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Sales Effectiveness Analyst

2 months ago

London Area, United Kingdom Scot Lewis Associates Full time

Sales Effectiveness Analyst – (Sales Management / Sales Insight and Analytics)


My global banking client, based in London, is looking for a contract Sales Effectiveness Data Analyst. This role is critical in supporting the Global Sales Effectiveness team in driving key sales management insight and analytics to support the global private bank business. This involves shaping and delivering effective and insightful sales performance and sales management MI across the full client continuum, helping drive commercial performance.

Key skills:

Strong financial and analytical skills, with a focus on using data to deliver commercial insight and drive business performance

Sales management / Sales analytics

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


Responsibilities:

Supporting 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.


Please apply now for immediate consideration and further details.


Keywords: Sales Effectiveness Analyst, Sales Effectiveness Data Analyst, Sales Management, Sales Analytics, Sales Insights, Bank, Banking, Private Banking, Wealth Management.


Scot Lewis Associates Ltd is acting as an employment business.