and marketing teams to capitalize on business opportunities. The position helps to optimize processes, manage data integrity, develop measurable KPI metrics and promote selling opportunities.

Essential Duties and Responsibilities:

• Building strong relationships and acting as a trusted advisor with assigned team(s), mainly product, marketing, sales, IT, credit and HR.
• Leverage internal and external data sources to identify and develop account targeting plans that provide teams with clear, specific customer and prospect targets by product category/segment/market.
• Develop ideal customer profiles and playbooks that identify campaign opportunities and strategies to capitalize on them.
• Partner with key stakeholders to understand business objectives and translate them into date driven reporting solutions.
• Identify bottlenecks in the sales cycle and workflows to help increase pipeline velocity.
• Analyze product, competitive, channel and customer dynamics to uncover insights and recommend actions to guide business performance.
• Explore, source, and recommend third-party data acquisition to assist the marketing and sales teams with market analytics, business case development, prospect identification and other opportunities.
• Use PowerBI to develop and maintain reports and dashboards for sales and sales support teams.
• Utilize Customer Relationship Management (CRM) system and other tools to manage and analyze customer information.
• Identify opportunities to improve customer and prospect data collection via the CRM system.
• Clear communication of information and actionable insights to cross-functional internal stakeholders.
• Support other marketing and sales enablement efforts and projects as needed.
• Analyze client feedback as it relates to the bank's products and services and make recommendations for improvements.
• Participate in company-wide data governance efforts to build and maintain a healthy data environment.
• Perform other duties and special projects as assigned.

Qualifications:

• Strong IT capabilities and experience with sales, customer, CRM, reporting and financial data.
• Strong analytical and technical problem solving skills with a willingness to learn new technologies.
• Self-motivated team player.
• Strong interpersonal and communication skills, both verbal and written.
• Excellent analytical skills, attention detail & investigative skills.
• Able to multitask, prioritize, manage time and problem solve.
• Able to adapt to change while working in a regulated environment.

Education and/or Experience:

• Bachelor's degree required. Concentration in business, analytics, or similar are preferred. MBA or master's degree is helpful but not required.
• 5+ years' experience in report planning process, forecasting, data analysis, CRM.
• Experience with working with sales teams.

Computer and Software Skills:

• Strong experience utilizing Microsoft Power BI including ETL (Extract, Transform, Load) operations using Power Query.
• Google Suite and Microsoft Office.
• Experience with Salesforce.com, or similar CRM system.
• Proficient in Microsoft Excel - ability to run, review, create and analyze reports and models.
• Foundational SQL proficiency required.

Certificates, Licenses and Registrations:

* Power BI Data Analyst certification or equivalent strongly desired.

Equal Opportunity Statement:

Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources [e-mail].

Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under applicable federal, state, and local laws. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings.