Operations Reporting & Insights Manager – Remote Advice Team
Equitable
full-time
Posted on:
Location Type: Hybrid
Location: Syracuse • New York • North Carolina • United States
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Salary
💰 $58,000 - $85,000 per year
About the role
- Partners with Leadership team to deliver actionable reporting and insights on sales activity and field programs
- Analyzes performance trends and develops dashboards
- Produces executive-ready presentations
- Defines and measures campaign outreach and Financial Professional activity
- Synthesizes complex data into clear reporting
Requirements
- Bachelor’s degree
- 2-4 years of experience in data analytics, reporting, or business insights
- Intermediate proficiency in Excel and PowerPoint
- Proficiency building dashboards and reports in Salesforce and Power BI
- Demonstrated analytical and critical thinking skills
- Established communication skills
- Reliable with proven prioritization skills
- Self-starter
Benefits
- Health insurance
- Dental insurance
- Vision insurance
- 401(k) plan
- Paid time off
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
data analyticsreportingbusiness insightsdashboard buildingreport building
Soft Skills
analytical skillscritical thinkingcommunication skillsprioritization skillsself-starter
Certifications
Bachelor’s degree