Develop a strong understanding of key performance indicators and revenue drivers.
Build and maintain dashboards, reports, and analytics in Salesforce, Tableau, ThoughtSpot, Excel, Airtable, etc.
Partner with cross-functional teams and executive leadership to ensure data integrity and process compliance.
Develop forecasting models, pipeline analysis, and performance metrics to support leadership decisions.
Support GTM planning, territory design, and quota setting with data-driven insights.
Analyze and synthesize sales data, feedback from the field, and market trends into actionable insights and recommendations.
Become a subject matter expert on current tools and technologies.
Manage Salesforce enhancements impacting the Advisory business, including updating fields, building campaigns, workflows, reporting, and automation for GTM processes and salesperson efficiency/effectiveness; this may include a mix of directly making changes within business-side permission levels and representing the Advisory business in developing requirements with tech teams and/or other stakeholders.
Collaborate with Advisory sales personnel and stakeholders to influence the adoption of Salesforce.
Drive continuous improvement initiatives by identifying bottlenecks and recommending solutions.
Collaborate with the Director and team to execute standard change-management procedures across Advisory Experience. Own day-to-day tactical communications (e.g., Advisory newsletter) and support knowledge management for Advisory Experience team.
Maintain library of content such as training, sales collateral, and scripting as well as both executive and front-line facing presentation materials. Facilitate regular updates to content via collaboration with cross-functional SME partners.
Manage on-time delivery of projects with multiple stakeholders.
Assist leadership as needed on other business management initiatives.
Requirements
Curiosity more than anything else; hunger to learn and grow
Value diversity in any sense of the word
Attention to details, details, details
Talent in bringing “method to madness”
Demonstrated success in building, scaling, and/or implementing new things to enable sales
Change agent
Enjoy collaboration and learning
Ability to describe your unique value and ideas for helping this new team’s mission
Advanced proficiency in Excel (pivot tables, complex formulas, modeling)
Experience with BI tools (Tableau, ThoughtSpot, Power BI) for visualization and insights
Strong Salesforce expertise (basic updates, campaigns, reporting, dashboards, process automation)
Ability to translate data into actionable insights and communicate effectively with stakeholders, including executives
Comfortable working through ambiguity and driving clarity in evolving business environments.
Benefits
Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
Easy access to mental health benefits to meet our team members and their families where they are.
20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
Paid parental leave to support all team members with birth, adoption, and foster.
Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
data analysisforecasting modelspipeline analysisperformance metricsdata visualizationprocess automationExcelSalesforceTableauThoughtSpot
Soft skills
curiosityattention to detailcollaborationchange agentcommunicationproblem-solvingadaptabilityinfluencetactical communicationlearning