Business Analyst - Sales Analytics

Enterprise Bank & Trust is a community-focused bank committed to helping businesses succeed and communities thrive. The Business Analyst - Sales Analytics analyzes sales and marketing data to identify trends, improve sales efficiency, support revenue growth, and develop actionable insights, reports, dashboards, and recommendations for cross-functional teams.

Responsibilities:

• Building strong relationships and acting as a trusted advisor with assigned team(s), mainly product, marketing, sales, IT, credit and HR
• Leverage internal and external data sources to identify and develop account targeting plans that provide teams with clear, specific customer and prospect targets by product category/segment/market
• Develop ideal customer profiles and playbooks that identify campaign opportunities and strategies to capitalize on them
• Partner with key stakeholders to understand business objectives and translate them into date driven reporting solutions
• Identify bottlenecks in the sales cycle and workflows to help increase pipeline velocity
• Analyze product, competitive, channel and customer dynamics to uncover insights and recommend actions to guide business performance
• Explore, source, and recommend third-party data acquisition to assist the marketing and sales teams with market analytics, business case development, prospect identification and other opportunities
• Use PowerBI  to develop and maintain reports and dashboards for sales and sales support teams.
• Utilize Customer Relationship Management (CRM) system and other tools to manage and analyze customer information
• Identify opportunities to improve customer and prospect data collection via the CRM system
• Clear communication of information and actionable insights to cross-functional internal stakeholders
• Support other marketing and sales enablement efforts and projects as needed
• Analyze client feedback as it relates to the bank’s products and services and make recommendations for improvements
• Participate in company-wide data governance efforts to build and maintain a healthy data environment
• Perform other duties and special projects as assigned

Requirements:

• Strong IT capabilities and experience with sales, customer, CRM, reporting and financial data
• Strong analytical and technical problem solving skills with a willingness to learn new technologies
• Self-motivated team player
• Strong interpersonal and communication skills, both verbal and written
• Excellent analytical skills, attention detail & investigative skills
• Able to multitask, prioritize, manage time and problem solve
• Able to adapt to change while working in a regulated environment
• Bachelor's degree required
• 5+ years' experience in report planning process, forecasting, data analysis, CRM
• Experience with working with sales teams
• Strong experience utilizing Microsoft Power BI including ETL (Extract, Transform, Load) operations using Power Query
• Google Suite and Microsoft Office
• Experience with Salesforce.com, or similar CRM system
• Proficient in Microsoft Excel – ability to run, review, create and analyze reports and models
• Foundational SQL proficiency required
• Concentration in business, analytics, or similar are preferred
• Power BI Data Analyst certification or equivalent strongly desired
• MBA or master's degree is helpful but not required