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Sales Effectiveness Business Analyst
2 months ago
Sales Effectiveness Business Analyst – (Sales Management / Sales Insight and Analytics)
Our global banking client, based in London, is seeking a contract Sales Effectiveness Business Analyst to support the Global Sales Effectiveness team in driving key sales management insight and analytics to support the global private bank business.
This role is critical in shaping and delivering effective and insightful sales performance and sales management MI across the full client continuum, helping drive commercial performance.
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 financial services and banking recruitment. We work closely with top financial institutions to provide expert recruitment solutions.
