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Sales Effectiveness Analyst

2 months ago


London, Greater London, United Kingdom Scot Lewis Associates Full time

Job Title: Sales Effectiveness Analyst

Job Summary:

We are seeking a highly skilled Sales Effectiveness Analyst to join our team at Scot Lewis Associates. As a Sales Effectiveness Analyst, you will play a critical role in supporting the Global Sales Effectiveness team in driving key sales management insight and analytics to support the global private bank business.

Key Responsibilities:

  • Support the development and delivery of centralized sales performance and sales management MI across the Private Banking business.
  • Find opportunities to optimize existing reporting processes, driving best practice in terms of process efficiency, report design, and delivery.
  • Ensure data quality and consistency across key centralized reporting processes, including Client Lifecycle Management (CLCM) and front office sales performance.
  • Support the product owner in the maintenance and migration of Pipeline and Client Planning modules from legacy platforms onto new strategic solutions.
  • Work with SMEs to understand GPB data structure and architecture to inform the development of new analytical and insight tools.
  • Support broader Sales Effectiveness objectives including CRM rollout, sales operating rhythm design, local sales initiatives, pipeline management, and insight.

Requirements:

  • Strong financial and analytical skills, with a focus on using data to deliver commercial insight and drive business performance.
  • Sales management / Sales analytics experience.
  • Proven ability to deliver efficient and scalable reporting solutions while working with multiple stakeholders.
  • Financial Services experience (ideally Private Banking / Wealth Management).
  • Proven track record of adding value in global and matrix organizations.
  • High integrity, with excellent communications skills, capable of engaging and managing multiple stakeholders across geographies.
  • Advanced Excel knowledge.
  • Knowledge of programming (SAS, Python) and dashboard tools (e.g. Qliksense) advantageous.

About Scot Lewis Associates:

Scot Lewis Associates is a leading recruitment agency specializing in the financial services industry. We are committed to providing exceptional service and expertise to our clients and candidates.