Key skills
AnalyticsBIPower BISalesforceLeadershipCommunicationCritical ThinkingSales
About this role
Role Overview
- Partners with Leadership team to deliver actionable reporting and insights on sales activity and field programs
- Analyzes performance trends and develops dashboards
- Produces executive-ready presentations
- Defines and measures campaign outreach and Financial Professional activity
- Synthesizes complex data into clear reporting
Requirements
- Bachelor’s degree
- 2-4 years of experience in data analytics, reporting, or business insights
- Intermediate proficiency in Excel and PowerPoint
- Proficiency building dashboards and reports in Salesforce and Power BI
- Demonstrated analytical and critical thinking skills
- Established communication skills
- Reliable with proven prioritization skills
- Self-starter
Benefits
- Health insurance
- Dental insurance
- Vision insurance
- 401(k) plan
- Paid time off