We believe business owners should be able to focus on running their business, while we take care of the financing.
Sales Data Analyst
Location
United States
Posted
14 days ago
Salary
$96.3K - $154.4K / year
Seniority
Senior
Job Description
Sales Data Analyst
Kapitus
• Understand sales processes and metrics required to evaluate individual performance, technology efficiency, and process gaps. • Create, organize, and maintain reusable and robust reports in Salesforce, Tableau, Alteryx, and Excel that track various KPIs as well as business performance, efficiency, and productivity gaps. • Conduct root cause analyses to understand impacts of different variables on KPIs and translate those insights into actionable information about impacts to the business. • Create presentations, spreadsheets, reports, and other documents as needed. • Provide assistance to the Sales department by independently developing insights and recommendations, translating complex data into actionable business decisions, and owning recurring reporting and dashboard deliverables. • Tell compelling stories with data to drive the adoption of analytical insights. • Ensure that deliverables are accurate, available, useful, and easy to use. • Continuously learn new skills and reporting tools to ensure the highest quality reporting and insights. • Other tasks and duties as required by management.
Job Requirements
- Bachelor’s degree in Mathematics, Statistics, Engineering, Economics, Finance or equivalent combination of education and job experience
- 5+ years of professional experience in data analytics field
- Proficient in Salesforce Reporting, Tableau, CRM Analytics, Alteryx, and Microsoft Excel
- Experience using SQL and experience using Python for data analytics
- Can communicate in a clear and structured way
- Strives for continuous learning of new software and systems
- Results driven and will prioritize the delivery of high value requests
- An analytical thinker and creative problem solver
- Must be detail oriented and demonstrate the ability to detect changes, edge cases, and exceptions
- Works and collaborates well within a team and can show support and guidance toward other cross-functional teams
- An effective listener who can build trust and confidence with a diversity of stakeholders
- Fintech/banking experience is a plus
- Familiarity with Sales Processes (lead prospecting, lead conversion, pipeline prioritization etc.) is a plus
Benefits
- Competitive Base Salary Range $96,300-$154,400 of Kapitus is providing this as a good faith salary range to comply with applicable law. The applicant’s final salary will depend on a number of factors including the applicant’s geographic location, skills, and experience.
- Annual Incentive Compensation Eligibility – Up to 10% annually
- Comprehensive medical, dental, and employer-paid vision plans through UnitedHealthcare (UHC), with various coverage levels available to meet the needs of our employees and their families.
- Flexible Spending Account: Set aside pre-tax dollars from your paycheck to pay for qualified out-of-pocket medical, dental, vision, pharmacy or dependent care expenses.
- Lifestyle Spending Account: Employer sponsored post-tax benefits that allow reimbursement for expenses related to physical, mental and financial well-being.
- 100% Company Paid Insurances: Kapitus fully covers the cost of basic short-term and long-term disability insurance, as well as vision insurance, ensuring our employees have comprehensive protection without any personal expense.
- Voluntary Insurance: Supplemental life insurance as well as enhanced short- and long-term disability coverage are available through Mutual of Omaha, providing additional security for our employees.
- Paid Maternity and Parental Leave: Beyond state-mandated leave policies, Kapitus provides company-paid maternity and parental leave, supporting our employees during important family milestones.
- Commuter Benefits: We offer pre-tax benefits on parking and commuter expenses to cover travel to and from work.
- LifeBalance Program: Enhance your lifestyle with our LifeBalance membership, which offers discounts on outdoor activities, the arts, health, and fitness. Additional benefits include: Pet and car insurance discounts.
- Financial services such as LegalShield.
- Relaxation and stress management tools.
- Plum Benefits Discount Program: Access exclusive discounts on shows, travel, car rentals, and more, enriching your personal and family life.
- Tuition Reimbursement: Pursue further education with up to $5,000 annually in tuition reimbursement, plus opportunities to attend relevant conferences and career development events. Managed through our LSA plan, Kapitus Academy.
- Travel Reimbursement: We also offer travel reimbursement for all work-related travel, supporting your involvement in career and personal development activities.
- Paid Time Off and Sick Time.
- Retirement Benefits: Our 401K plan is managed through Fidelity. To support your long-term financial goals, the company provides a 25% match on your contributions, up to 6% of your annual salary.
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