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Sales Effectiveness Analyst
2 months ago
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.