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Sales Effectiveness Data Analyst

2 months ago

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

**Sales Effectiveness Data Analyst**

Our client, a leading global banking institution, is seeking a highly skilled Sales Effectiveness Data Analyst to join their team in London. As a key member of the Global Sales Effectiveness team, you will play a critical role in driving sales management insight and analytics to support the global private bank business.

Key Responsibilities:

  • Shaping and delivering effective and insightful sales performance and sales management MI across the full client continuum.
  • Supporting the development and delivery of centralized sales performance and sales management MI across the Private Banking business.
  • Ensuring data quality and consistency across key centralized reporting processes, including Client Lifecycle Management (CLCM) and front office sales performance.
  • Supporting the product owner in the maintenance and migration of Pipeline and Client Planning modules from legacy platforms onto new strategic solutions.
  • Working with SMEs to understand GPB data structure and architecture to inform the development of new analytical and insight tools.
  • Supporting 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.
  • Financial Services experience, ideally in Private Banking / Wealth Management.
  • Advanced Excel knowledge.
  • Knowledge of programming (SAS, Python) and dashboard tools.

About Scot Lewis Associates:

We are a leading recruitment agency specializing in financial services recruitment. Our team of experts has a deep understanding of the industry and is dedicated to providing exceptional service to our clients and candidates.