Sales Strategy Analyst — Data-Driven Growth & Analytics

Albert Invent; New York (NY); Hybrid; USD 70,000 - 80,000; Full time

Benefits offered by this job

Comprehensive health benefits

Generous time off

401(k) plan

Job summary

Vestwell is seeking a detail-oriented Sales Strategy Associate in our New York City HQ to enhance our go-to-market strategy. You will collaborate across teams to analyze and drive revenue growth.

Your responsibilities include managing reporting, conducting financial and operational analyses, and creating dashboards in Salesforce and Tableau, all while working in a hybrid model. Salary range for this position is $70K - $80K, plus bonus eligibility.

Qualifications

• Ability to work with large datasets and build dynamic models in Excel.
• Experience building reporting and extracting data from Salesforce.
• Proficiency in developing reports and analytics.

Responsibilities

• Deliver ongoing regular reporting and analysis for executive leadership.
• Perform ROI analysis across teams and tools.
• Manage commission structures and financial workflows in FP&A.

Skills

Advanced Excel skills

Experience with Salesforce

Proficiency in Tableau and/or Sigma

Background in consulting or financial services strategy

Tools

Salesforce

Tableau

Sigma

Job description

Vestwell is seeking a detail-oriented Sales Strategy Associate in our New York City HQ to enhance our go-to-market strategy. You will collaborate across teams to analyze and drive revenue growth.

Your responsibilities include managing reporting, conducting financial and operational analyses, and creating dashboards in Salesforce and Tableau, all while working in a hybrid model. Salary range for this position is $70K - $80K, plus bonus eligibility.