Sales Data Analyst

📋 Description

• Comprehend the sales processes and metrics essential for assessing individual performance, technology efficiency, and identifying process gaps.

• Develop, organize, and sustain reusable and robust reports in Salesforce, Tableau, Alteryx, and Excel that monitor various KPIs alongside business performance, efficiency, and productivity shortcomings.

• Perform root cause analyses to grasp the effects of different variables on KPIs and convert those findings into actionable insights regarding their impact on the business.

• Produce presentations, spreadsheets, reports, and other necessary documents.

• Assist the Sales department by autonomously generating insights and recommendations, translating complex data into actionable business decisions, and overseeing recurring reporting and dashboard deliverables.

• Narrate compelling stories with data to encourage the adoption of analytical insights.

• Ensure that deliverables are precise, accessible, useful, and user-friendly.

• Engage in continuous learning of new skills and reporting tools to guarantee the highest quality of reporting and insights.

• Undertake additional tasks and responsibilities as required by management.

⛳️ Requirements

• Bachelor's degree in Mathematics, Statistics, Engineering, Economics, Finance, or a comparable combination of education and work experience.

• Over 5 years of professional experience in the field of data analytics.

• Expertise in Salesforce Reporting, Tableau, CRM Analytics, Alteryx, and Microsoft Excel.

• Proficient in SQL and experienced in using Python for data analytics.

• Capable of communicating in a clear and organized manner.

• Committed to continually learning new software and systems.

• Results-oriented with a focus on delivering high-value requests.

• An analytical thinker and innovative problem solver.

• Detail-oriented with the capacity to identify changes, edge cases, and exceptions.

• Collaborates effectively within a team and provides support and guidance to other cross-functional teams.

• An effective listener who builds trust and confidence among a diverse range of stakeholders.

• Experience in the fintech or banking sector is advantageous.

• Familiarity with Sales Processes (such as lead prospecting, lead conversion, and pipeline prioritization) is a plus.

🏝️ Benefits

• Competitive Base Salary Range of $96,300-$154,400, provided by Kapitus in good faith to comply with applicable law. The final salary will depend on various factors including geographic location, skills, and experience.

• Eligibility for Annual Incentive Compensation – Up to 10% annually.

• Comprehensive medical, dental, and employer-paid vision plans through UnitedHealthcare (UHC), with various coverage options available to meet the needs of our employees and their families.

• Flexible Spending Account: Contribute pre-tax dollars from your paycheck 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 comprehensive employee protection without personal expense.

• Voluntary Insurance: Supplemental life insurance and enhanced short- and long-term disability coverage are available through Mutual of Omaha, providing additional security for our employees.

• Paid Maternity and Parental Leave: In addition to state-mandated leave policies, Kapitus provides company-paid maternity and parental leave, supporting our employees during significant family milestones.

• Commuter Benefits: We offer pre-tax benefits for parking and commuting expenses to facilitate travel to and from work.

• LifeBalance Program: Enhance your lifestyle with our LifeBalance membership, providing discounts on outdoor activities, 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, along with opportunities to attend relevant conferences and career development events, managed through our LSA plan, Kapitus Academy.

• Travel Reimbursement: We also provide 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, with the company providing a 25% match on contributions, up to 6% of your annual salary.