Key skills
AnalyticsBIBusiness IntelligenceSalesforceCRMLeadershipProject ManagementSales
About this role
Role Overview
- Own the design, delivery, and ongoing evolution of performance reporting and analytics for the Direct Sales organization
- Track and report on key business and sales KPIs including sales activity, lead generation, retention activity, value‑added sales (MPS), and USB deepening (referrals and compensation)
- Produce executive‑ready insights that highlight trends, risks, opportunities, and performance against targets
- Support campaign analytics and compensation reporting, including performance thresholds and required reporting files
- Maintain reporting structures and hierarchies, ensuring alignment across BI platforms and master data (MDM)
- Leverage Salesforce and related tools as key data sources for analytics, dashboards, and reporting
- Partner with technical and BI teams to ensure data accuracy, integrity, and consistency across systems
- Identify opportunities to automate or streamline recurring reports and reduce manual effort
- Partner with Direct Sales leadership, Marketing, Finance, HR, and Business Intelligence teams to align reporting definitions and priorities
- Support ongoing tracking of lead-generation and retention activities in coordination with Marketing and Hybrid teams
- Continuously improve reporting processes to better support sales execution and leadership decision-making
Requirements
- Bachelor's degree, or equivalent work experience
- Eight to ten years of experience in project management activities
- Experience in analytics, reporting, sales operations, or business operations roles
- Strong ability to interpret data, identify insights, and communicate findings clearly to senior leaders
- Experience working with CRM and reporting platforms (e.g., Salesforce, BI tools) in an analytics or reporting capacity
- Strong project management and stakeholder coordination skills
- Advanced project management knowledge preferred
Benefits
- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law