Tidal Financial Group

AVP, Business Intelligence Analyst – Sales/CSM

Tidal Financial Group

full-time

Posted on:

Location Type: Remote

Location: United States

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Job Level

Lead

Tech Stack

SQLTableau

About the role

  • Develop sales and customer service analytics and dashboards, supporting pipeline reporting, and translating Hubspot CRM data into actionable insights.
  • Operate within Tidal's enterprise BI governance framework and ensure all sales and customer service metrics, KPI logic, and reporting assets follow BI-defined standards.
  • Serve as the sales/CSM SME for Hubspot data, define business requirements for Snowflake and DBT ingestion, and collaborate with Data Platforms to ensure sales and customer service datasets are modeled accurately.
  • Build and maintain Sigma dashboards for ETF sales pipeline performance, customer engagement metrics, lead conversion, and CSM activity monitoring.
  • Develop standardized reporting outputs for pipeline velocity, deal progression, customer health scores, and sales/CSM performance analytics.
  • Automate daily and weekly sales and customer service reporting using validated Snowflake datasets.

Requirements

  • 5–8+ years of sales analytics, CRM reporting, or BI experience in financial services, asset management, or ETF distribution environments.
  • Deep expertise with Hubspot CRM, including sales pipeline management, deal stages, contact/company structures, and reporting/analytics capabilities.
  • Strong SQL skills and experience working with Snowflake as an analytics data lake.
  • Experience partnering with DBT-based data modeling teams.
  • Hands-on dashboard development in Sigma (or Tableau/Power BI with willingness to adopt Sigma).
  • Strong understanding of ETF sales pipelines, distribution processes, customer service workflows, and client relationship management.
  • Excellent communication skills; able to engage Business Development teams, CSM teams, engineering teams, and Hubspot representatives effectively.
Benefits
  • Health insurance
  • Retirement plans
  • Paid time off
  • Flexible work arrangements
  • Professional development

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
sales analyticsCRM reportingbusiness intelligence (BI)SQLSnowflakeDBTdashboard developmentdata modelingreporting automationdata ingestion
Soft skills
communicationcollaborationengagement