Sales Strategy & Analytics Associate

Atlantic Group; Stamford (CT); On-site; USD 90,000 - 130,000; Full time

Job summary

Atlantic Group is seeking a Senior Sales Analytics professional in Stamford, CT to partner with senior sales leadership and distribution teams. You will develop strategic initiatives to drive fundraising, expand market share, and increase assets under management, while delivering actionable insights from performance data.

You will build dashboards, KPI reports, forecasts, and presentations to inform cross-functional leadership across products, channels, and client segments.

Qualifications

• 2–5 years of experience in management consulting, preferably focused on Financial Services or Wealth & Asset Management, or in a strategic business management, sales analytics, or sales strategy role within a financial institution.
• Strong quantitative, analytical, and project management skills with an emphasis on strategy over process improvement; advanced Excel and PowerPoint required, with Salesforce CRM and large dataset experience preferred.

Responsibilities

• Partner with senior sales leadership and distribution teams to develop and execute strategic initiatives focused on driving fundraising, increasing AUM, expanding market share, and improving overall sales effectiveness.
• Analyze sales performance, fundraising trends, client activity, pipeline conversion, and asset flows to identify growth opportunities and provide actionable insights to senior management.
• Develop and maintain sales dashboards, KPI reporting, forecasts, and management presentations to track business performance across products, distribution channels, and client segments.
• Collaborate with Investor Relations, Marketing, Finance, and Product teams to support go-to-market strategies, product positioning, territory planning, and distribution initiatives across institutional and wealth management channels.
• Conduct market research, competitive analysis, and client segmentation to evaluate industry trends, identify untapped opportunities, and support strategic decision-making across the firm's investment platform.

Skills

Quantitative analysis

Project management

Excel

PowerPoint

Sales analytics

Salesforce CRM

Education

Bachelors in Business

Tools

Salesforce CRM

Job description

• Partner with senior sales leadership and distribution teams to develop and execute strategic initiatives focused on driving fundraising, increasing AUM, expanding market share, and improving overall sales effectiveness.
• Analyze sales performance, fundraising trends, client activity, pipeline conversion, and asset flows to identify growth opportunities and provide actionable insights to senior management.
• Develop and maintain sales dashboards, KPI reporting, forecasts, and management presentations to track business performance across products, distribution channels, and client segments.
• Collaborate with Investor Relations, Marketing, Finance, and Product teams to support go-to-market strategies, product positioning, territory planning, and distribution initiatives across institutional and wealth management channels.
• Conduct market research, competitive analysis, and client segmentation to evaluate industry trends, identify untapped opportunities, and support strategic decision-making across the firm's investment platform.

Key Qualifications:

• 2–5 years of experience in management consulting, preferably focused on Financial Services or Wealth & Asset Management, or in a strategic business management, sales analytics, or sales strategy role within a financial institution.
• Strong quantitative, analytical, and project management skills with an emphasis on strategy over process improvement; advanced Excel and PowerPoint required, with Salesforce CRM and large dataset experience preferred.