Align strategic plans with regional and divisional goals.
Adapt strategies based on market dynamics and emerging opportunities.
Collaborate with Market Leaders to create and refine data-driven strategies for territories.
Translate data insights into actionable plans for the sales team.
Provide real-time support and troubleshooting to ensure seamless execution of sales initiatives.
Streamline the use of analytics tools to enhance efficiency and effectiveness.
Conduct regular health checks to monitor and optimize divisional and regional performance.
Provide insights and recommendations to drive continuous improvement.

Bachelor’s degree in business, Marketing, Mathematics, Statistics, or a related field.
Advanced degrees are preferred.
5-7+ years of experience in sales or working closely with sales, marketing, sales consulting, AI/data analytics, or a similar role within the financial services industry.
Proficiency in analytical tools and software (e.g., Spreadsheets, Tableau, Power BI, CRM systems, AI tools).
Strong data interpretation and data visualization skills.
Strong competency with AI tools and technologies.
Excellent communication, collaboration, and influence skills, particularly in translating complex data and analyses into clear, actionable insights.
Strong strategic thinking and problem-solving abilities.
Service-oriented mindset with a focus on enabling others to succeed.

Flexible paid time off
Hybrid work schedule
401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution
Health & wellbeing benefits
Parental Leave benefits
Employee stock purchase plan

Sales Productivity Consultant

Key skills