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Sales Effectiveness Data Analyst
2 months ago
About the Role:
We are seeking a highly skilled Sales Effectiveness Analyst to join our team at Scot Lewis Associates Ltd. 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 centralised sales performance and sales management MI across the Private Banking business.
- Finding opportunities to optimise existing reporting processes, driving best practice in terms of process efficiency, report design and delivery.
- Ensuring data quality and consistency across key centralised 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.
- Proven ability to deliver efficient and scalable reporting solutions whilst working with multiple stakeholders.
- Financial Services experience (ideally Private Banking / Wealth Management).
- Have a proven track record of adding value in global and matrix organisations.
- Possess 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 Ltd:
Scot Lewis Associates Ltd is a leading employment business, specialising in the recruitment of top talent for the financial services industry.
How to Apply:
If you are a motivated and experienced Sales Effectiveness Analyst looking for a new challenge, please apply now for immediate consideration.
