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Senior Sales Analyst

Company: First Command Financial Services, Inc.
Location: Fort Worth
Posted on: June 15, 2019

Job Description:

Position SummaryThe Senior Sales Analyst develops sales forecasts and collects and analyzes data to evaluate current sales trends and set strategic objectives for the organization. Manages research and evaluation of market conditions that may impact advisor, client and sales trends. Expected to lead process development, implementation, improvement and automation of reports for executives, senior leaders, analyst team and the sales force. Expected to formally present analytical insights to executives and field leaders. Functions as a specialist and subject matter expert on complex and technical aspects of the Sales Analytics team. Work is highly independent and collaborative in nature. May assume a team lead role for specific analytics projects.

Responsibilities



  • Identify and evaluate business impacts from strategic initiatives within the sales organization. Analyze metrics that affect profitability, growth, and productivity with consideration for changes that may be inconsistent with historical characteristics of the metric/data.

  • Analyze multiple aspects of data related to recruiting and complete Advisor lifecycle, prospecting and complete client lifecycle, sales and product performance, sales force compensation, and sales recognition metrics.

  • Determine best practices and develop actionable insights and recommendations for advisor and sales related operations. Can often anticipate leadership questions and respond in a proactive and confident manner.

  • Identify trends, correlation, causality and insights which are then interpreted and translated into a relatable presentation/story dependent on scope and audience.

  • Performs advanced business analysis using various techniques (e.g. regression and other statistical analysis, cluster analysis, explanatory and predictive modeling, data mining, etc.) to allow sales leaders to make strategic fact-based decisions.

  • Integrate multiple data sources, perform data reconciliation, and perform data validation checks to identify, investigate and resolve data errors and/or inconsistencies. This may include developing a new data source that does currently exist.

  • Liaison relationships are required between BIS and other functional departments, therefore the Senior Analyst must have advanced experience with business and technical expertise that can be readily applied to impact productivity and efficiency within the sales organization.

  • Partner with less experienced sales analysts to lead training and support for analytics reports/projects.


    Education and Work Experience


    • Bachelor's degree in Business (or related field) required and 6 - 10 years relevant work experience (in financial services or sales-oriented firms preferred) OR

    • Master's degree in Business (or related field) and 4 - 6 years of relevant work experience

    • First Command knowledge is preferred

      Knowledge, Skills, and Abilities


      • Advanced user of Excel and other statistical analysis tools required (e.g. R, Power BI, Thoughtspot, etc.)

      • Advanced user of SQL, Microsoft Access and/or VBA strongly preferred

      • Requires excellent analytical ability, attention to detail, and proven ability to work independently and in a team

      • High communication skills are required in order to review, analyze, and evaluate user needs to effectively meet analysis requirements and present to appropriate audience

      • Must be self-motivated with the initiative to take on whatever tasks arise

      • Must possess strong communication/interpersonal skills and leadership skills, and be able to deliver news that is sensitive, and/or confidential, in a professional manner

      • Advanced user of relational databases and integration of data from multiple sources




        Required Skills

        Required Experience

        Job Location

        Fort Worth, US-TX

Keywords: First Command Financial Services, Inc., Fort Worth , Senior Sales Analyst, Professions , Fort Worth, Texas

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