Sales Reporting & Analytics Sales Reporting & Analytics …

The Locke Group
in New York, NY, United States
Permanent, Full time
Last application, 31 Mar 20
Competitive
The Locke Group
in New York, NY, United States
Permanent, Full time
Last application, 31 Mar 20
Competitive
Our client is an independent, asset management firm with over 100B in AUM. The firm’s investment capabilities include equity, fixed income, alternative credit, and multi-asset strategies.

Our client is seeking a highly motivated individual for a newly created Business Analyst position on their Institutional team. The candidate must develop solid working relationships with internal clients to provide a high level of support. 

Job Description

Primary Responsibilities:

  • Develop KPIs, tools, and dashboards to facilitate business processes and increase productivity
  • Gather, organize, and synthesize data to support strategy formulation and business planning
  • Create reports for users and perform data analysis to ensure data can meet those needs; translate underlying data into interactive Tableau visualizations/dashboards
  • Establish a self-service reporting community by collaborating with users to understand their reporting needs and guide them on how they can best leverage the reports
  • Understand and translate business requirements into sustainable and efficient use of the CRM by its user base to leverage as a valuable sales tool
  • Act as liaison between the users of the CRM system and the technology team
  • Partner with the CRM consulting firm on various development and data integration projects
  • Ensure data quality issues are analyzed as part of a governance process and recognize the importance and benefits of good data quality
  • Enhance the existing self-service CRM reporting community by collaborating with users to understand their reporting needs and guide them on how they can best leverage the reports
  • Evaluate CRM system upgrades and act as an intermediary between existing and potential third-party vendors
  • Build ad-hoc reports and analyses based on requests from the business teams
  • Create management reports to be used in sales presentations with senior management and the board
  • Understand and translate business requirements into sustainable and efficient Tableau visualizations and reporting
  • Perform ongoing maintenance of transactional reporting and territory management systems
  • Perform ongoing administration, general support, and stewardship of the CRM system; includes data cleansing to ensure accuracy of records
  • Provide daily support to end-users, including primary support of CRM group mailbox and issue resolution
  • Add key metrics to Salesforce to leverage CRM as a sales tool

 

Qualifications:

  • Undergraduate degree with 3+ years of hands-on experience in business intelligence, reporting and analytics
  • 2+ years of Demonstrated hands-on experience with Tableau Desktop & Server
  • 2+ years of experience withDeep knowledge and experience with Salesforce.com
  • Prior experience with an asset management firm or other financial services institution
  • Experience in designing visually appealing user interfaces with attention to performance and reusability is crucial
  • Strong relational database knowledge and should be able to write SQL queries
  • Experience with analytics tools such as Alteryx, R, Python, or Stata
  • Superior computer skills, particularly with Excel, Word, and PowerPoint
  • Strong knowledge of database management concepts
  • Ability to translate requirements into sustainable and efficient visualizations and reporting
  • Strong analytical skills to solve and model complex business requirements
  • Proven analytical, problem-solving, time management and organizational skills
  • Good communication, presentation, and collaboration skills
  • Highly self-motivated and directed
  • Ability to manage multiple tasks and tight deadlines
  • Strategic-thinker, analytical, problem solver
  • A collegial and collaborative team player capable of partnering both internally and externally
  • Strong sense of personal accountability and a work ethic to do what it takes to get the job done
  • Can do attitude and self-driven individual
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