Job Description Description As the Reporting & Analytics Development Project Manager, you will be responsible for driving execution, accountability, and predictability across a portfolio of analytics and Tableau dashboard initiatives. This role owns intake, requirement coordination, project planning, milestones, and stakeholder communication. Working closely with Ambulatory Transformation & Performance Leadership, BI Developers, Clinical, Operational and Administrative Stakeholders, ensures that requests move predictably from intake through prioritization, development, UAT and go-live. The Project Manager will ensure work is delivered on time and aligned to operational priorities. While this is primarily a project management role , the Project Manager is expected to be analytics literate and, when needed, able to help answer operational questions using existing Reporting & Analytics dashboards and curated data sources. This capability helps improve responsiveness to stakeholders and protects BI developer capacity. Salary Range: $100,170- $218,715 Annual Qualifications Required: Project management certificate and / or quality assurance processes like Six Sigma or Lean or equivalent project management experience required. 5-7 years of experience in project or program management in healthcare, preferably supporting analytics, BI, operations, or technology teams. Experience gathering and documenting business requirements and managing scope. Experience running Agile ceremonies (e.g., sprint planning, stand-ups, retrospectives). Minimum 2+ years of hands on experience developing interactive dashboards, and visualizations using Tableau Desktop and Tableau Server. Demonstrated ability to manage multiple concurrent projects with competing priorities and deadlines.
10/26/2026
Full time
Job Description Description As the Reporting & Analytics Development Project Manager, you will be responsible for driving execution, accountability, and predictability across a portfolio of analytics and Tableau dashboard initiatives. This role owns intake, requirement coordination, project planning, milestones, and stakeholder communication. Working closely with Ambulatory Transformation & Performance Leadership, BI Developers, Clinical, Operational and Administrative Stakeholders, ensures that requests move predictably from intake through prioritization, development, UAT and go-live. The Project Manager will ensure work is delivered on time and aligned to operational priorities. While this is primarily a project management role , the Project Manager is expected to be analytics literate and, when needed, able to help answer operational questions using existing Reporting & Analytics dashboards and curated data sources. This capability helps improve responsiveness to stakeholders and protects BI developer capacity. Salary Range: $100,170- $218,715 Annual Qualifications Required: Project management certificate and / or quality assurance processes like Six Sigma or Lean or equivalent project management experience required. 5-7 years of experience in project or program management in healthcare, preferably supporting analytics, BI, operations, or technology teams. Experience gathering and documenting business requirements and managing scope. Experience running Agile ceremonies (e.g., sprint planning, stand-ups, retrospectives). Minimum 2+ years of hands on experience developing interactive dashboards, and visualizations using Tableau Desktop and Tableau Server. Demonstrated ability to manage multiple concurrent projects with competing priorities and deadlines.
This job is with Novartis, an inclusive employer and a member of myGwork - the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. Summary The ideal location for this role is East Hanover, NJ site but remote work may be possible (there may be some restrictions based on legal entity). Please note that this role would not provide relocation as a result. If associate is remote, all home office expenses and any travel/lodging to specific East Hanover, NJ site for periodic live meetings will be at the employee's expense. The expectation of working hours and travel (domestic and/or international) will be defined by the hiring manager. This position will require 15% travel. 1 role - KPI Governance & Councils 1 role - Governance Platforms 1 role - Data Access & Security Job description summary If you are energized by building new capabilities, bringing clarity to complex data environments, and helping Novartis use data responsibly and confidently, we invite you to apply. We are hiring three (3) Associate Director, Data Governance Solutions Leads to join the Data Governance Solutions team within Strategy, Platforms & Transformation (SPT). Together, these leaders will help build and scale enterprise governance capabilities that make data easier to understand, access, protect, and use with confidence. Candidates may be considered for one of the three specializations that most closely align with their experience and technical background. 1.KPI Governance & Councils: In this role, you will establish and lead enterprise approaches for defining, managing, and governing key performance indicators. You will help create a consistent source of truth for metrics and strengthen how leaders evaluate business performance. 2.Governance Platforms: Build-and-run owner for the Data governance platform. This person stands up the Data Governance platform as the unified system of record for catalog, lineage, glossary, and data contracts, then keeps it healthy in production. Directly enables the Data Command Center's data pipeline-health, observability, and incident-management panels. 3.Data Access & Security: Operates fine-grained, policy-based (attribute/purpose-based) access control across Novartis data layers. This role is responsible for enabling and scaling fine-grained data access controls in production for both Humans and AI agents. About the Role Key Responsibilities: Provide strategic and operational leadership for a key enterprise data governance capability, translating business priorities and data strategy into scalable solutions. Help define, implement, and continuously improve governance frameworks, operating models, policies, standards, controls, and decision rights. Partner with business leaders, data owners, technology teams, analytics functions, privacy, legal, security, and compliance stakeholders to align governance priorities and drive adoption. Establish clear ownership, accountability, and escalation paths for governance decisions, risks, issues, and remediation activities. Support the execution of the enterprise data strategy and the development of Data Command Center capabilities by improving visibility into data health, access, performance, and governance. Lead cross-functional forums, working groups, or implementation activities that enable timely decisions and measurable outcomes. Develop meaningful reporting, scorecards, and performance indicators that communicate governance maturity, adoption, risk, and operational health to senior stakeholders. Manage relationships with external vendors and implementation partners, including scope, deliverables, milestones, quality, risks, and budget considerations. Identify opportunities to simplify governance processes, strengthen controls, improve user experience, and accelerate responsible access to trusted data. Champion a practical, collaborative governance culture that balances business enablement, innovation, risk management, and regulatory expectations. Essential Requirements: Education: Bachelor's degree in Business Administration, Information Systems, Data Management, Engineering, Finance, or a related field. KPI Governance & Councils / Governance Platforms Roles Minimum 8+ years in data platform engineering or data governance tooling; hands-on experience standing up a catalog/governance platform from scratch (Collate /OpenMetadata, Atlan, Collibra, or Alation). Preferred in Pharma or Life Sciences industries Strong SQL and working knowledge of Snowflake; experience integrating catalog tools with cloud data warehouses. Understanding of data lineage, metadata management, and data-contract concepts (ODCS or equivalent). Experience managing implementation vendors/surge teams against scope and timeline. Comfortable operating in an ambiguous, build-phase environment and turning a target-state diagram into running infrastructure. Data Access & Security Role Minimum 8+ years in data access governance, identity & access management, or data security within a regulated industry. Preferred in Pharma or Life Sciences industries Hands-on experience with Immuta (or equivalent policy-based access tools - Privacera, Satori) and Snowflake RBAC/row-column security. Working knowledge of HIPAA, GDPR, and pharma-specific compliance regimes (OIG, Sunshine Act, 340B) as they affect data access design. Experience designing access frameworks for non-human/agent identities is a strong plus given the agentic AI direction of this program. Comfortable operating at the intersection of engineering, legal, and compliance. Novartis Compensation Summary: The salary for this position is expected to range between $145,600.00 and $270,400.00 per year. The final salary offered is determined based on factors like, but not limited to, relevant skills and experience, and upon joining Novartis will be reviewed periodically. Novartis may change the published salary range based on company and market factors. Your compensation will include a performance-based cash incentive and, depending on the level of the role, eligibility to be considered for annual equity awards. US-based eligible employees will receive a comprehensive benefits package that includes health, life and disability benefits, a 401(k) with company contribution and match, and a variety of other benefits. In addition, employees are eligible for a generous time off package including vacation, personal days, holidays and other leaves. Why Novartis: Helping people with disease and their families takes more than innovative science. It takes a community of smart, passionate people like you. Collaborating, supporting and inspiring each other. Combining to achieve breakthroughs that change patients' lives. Ready to create a brighter future together? Benefits and Rewards: Learn about all the ways we'll help you thrive personally and professionally. Read our handbook (PDF 30 MB) EEO Statement: The Novartis Group of Companies are Equal Opportunity Employers. We do not discriminate in recruitment, hiring, training, promotion or other employment practices for reasons of race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, marital or veteran status, disability, or any other legally protected status. Accessibility & Reasonable Accommodations The Novartis Group of Companies are committed to working with and providing reasonable accommodation to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the application process, or to perform the essential functions of a position, please send an e-mail to email protected or call + and let us know the nature of your request and your contact information. Please include the job requisition number in your message.
10/26/2026
Full time
This job is with Novartis, an inclusive employer and a member of myGwork - the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. Summary The ideal location for this role is East Hanover, NJ site but remote work may be possible (there may be some restrictions based on legal entity). Please note that this role would not provide relocation as a result. If associate is remote, all home office expenses and any travel/lodging to specific East Hanover, NJ site for periodic live meetings will be at the employee's expense. The expectation of working hours and travel (domestic and/or international) will be defined by the hiring manager. This position will require 15% travel. 1 role - KPI Governance & Councils 1 role - Governance Platforms 1 role - Data Access & Security Job description summary If you are energized by building new capabilities, bringing clarity to complex data environments, and helping Novartis use data responsibly and confidently, we invite you to apply. We are hiring three (3) Associate Director, Data Governance Solutions Leads to join the Data Governance Solutions team within Strategy, Platforms & Transformation (SPT). Together, these leaders will help build and scale enterprise governance capabilities that make data easier to understand, access, protect, and use with confidence. Candidates may be considered for one of the three specializations that most closely align with their experience and technical background. 1.KPI Governance & Councils: In this role, you will establish and lead enterprise approaches for defining, managing, and governing key performance indicators. You will help create a consistent source of truth for metrics and strengthen how leaders evaluate business performance. 2.Governance Platforms: Build-and-run owner for the Data governance platform. This person stands up the Data Governance platform as the unified system of record for catalog, lineage, glossary, and data contracts, then keeps it healthy in production. Directly enables the Data Command Center's data pipeline-health, observability, and incident-management panels. 3.Data Access & Security: Operates fine-grained, policy-based (attribute/purpose-based) access control across Novartis data layers. This role is responsible for enabling and scaling fine-grained data access controls in production for both Humans and AI agents. About the Role Key Responsibilities: Provide strategic and operational leadership for a key enterprise data governance capability, translating business priorities and data strategy into scalable solutions. Help define, implement, and continuously improve governance frameworks, operating models, policies, standards, controls, and decision rights. Partner with business leaders, data owners, technology teams, analytics functions, privacy, legal, security, and compliance stakeholders to align governance priorities and drive adoption. Establish clear ownership, accountability, and escalation paths for governance decisions, risks, issues, and remediation activities. Support the execution of the enterprise data strategy and the development of Data Command Center capabilities by improving visibility into data health, access, performance, and governance. Lead cross-functional forums, working groups, or implementation activities that enable timely decisions and measurable outcomes. Develop meaningful reporting, scorecards, and performance indicators that communicate governance maturity, adoption, risk, and operational health to senior stakeholders. Manage relationships with external vendors and implementation partners, including scope, deliverables, milestones, quality, risks, and budget considerations. Identify opportunities to simplify governance processes, strengthen controls, improve user experience, and accelerate responsible access to trusted data. Champion a practical, collaborative governance culture that balances business enablement, innovation, risk management, and regulatory expectations. Essential Requirements: Education: Bachelor's degree in Business Administration, Information Systems, Data Management, Engineering, Finance, or a related field. KPI Governance & Councils / Governance Platforms Roles Minimum 8+ years in data platform engineering or data governance tooling; hands-on experience standing up a catalog/governance platform from scratch (Collate /OpenMetadata, Atlan, Collibra, or Alation). Preferred in Pharma or Life Sciences industries Strong SQL and working knowledge of Snowflake; experience integrating catalog tools with cloud data warehouses. Understanding of data lineage, metadata management, and data-contract concepts (ODCS or equivalent). Experience managing implementation vendors/surge teams against scope and timeline. Comfortable operating in an ambiguous, build-phase environment and turning a target-state diagram into running infrastructure. Data Access & Security Role Minimum 8+ years in data access governance, identity & access management, or data security within a regulated industry. Preferred in Pharma or Life Sciences industries Hands-on experience with Immuta (or equivalent policy-based access tools - Privacera, Satori) and Snowflake RBAC/row-column security. Working knowledge of HIPAA, GDPR, and pharma-specific compliance regimes (OIG, Sunshine Act, 340B) as they affect data access design. Experience designing access frameworks for non-human/agent identities is a strong plus given the agentic AI direction of this program. Comfortable operating at the intersection of engineering, legal, and compliance. Novartis Compensation Summary: The salary for this position is expected to range between $145,600.00 and $270,400.00 per year. The final salary offered is determined based on factors like, but not limited to, relevant skills and experience, and upon joining Novartis will be reviewed periodically. Novartis may change the published salary range based on company and market factors. Your compensation will include a performance-based cash incentive and, depending on the level of the role, eligibility to be considered for annual equity awards. US-based eligible employees will receive a comprehensive benefits package that includes health, life and disability benefits, a 401(k) with company contribution and match, and a variety of other benefits. In addition, employees are eligible for a generous time off package including vacation, personal days, holidays and other leaves. Why Novartis: Helping people with disease and their families takes more than innovative science. It takes a community of smart, passionate people like you. Collaborating, supporting and inspiring each other. Combining to achieve breakthroughs that change patients' lives. Ready to create a brighter future together? Benefits and Rewards: Learn about all the ways we'll help you thrive personally and professionally. Read our handbook (PDF 30 MB) EEO Statement: The Novartis Group of Companies are Equal Opportunity Employers. We do not discriminate in recruitment, hiring, training, promotion or other employment practices for reasons of race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, marital or veteran status, disability, or any other legally protected status. Accessibility & Reasonable Accommodations The Novartis Group of Companies are committed to working with and providing reasonable accommodation to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the application process, or to perform the essential functions of a position, please send an e-mail to email protected or call + and let us know the nature of your request and your contact information. Please include the job requisition number in your message.
Job Description Job Description Please Note: This is a Utah-based hybrid position which will require some regular in-office days each week. Additionally, employment with BambooHR is contingent on passing both a background and credit check. AI at BambooHR At BambooHR, we're all about setting people free to do great work, and we believe AI is a powerful partner in that mission. We're leaning into intelligent tools to streamline our workflows, giving us more time for high-impact innovation. We look for curious, forward-thinking people who are ready to explore how AI can elevate their work and help us reimagine the future of HR. Essential Job Duties The Senior Digital Analyst II helps BambooHR understand and optimize the digital customer journey across our website, marketing funnel, and digital experiences. This role partners closely with Marketing, Web, Demand Gen, Business Intelligence, and agency teams to deliver strategic insights, improve measurement capabilities, and support data-driven decisions that drive business performance. A typical day in this role may include analyzing customer behavior and conversion trends, supporting experimentation and optimization initiatives, improving first-party data and lead tracking strategies, and evaluating the impact of evolving AI-driven search and discovery trends. This role is ideal for someone who enjoys combining analytical problem-solving, strategic thinking, and cross-functional collaboration to influence digital strategy and customer experience. You will: Lead analysis of digital customer journeys across acquisition, engagement, and conversion funnels to identify optimization opportunities and influence business performance. Partner cross-functionally with Marketing, Web, Demand Gen, Product Marketing, Business Intelligence, and agency teams to define KPIs, measurement strategies, and success metrics for digital initiatives. Support and evolve first-party data strategies, lead tracking, and digital measurement frameworks to improve visibility into customer behavior and marketing performance. Deliver strategic insights and recommendations related to website performance, conversion behavior, customer engagement, and digital experience optimization. Support experimentation and testing initiatives across landing pages, chatbot experiences, messaging, and digital optimization programs. Help define measurement approaches and testing frameworks related to AI-driven search behavior, AI Overviews (AIO), LLM impacts, and evolving organic discovery trends. Monitor shifts in digital acquisition behavior and recommend strategies to improve visibility, engagement, and conversion performance in an increasingly AI-driven marketing environment. Partner with Business Intelligence teams to improve data quality, scalable reporting capabilities, and self-service analytics solutions. Support strategic planning, quarterly business reviews, and executive discussions through analytical storytelling and actionable business insights. Operate independently in ambiguous environments, proactively identifying opportunities, risks, and emerging trends across digital analytics and customer behavior. What You Need to Get the Job Done: Bachelor's degree in Analytics, Marketing, Business, Statistics, Economics, Information Systems, or related field preferred. 5+ years of experience in digital analytics, marketing analytics, web analytics, or related analytical roles with increasing strategic scope and business influence. Deep experience with web analytics platforms such as Adobe Analytics, Google Analytics, or similar enterprise analytics tools. Strong experience analyzing digital funnels, customer journeys, lead behavior, and conversion performance within B2B SaaS or digital-first environments. Demonstrated ability to influence business decisions and provide strategic recommendations through data-driven insights and analytical storytelling. Experience developing scalable measurement frameworks, attribution approaches, and first-party data strategies. Strong understanding of digital tracking methodologies, customer behavior analytics, and marketing performance measurement. Experience leading analytical support for experimentation, optimization, or digital testing initiatives. Ability to operate independently and navigate ambiguity while managing multiple strategic priorities in a fast-paced environment. Strong stakeholder management and communication skills with experience partnering cross-functionally and presenting insights to senior leaders. Proficiency in AI, SQL, Excel, and BI/reporting platforms with the ability to independently analyze and synthesize large datasets. Strong analytical rigor, intellectual curiosity, and ability to proactively identify opportunities for optimization and business impact. What Would Make Us REALLY Love You: Experience supporting B2B SaaS marketing organizations with complex digital acquisition strategies. Familiarity with AI search trends, AI Overviews (AIO), LLM-driven discovery behavior, and evolving SEO/organic measurement strategies. Experience partnering with agencies and influencing external vendor analytics strategy and performance measurement approaches. Exposure to experimentation frameworks, incrementality methodologies, or advanced marketing measurement approaches. Experience influencing digital strategy, customer journey optimization, or conversion-focused business initiatives. Familiarity with CRM ecosystems such as Salesforce and lead lifecycle analytics frameworks. What You'll Love About Us A Great Company Culture that has been recognized by multiple organizations like Inc, and Salt Lake Tribune Comprehensive health, life, and disability insurance Generous leave policies that include 4 weeks of vacation, 12 company holidays, parental leave, and volunteer time off so you can enjoy quality of life 401k plans with up to 6% company match $2000 Paid-Paid Vacation bonus EAP through Headspace Check out all our benefits that benefit you About Us At BambooHR, we're building something different: we're building a people intelligence platform that transforms HR and sets people free to do great work! We're a proven market leader driving innovation while building lasting success through thoughtful, sustainable growth. Here, you'll find a place that champions growth: both professional and personal, both individual and collective. We invest in potential, giving you the space to stretch your capabilities and turn good ideas into reality while providing the safety net of a supportive, values-driven culture. Our approach combines meaningful work with meaningful lives, offering competitive benefits, professional development, and the flexibility to thrive both in and outside the office. What sets us apart isn't just what we do, but how we do it: with openness, integrity, and a shared commitment to doing the right thing. Join us in creating HR software that makes work better for everyone, while we make work better for you. BambooHR is committed to the full inclusion of all qualified individuals and will ensure that persons with disabilities are provided reasonable accommodations throughout the hiring process. If you would like to request accommodations, please let your recruiter know. BambooHR is An Equal Opportunity Employer M/F/D/V Because our team members are trusted to handle sensitive information, we require all candidates that receive and accept employment offers to complete a background check before being hired. For information on California Privacy Policy, click here. Our process utilizes AI as an assistant to efficiently process and analyze candidate data. Recruiters and hiring managers maintain full oversight and accountability, ensuring that all final selection and rejection decisions are human-made and based solely on objective job qualifications. Please see our General Privacy Notice and California Privacy Notice for more details. See our AI Guidelines for Candidates for details on how BambooHR uses AI in recruiting, how we expect candidates to use AI, and what is not allowed.
10/26/2026
Full time
Job Description Job Description Please Note: This is a Utah-based hybrid position which will require some regular in-office days each week. Additionally, employment with BambooHR is contingent on passing both a background and credit check. AI at BambooHR At BambooHR, we're all about setting people free to do great work, and we believe AI is a powerful partner in that mission. We're leaning into intelligent tools to streamline our workflows, giving us more time for high-impact innovation. We look for curious, forward-thinking people who are ready to explore how AI can elevate their work and help us reimagine the future of HR. Essential Job Duties The Senior Digital Analyst II helps BambooHR understand and optimize the digital customer journey across our website, marketing funnel, and digital experiences. This role partners closely with Marketing, Web, Demand Gen, Business Intelligence, and agency teams to deliver strategic insights, improve measurement capabilities, and support data-driven decisions that drive business performance. A typical day in this role may include analyzing customer behavior and conversion trends, supporting experimentation and optimization initiatives, improving first-party data and lead tracking strategies, and evaluating the impact of evolving AI-driven search and discovery trends. This role is ideal for someone who enjoys combining analytical problem-solving, strategic thinking, and cross-functional collaboration to influence digital strategy and customer experience. You will: Lead analysis of digital customer journeys across acquisition, engagement, and conversion funnels to identify optimization opportunities and influence business performance. Partner cross-functionally with Marketing, Web, Demand Gen, Product Marketing, Business Intelligence, and agency teams to define KPIs, measurement strategies, and success metrics for digital initiatives. Support and evolve first-party data strategies, lead tracking, and digital measurement frameworks to improve visibility into customer behavior and marketing performance. Deliver strategic insights and recommendations related to website performance, conversion behavior, customer engagement, and digital experience optimization. Support experimentation and testing initiatives across landing pages, chatbot experiences, messaging, and digital optimization programs. Help define measurement approaches and testing frameworks related to AI-driven search behavior, AI Overviews (AIO), LLM impacts, and evolving organic discovery trends. Monitor shifts in digital acquisition behavior and recommend strategies to improve visibility, engagement, and conversion performance in an increasingly AI-driven marketing environment. Partner with Business Intelligence teams to improve data quality, scalable reporting capabilities, and self-service analytics solutions. Support strategic planning, quarterly business reviews, and executive discussions through analytical storytelling and actionable business insights. Operate independently in ambiguous environments, proactively identifying opportunities, risks, and emerging trends across digital analytics and customer behavior. What You Need to Get the Job Done: Bachelor's degree in Analytics, Marketing, Business, Statistics, Economics, Information Systems, or related field preferred. 5+ years of experience in digital analytics, marketing analytics, web analytics, or related analytical roles with increasing strategic scope and business influence. Deep experience with web analytics platforms such as Adobe Analytics, Google Analytics, or similar enterprise analytics tools. Strong experience analyzing digital funnels, customer journeys, lead behavior, and conversion performance within B2B SaaS or digital-first environments. Demonstrated ability to influence business decisions and provide strategic recommendations through data-driven insights and analytical storytelling. Experience developing scalable measurement frameworks, attribution approaches, and first-party data strategies. Strong understanding of digital tracking methodologies, customer behavior analytics, and marketing performance measurement. Experience leading analytical support for experimentation, optimization, or digital testing initiatives. Ability to operate independently and navigate ambiguity while managing multiple strategic priorities in a fast-paced environment. Strong stakeholder management and communication skills with experience partnering cross-functionally and presenting insights to senior leaders. Proficiency in AI, SQL, Excel, and BI/reporting platforms with the ability to independently analyze and synthesize large datasets. Strong analytical rigor, intellectual curiosity, and ability to proactively identify opportunities for optimization and business impact. What Would Make Us REALLY Love You: Experience supporting B2B SaaS marketing organizations with complex digital acquisition strategies. Familiarity with AI search trends, AI Overviews (AIO), LLM-driven discovery behavior, and evolving SEO/organic measurement strategies. Experience partnering with agencies and influencing external vendor analytics strategy and performance measurement approaches. Exposure to experimentation frameworks, incrementality methodologies, or advanced marketing measurement approaches. Experience influencing digital strategy, customer journey optimization, or conversion-focused business initiatives. Familiarity with CRM ecosystems such as Salesforce and lead lifecycle analytics frameworks. What You'll Love About Us A Great Company Culture that has been recognized by multiple organizations like Inc, and Salt Lake Tribune Comprehensive health, life, and disability insurance Generous leave policies that include 4 weeks of vacation, 12 company holidays, parental leave, and volunteer time off so you can enjoy quality of life 401k plans with up to 6% company match $2000 Paid-Paid Vacation bonus EAP through Headspace Check out all our benefits that benefit you About Us At BambooHR, we're building something different: we're building a people intelligence platform that transforms HR and sets people free to do great work! We're a proven market leader driving innovation while building lasting success through thoughtful, sustainable growth. Here, you'll find a place that champions growth: both professional and personal, both individual and collective. We invest in potential, giving you the space to stretch your capabilities and turn good ideas into reality while providing the safety net of a supportive, values-driven culture. Our approach combines meaningful work with meaningful lives, offering competitive benefits, professional development, and the flexibility to thrive both in and outside the office. What sets us apart isn't just what we do, but how we do it: with openness, integrity, and a shared commitment to doing the right thing. Join us in creating HR software that makes work better for everyone, while we make work better for you. BambooHR is committed to the full inclusion of all qualified individuals and will ensure that persons with disabilities are provided reasonable accommodations throughout the hiring process. If you would like to request accommodations, please let your recruiter know. BambooHR is An Equal Opportunity Employer M/F/D/V Because our team members are trusted to handle sensitive information, we require all candidates that receive and accept employment offers to complete a background check before being hired. For information on California Privacy Policy, click here. Our process utilizes AI as an assistant to efficiently process and analyze candidate data. Recruiters and hiring managers maintain full oversight and accountability, ensuring that all final selection and rejection decisions are human-made and based solely on objective job qualifications. Please see our General Privacy Notice and California Privacy Notice for more details. See our AI Guidelines for Candidates for details on how BambooHR uses AI in recruiting, how we expect candidates to use AI, and what is not allowed.
Enterprise Bank & Trust seeks a Sales Analyst to turn sales and financial data into insights that drive growth across our community-focused finance and insurance portfolio. In this role, you'll analyze pipelines, revenue trends, and product performance, prepare dashboards and forecasts, and support relationship managers with actionable recommendations. You'll partner closely with sales, finance, and leadership to optimize strategies, ensure data accuracy, and align reporting with regulatory expectations. Join a collaborative culture that values integrity, community impact, and professional development in relationship-driven banking. Responsibilities Analyze sales, revenue, and pipeline data to identify trends and growth opportunities across finance and insurance products. Develop and maintain dashboards, scorecards, and KPIs for sales leadership and relationship managers. Forecast sales performance and support planning for targets, territories, and product strategies. Ensure accuracy, integrity, and timeliness of sales and financial reporting in coordination with finance and operations. Partner with sales, finance, and leadership to provide data-driven recommendations that improve performance and client outcomes. Support compliance with internal controls and regulatory expectations in reporting and analysis. Prepare and deliver presentations that translate complex data into clear, actionable insights for non-technical stakeholders. Required Skills Sales data analysis Financial analysis & reporting Advanced Excel (pivot tables, VLOOKUP, modeling) CRM and sales reporting tools (e.g., Salesforce) Business intelligence tools (e.g., Tableau/Power BI) Forecasting & pipeline analytics SQL or database querying KPI development & performance dashboards Presentation & data visualization Regulatory and compliance awareness in financial services
10/26/2026
Full time
Enterprise Bank & Trust seeks a Sales Analyst to turn sales and financial data into insights that drive growth across our community-focused finance and insurance portfolio. In this role, you'll analyze pipelines, revenue trends, and product performance, prepare dashboards and forecasts, and support relationship managers with actionable recommendations. You'll partner closely with sales, finance, and leadership to optimize strategies, ensure data accuracy, and align reporting with regulatory expectations. Join a collaborative culture that values integrity, community impact, and professional development in relationship-driven banking. Responsibilities Analyze sales, revenue, and pipeline data to identify trends and growth opportunities across finance and insurance products. Develop and maintain dashboards, scorecards, and KPIs for sales leadership and relationship managers. Forecast sales performance and support planning for targets, territories, and product strategies. Ensure accuracy, integrity, and timeliness of sales and financial reporting in coordination with finance and operations. Partner with sales, finance, and leadership to provide data-driven recommendations that improve performance and client outcomes. Support compliance with internal controls and regulatory expectations in reporting and analysis. Prepare and deliver presentations that translate complex data into clear, actionable insights for non-technical stakeholders. Required Skills Sales data analysis Financial analysis & reporting Advanced Excel (pivot tables, VLOOKUP, modeling) CRM and sales reporting tools (e.g., Salesforce) Business intelligence tools (e.g., Tableau/Power BI) Forecasting & pipeline analytics SQL or database querying KPI development & performance dashboards Presentation & data visualization Regulatory and compliance awareness in financial services
Enterprise Bank & Trust is seeking a Sales Reporting Analyst to deliver accurate, actionable sales and revenue reporting across commercial and retail lines. In this role, you'll consolidate data from CRM and core banking systems, build dashboards, and analyze trends to support relationship managers, leadership, and product teams. You'll track KPIs, pipeline performance, and incentive metrics, providing insights that guide strategic decisions. Collaborating closely with sales, finance, and operations, you'll help optimize growth, support community-focused initiatives, and enhance relationship-driven banking through clear, meaningful analytics. Responsibilities Develop, maintain, and distribute recurring sales and revenue reports for commercial and retail banking channels. Aggregate and validate data from CRM, core banking, and other systems to ensure accuracy and consistency of sales metrics. Design and update dashboards to track KPIs, pipeline health, and incentive performance for relationship managers and leaders. Analyze trends in sales activity, product performance, and customer segments to identify growth opportunities and risks. Partner with sales, finance, and operations to define reporting requirements and improve measurement of strategic initiatives. Support incentive plan tracking and modeling by providing detailed performance data and scenario analysis. Prepare clear visualizations and presentations that translate complex data into actionable insights for non-technical stakeholders. Contribute to process improvements and automation of reporting workflows to increase efficiency and data reliability. Required Skills Sales performance analysis Financial and revenue reporting CRM and core banking data extraction Advanced Excel and data modeling Business intelligence tools (Tableau/Power BI) SQL for reporting and analysis Forecasting and pipeline analytics KPI and dashboard development Data visualization and storytelling Stakeholder communication and presentation
10/26/2026
Full time
Enterprise Bank & Trust is seeking a Sales Reporting Analyst to deliver accurate, actionable sales and revenue reporting across commercial and retail lines. In this role, you'll consolidate data from CRM and core banking systems, build dashboards, and analyze trends to support relationship managers, leadership, and product teams. You'll track KPIs, pipeline performance, and incentive metrics, providing insights that guide strategic decisions. Collaborating closely with sales, finance, and operations, you'll help optimize growth, support community-focused initiatives, and enhance relationship-driven banking through clear, meaningful analytics. Responsibilities Develop, maintain, and distribute recurring sales and revenue reports for commercial and retail banking channels. Aggregate and validate data from CRM, core banking, and other systems to ensure accuracy and consistency of sales metrics. Design and update dashboards to track KPIs, pipeline health, and incentive performance for relationship managers and leaders. Analyze trends in sales activity, product performance, and customer segments to identify growth opportunities and risks. Partner with sales, finance, and operations to define reporting requirements and improve measurement of strategic initiatives. Support incentive plan tracking and modeling by providing detailed performance data and scenario analysis. Prepare clear visualizations and presentations that translate complex data into actionable insights for non-technical stakeholders. Contribute to process improvements and automation of reporting workflows to increase efficiency and data reliability. Required Skills Sales performance analysis Financial and revenue reporting CRM and core banking data extraction Advanced Excel and data modeling Business intelligence tools (Tableau/Power BI) SQL for reporting and analysis Forecasting and pipeline analytics KPI and dashboard development Data visualization and storytelling Stakeholder communication and presentation
Enterprise Bank & Trust seeks a Sales Analyst to turn sales and financial data into insights that drive growth across our community-focused finance and insurance portfolio. In this role, you'll analyze pipelines, revenue trends, and product performance, prepare dashboards and forecasts, and support relationship managers with actionable recommendations. You'll partner closely with sales, finance, and leadership to optimize strategies, ensure data accuracy, and align reporting with regulatory expectations. Join a collaborative culture that values integrity, community impact, and professional development in relationship-driven banking. Responsibilities Analyze sales, revenue, and pipeline data to identify trends and growth opportunities across finance and insurance products. Develop and maintain dashboards, scorecards, and KPIs for sales leadership and relationship managers. Forecast sales performance and support planning for targets, territories, and product strategies. Ensure accuracy, integrity, and timeliness of sales and financial reporting in coordination with finance and operations. Partner with sales, finance, and leadership to provide data-driven recommendations that improve performance and client outcomes. Support compliance with internal controls and regulatory expectations in reporting and analysis. Prepare and deliver presentations that translate complex data into clear, actionable insights for non-technical stakeholders. Required Skills Sales data analysis Financial analysis & reporting Advanced Excel (pivot tables, VLOOKUP, modeling) CRM and sales reporting tools (e.g., Salesforce) Business intelligence tools (e.g., Tableau/Power BI) Forecasting & pipeline analytics SQL or database querying KPI development & performance dashboards Presentation & data visualization Regulatory and compliance awareness in financial services
10/26/2026
Full time
Enterprise Bank & Trust seeks a Sales Analyst to turn sales and financial data into insights that drive growth across our community-focused finance and insurance portfolio. In this role, you'll analyze pipelines, revenue trends, and product performance, prepare dashboards and forecasts, and support relationship managers with actionable recommendations. You'll partner closely with sales, finance, and leadership to optimize strategies, ensure data accuracy, and align reporting with regulatory expectations. Join a collaborative culture that values integrity, community impact, and professional development in relationship-driven banking. Responsibilities Analyze sales, revenue, and pipeline data to identify trends and growth opportunities across finance and insurance products. Develop and maintain dashboards, scorecards, and KPIs for sales leadership and relationship managers. Forecast sales performance and support planning for targets, territories, and product strategies. Ensure accuracy, integrity, and timeliness of sales and financial reporting in coordination with finance and operations. Partner with sales, finance, and leadership to provide data-driven recommendations that improve performance and client outcomes. Support compliance with internal controls and regulatory expectations in reporting and analysis. Prepare and deliver presentations that translate complex data into clear, actionable insights for non-technical stakeholders. Required Skills Sales data analysis Financial analysis & reporting Advanced Excel (pivot tables, VLOOKUP, modeling) CRM and sales reporting tools (e.g., Salesforce) Business intelligence tools (e.g., Tableau/Power BI) Forecasting & pipeline analytics SQL or database querying KPI development & performance dashboards Presentation & data visualization Regulatory and compliance awareness in financial services
Enterprise Bank & Trust seeks a Sales Analyst to turn sales and financial data into insights that drive growth across our community-focused finance and insurance portfolio. In this role, you'll analyze pipelines, revenue trends, and product performance, prepare dashboards and forecasts, and support relationship managers with actionable recommendations. You'll partner closely with sales, finance, and leadership to optimize strategies, ensure data accuracy, and align reporting with regulatory expectations. Join a collaborative culture that values integrity, community impact, and professional development in relationship-driven banking. Responsibilities Analyze sales, revenue, and pipeline data to identify trends and growth opportunities across finance and insurance products. Develop and maintain dashboards, scorecards, and KPIs for sales leadership and relationship managers. Forecast sales performance and support planning for targets, territories, and product strategies. Ensure accuracy, integrity, and timeliness of sales and financial reporting in coordination with finance and operations. Partner with sales, finance, and leadership to provide data-driven recommendations that improve performance and client outcomes. Support compliance with internal controls and regulatory expectations in reporting and analysis. Prepare and deliver presentations that translate complex data into clear, actionable insights for non-technical stakeholders. Required Skills Sales data analysis Financial analysis & reporting Advanced Excel (pivot tables, VLOOKUP, modeling) CRM and sales reporting tools (e.g., Salesforce) Business intelligence tools (e.g., Tableau/Power BI) Forecasting & pipeline analytics SQL or database querying KPI development & performance dashboards Presentation & data visualization Regulatory and compliance awareness in financial services
10/26/2026
Full time
Enterprise Bank & Trust seeks a Sales Analyst to turn sales and financial data into insights that drive growth across our community-focused finance and insurance portfolio. In this role, you'll analyze pipelines, revenue trends, and product performance, prepare dashboards and forecasts, and support relationship managers with actionable recommendations. You'll partner closely with sales, finance, and leadership to optimize strategies, ensure data accuracy, and align reporting with regulatory expectations. Join a collaborative culture that values integrity, community impact, and professional development in relationship-driven banking. Responsibilities Analyze sales, revenue, and pipeline data to identify trends and growth opportunities across finance and insurance products. Develop and maintain dashboards, scorecards, and KPIs for sales leadership and relationship managers. Forecast sales performance and support planning for targets, territories, and product strategies. Ensure accuracy, integrity, and timeliness of sales and financial reporting in coordination with finance and operations. Partner with sales, finance, and leadership to provide data-driven recommendations that improve performance and client outcomes. Support compliance with internal controls and regulatory expectations in reporting and analysis. Prepare and deliver presentations that translate complex data into clear, actionable insights for non-technical stakeholders. Required Skills Sales data analysis Financial analysis & reporting Advanced Excel (pivot tables, VLOOKUP, modeling) CRM and sales reporting tools (e.g., Salesforce) Business intelligence tools (e.g., Tableau/Power BI) Forecasting & pipeline analytics SQL or database querying KPI development & performance dashboards Presentation & data visualization Regulatory and compliance awareness in financial services
Enterprise Bank & Trust is seeking a Sales Reporting Analyst to deliver accurate, actionable sales and revenue reporting across commercial and retail lines. In this role, you'll consolidate data from CRM and core banking systems, build dashboards, and analyze trends to support relationship managers, leadership, and product teams. You'll track KPIs, pipeline performance, and incentive metrics, providing insights that guide strategic decisions. Collaborating closely with sales, finance, and operations, you'll help optimize growth, support community-focused initiatives, and enhance relationship-driven banking through clear, meaningful analytics. Responsibilities Develop, maintain, and distribute recurring sales and revenue reports for commercial and retail banking channels. Aggregate and validate data from CRM, core banking, and other systems to ensure accuracy and consistency of sales metrics. Design and update dashboards to track KPIs, pipeline health, and incentive performance for relationship managers and leaders. Analyze trends in sales activity, product performance, and customer segments to identify growth opportunities and risks. Partner with sales, finance, and operations to define reporting requirements and improve measurement of strategic initiatives. Support incentive plan tracking and modeling by providing detailed performance data and scenario analysis. Prepare clear visualizations and presentations that translate complex data into actionable insights for non-technical stakeholders. Contribute to process improvements and automation of reporting workflows to increase efficiency and data reliability. Required Skills Sales performance analysis Financial and revenue reporting CRM and core banking data extraction Advanced Excel and data modeling Business intelligence tools (Tableau/Power BI) SQL for reporting and analysis Forecasting and pipeline analytics KPI and dashboard development Data visualization and storytelling Stakeholder communication and presentation
10/26/2026
Full time
Enterprise Bank & Trust is seeking a Sales Reporting Analyst to deliver accurate, actionable sales and revenue reporting across commercial and retail lines. In this role, you'll consolidate data from CRM and core banking systems, build dashboards, and analyze trends to support relationship managers, leadership, and product teams. You'll track KPIs, pipeline performance, and incentive metrics, providing insights that guide strategic decisions. Collaborating closely with sales, finance, and operations, you'll help optimize growth, support community-focused initiatives, and enhance relationship-driven banking through clear, meaningful analytics. Responsibilities Develop, maintain, and distribute recurring sales and revenue reports for commercial and retail banking channels. Aggregate and validate data from CRM, core banking, and other systems to ensure accuracy and consistency of sales metrics. Design and update dashboards to track KPIs, pipeline health, and incentive performance for relationship managers and leaders. Analyze trends in sales activity, product performance, and customer segments to identify growth opportunities and risks. Partner with sales, finance, and operations to define reporting requirements and improve measurement of strategic initiatives. Support incentive plan tracking and modeling by providing detailed performance data and scenario analysis. Prepare clear visualizations and presentations that translate complex data into actionable insights for non-technical stakeholders. Contribute to process improvements and automation of reporting workflows to increase efficiency and data reliability. Required Skills Sales performance analysis Financial and revenue reporting CRM and core banking data extraction Advanced Excel and data modeling Business intelligence tools (Tableau/Power BI) SQL for reporting and analysis Forecasting and pipeline analytics KPI and dashboard development Data visualization and storytelling Stakeholder communication and presentation
Enterprise Bank & Trust is seeking a Sales Reporting Analyst to deliver accurate, actionable sales and revenue reporting across commercial and retail lines. In this role, you'll consolidate data from CRM and core banking systems, build dashboards, and analyze trends to support relationship managers, leadership, and product teams. You'll track KPIs, pipeline performance, and incentive metrics, providing insights that guide strategic decisions. Collaborating closely with sales, finance, and operations, you'll help optimize growth, support community-focused initiatives, and enhance relationship-driven banking through clear, meaningful analytics. Responsibilities Develop, maintain, and distribute recurring sales and revenue reports for commercial and retail banking channels. Aggregate and validate data from CRM, core banking, and other systems to ensure accuracy and consistency of sales metrics. Design and update dashboards to track KPIs, pipeline health, and incentive performance for relationship managers and leaders. Analyze trends in sales activity, product performance, and customer segments to identify growth opportunities and risks. Partner with sales, finance, and operations to define reporting requirements and improve measurement of strategic initiatives. Support incentive plan tracking and modeling by providing detailed performance data and scenario analysis. Prepare clear visualizations and presentations that translate complex data into actionable insights for non-technical stakeholders. Contribute to process improvements and automation of reporting workflows to increase efficiency and data reliability. Required Skills Sales performance analysis Financial and revenue reporting CRM and core banking data extraction Advanced Excel and data modeling Business intelligence tools (Tableau/Power BI) SQL for reporting and analysis Forecasting and pipeline analytics KPI and dashboard development Data visualization and storytelling Stakeholder communication and presentation
10/26/2026
Full time
Enterprise Bank & Trust is seeking a Sales Reporting Analyst to deliver accurate, actionable sales and revenue reporting across commercial and retail lines. In this role, you'll consolidate data from CRM and core banking systems, build dashboards, and analyze trends to support relationship managers, leadership, and product teams. You'll track KPIs, pipeline performance, and incentive metrics, providing insights that guide strategic decisions. Collaborating closely with sales, finance, and operations, you'll help optimize growth, support community-focused initiatives, and enhance relationship-driven banking through clear, meaningful analytics. Responsibilities Develop, maintain, and distribute recurring sales and revenue reports for commercial and retail banking channels. Aggregate and validate data from CRM, core banking, and other systems to ensure accuracy and consistency of sales metrics. Design and update dashboards to track KPIs, pipeline health, and incentive performance for relationship managers and leaders. Analyze trends in sales activity, product performance, and customer segments to identify growth opportunities and risks. Partner with sales, finance, and operations to define reporting requirements and improve measurement of strategic initiatives. Support incentive plan tracking and modeling by providing detailed performance data and scenario analysis. Prepare clear visualizations and presentations that translate complex data into actionable insights for non-technical stakeholders. Contribute to process improvements and automation of reporting workflows to increase efficiency and data reliability. Required Skills Sales performance analysis Financial and revenue reporting CRM and core banking data extraction Advanced Excel and data modeling Business intelligence tools (Tableau/Power BI) SQL for reporting and analysis Forecasting and pipeline analytics KPI and dashboard development Data visualization and storytelling Stakeholder communication and presentation
Enterprise Bank & Trust seeks a Sales Analyst to turn sales and financial data into insights that drive growth across our community-focused finance and insurance portfolio. In this role, you'll analyze pipelines, revenue trends, and product performance, prepare dashboards and forecasts, and support relationship managers with actionable recommendations. You'll partner closely with sales, finance, and leadership to optimize strategies, ensure data accuracy, and align reporting with regulatory expectations. Join a collaborative culture that values integrity, community impact, and professional development in relationship-driven banking. Responsibilities Analyze sales, revenue, and pipeline data to identify trends and growth opportunities across finance and insurance products. Develop and maintain dashboards, scorecards, and KPIs for sales leadership and relationship managers. Forecast sales performance and support planning for targets, territories, and product strategies. Ensure accuracy, integrity, and timeliness of sales and financial reporting in coordination with finance and operations. Partner with sales, finance, and leadership to provide data-driven recommendations that improve performance and client outcomes. Support compliance with internal controls and regulatory expectations in reporting and analysis. Prepare and deliver presentations that translate complex data into clear, actionable insights for non-technical stakeholders. Required Skills Sales data analysis Financial analysis & reporting Advanced Excel (pivot tables, VLOOKUP, modeling) CRM and sales reporting tools (e.g., Salesforce) Business intelligence tools (e.g., Tableau/Power BI) Forecasting & pipeline analytics SQL or database querying KPI development & performance dashboards Presentation & data visualization Regulatory and compliance awareness in financial services
10/26/2026
Full time
Enterprise Bank & Trust seeks a Sales Analyst to turn sales and financial data into insights that drive growth across our community-focused finance and insurance portfolio. In this role, you'll analyze pipelines, revenue trends, and product performance, prepare dashboards and forecasts, and support relationship managers with actionable recommendations. You'll partner closely with sales, finance, and leadership to optimize strategies, ensure data accuracy, and align reporting with regulatory expectations. Join a collaborative culture that values integrity, community impact, and professional development in relationship-driven banking. Responsibilities Analyze sales, revenue, and pipeline data to identify trends and growth opportunities across finance and insurance products. Develop and maintain dashboards, scorecards, and KPIs for sales leadership and relationship managers. Forecast sales performance and support planning for targets, territories, and product strategies. Ensure accuracy, integrity, and timeliness of sales and financial reporting in coordination with finance and operations. Partner with sales, finance, and leadership to provide data-driven recommendations that improve performance and client outcomes. Support compliance with internal controls and regulatory expectations in reporting and analysis. Prepare and deliver presentations that translate complex data into clear, actionable insights for non-technical stakeholders. Required Skills Sales data analysis Financial analysis & reporting Advanced Excel (pivot tables, VLOOKUP, modeling) CRM and sales reporting tools (e.g., Salesforce) Business intelligence tools (e.g., Tableau/Power BI) Forecasting & pipeline analytics SQL or database querying KPI development & performance dashboards Presentation & data visualization Regulatory and compliance awareness in financial services
Enterprise Bank & Trust is seeking a Sales Reporting Analyst to deliver accurate, actionable sales and revenue reporting across commercial and retail lines. In this role, you'll consolidate data from CRM and core banking systems, build dashboards, and analyze trends to support relationship managers, leadership, and product teams. You'll track KPIs, pipeline performance, and incentive metrics, providing insights that guide strategic decisions. Collaborating closely with sales, finance, and operations, you'll help optimize growth, support community-focused initiatives, and enhance relationship-driven banking through clear, meaningful analytics. Responsibilities Develop, maintain, and distribute recurring sales and revenue reports for commercial and retail banking channels. Aggregate and validate data from CRM, core banking, and other systems to ensure accuracy and consistency of sales metrics. Design and update dashboards to track KPIs, pipeline health, and incentive performance for relationship managers and leaders. Analyze trends in sales activity, product performance, and customer segments to identify growth opportunities and risks. Partner with sales, finance, and operations to define reporting requirements and improve measurement of strategic initiatives. Support incentive plan tracking and modeling by providing detailed performance data and scenario analysis. Prepare clear visualizations and presentations that translate complex data into actionable insights for non-technical stakeholders. Contribute to process improvements and automation of reporting workflows to increase efficiency and data reliability. Required Skills Sales performance analysis Financial and revenue reporting CRM and core banking data extraction Advanced Excel and data modeling Business intelligence tools (Tableau/Power BI) SQL for reporting and analysis Forecasting and pipeline analytics KPI and dashboard development Data visualization and storytelling Stakeholder communication and presentation
10/26/2026
Full time
Enterprise Bank & Trust is seeking a Sales Reporting Analyst to deliver accurate, actionable sales and revenue reporting across commercial and retail lines. In this role, you'll consolidate data from CRM and core banking systems, build dashboards, and analyze trends to support relationship managers, leadership, and product teams. You'll track KPIs, pipeline performance, and incentive metrics, providing insights that guide strategic decisions. Collaborating closely with sales, finance, and operations, you'll help optimize growth, support community-focused initiatives, and enhance relationship-driven banking through clear, meaningful analytics. Responsibilities Develop, maintain, and distribute recurring sales and revenue reports for commercial and retail banking channels. Aggregate and validate data from CRM, core banking, and other systems to ensure accuracy and consistency of sales metrics. Design and update dashboards to track KPIs, pipeline health, and incentive performance for relationship managers and leaders. Analyze trends in sales activity, product performance, and customer segments to identify growth opportunities and risks. Partner with sales, finance, and operations to define reporting requirements and improve measurement of strategic initiatives. Support incentive plan tracking and modeling by providing detailed performance data and scenario analysis. Prepare clear visualizations and presentations that translate complex data into actionable insights for non-technical stakeholders. Contribute to process improvements and automation of reporting workflows to increase efficiency and data reliability. Required Skills Sales performance analysis Financial and revenue reporting CRM and core banking data extraction Advanced Excel and data modeling Business intelligence tools (Tableau/Power BI) SQL for reporting and analysis Forecasting and pipeline analytics KPI and dashboard development Data visualization and storytelling Stakeholder communication and presentation
Enterprise Bank & Trust seeks a Sales Analyst to turn sales and financial data into insights that drive growth across our community-focused finance and insurance portfolio. In this role, you'll analyze pipelines, revenue trends, and product performance, prepare dashboards and forecasts, and support relationship managers with actionable recommendations. You'll partner closely with sales, finance, and leadership to optimize strategies, ensure data accuracy, and align reporting with regulatory expectations. Join a collaborative culture that values integrity, community impact, and professional development in relationship-driven banking. Responsibilities Analyze sales, revenue, and pipeline data to identify trends and growth opportunities across finance and insurance products. Develop and maintain dashboards, scorecards, and KPIs for sales leadership and relationship managers. Forecast sales performance and support planning for targets, territories, and product strategies. Ensure accuracy, integrity, and timeliness of sales and financial reporting in coordination with finance and operations. Partner with sales, finance, and leadership to provide data-driven recommendations that improve performance and client outcomes. Support compliance with internal controls and regulatory expectations in reporting and analysis. Prepare and deliver presentations that translate complex data into clear, actionable insights for non-technical stakeholders. Required Skills Sales data analysis Financial analysis & reporting Advanced Excel (pivot tables, VLOOKUP, modeling) CRM and sales reporting tools (e.g., Salesforce) Business intelligence tools (e.g., Tableau/Power BI) Forecasting & pipeline analytics SQL or database querying KPI development & performance dashboards Presentation & data visualization Regulatory and compliance awareness in financial services
10/26/2026
Full time
Enterprise Bank & Trust seeks a Sales Analyst to turn sales and financial data into insights that drive growth across our community-focused finance and insurance portfolio. In this role, you'll analyze pipelines, revenue trends, and product performance, prepare dashboards and forecasts, and support relationship managers with actionable recommendations. You'll partner closely with sales, finance, and leadership to optimize strategies, ensure data accuracy, and align reporting with regulatory expectations. Join a collaborative culture that values integrity, community impact, and professional development in relationship-driven banking. Responsibilities Analyze sales, revenue, and pipeline data to identify trends and growth opportunities across finance and insurance products. Develop and maintain dashboards, scorecards, and KPIs for sales leadership and relationship managers. Forecast sales performance and support planning for targets, territories, and product strategies. Ensure accuracy, integrity, and timeliness of sales and financial reporting in coordination with finance and operations. Partner with sales, finance, and leadership to provide data-driven recommendations that improve performance and client outcomes. Support compliance with internal controls and regulatory expectations in reporting and analysis. Prepare and deliver presentations that translate complex data into clear, actionable insights for non-technical stakeholders. Required Skills Sales data analysis Financial analysis & reporting Advanced Excel (pivot tables, VLOOKUP, modeling) CRM and sales reporting tools (e.g., Salesforce) Business intelligence tools (e.g., Tableau/Power BI) Forecasting & pipeline analytics SQL or database querying KPI development & performance dashboards Presentation & data visualization Regulatory and compliance awareness in financial services
Enterprise Bank & Trust seeks a Sales Analyst to turn sales and financial data into insights that drive growth across our community-focused finance and insurance portfolio. In this role, you'll analyze pipelines, revenue trends, and product performance, prepare dashboards and forecasts, and support relationship managers with actionable recommendations. You'll partner closely with sales, finance, and leadership to optimize strategies, ensure data accuracy, and align reporting with regulatory expectations. Join a collaborative culture that values integrity, community impact, and professional development in relationship-driven banking. Responsibilities Analyze sales, revenue, and pipeline data to identify trends and growth opportunities across finance and insurance products. Develop and maintain dashboards, scorecards, and KPIs for sales leadership and relationship managers. Forecast sales performance and support planning for targets, territories, and product strategies. Ensure accuracy, integrity, and timeliness of sales and financial reporting in coordination with finance and operations. Partner with sales, finance, and leadership to provide data-driven recommendations that improve performance and client outcomes. Support compliance with internal controls and regulatory expectations in reporting and analysis. Prepare and deliver presentations that translate complex data into clear, actionable insights for non-technical stakeholders. Required Skills Sales data analysis Financial analysis & reporting Advanced Excel (pivot tables, VLOOKUP, modeling) CRM and sales reporting tools (e.g., Salesforce) Business intelligence tools (e.g., Tableau/Power BI) Forecasting & pipeline analytics SQL or database querying KPI development & performance dashboards Presentation & data visualization Regulatory and compliance awareness in financial services
10/26/2026
Full time
Enterprise Bank & Trust seeks a Sales Analyst to turn sales and financial data into insights that drive growth across our community-focused finance and insurance portfolio. In this role, you'll analyze pipelines, revenue trends, and product performance, prepare dashboards and forecasts, and support relationship managers with actionable recommendations. You'll partner closely with sales, finance, and leadership to optimize strategies, ensure data accuracy, and align reporting with regulatory expectations. Join a collaborative culture that values integrity, community impact, and professional development in relationship-driven banking. Responsibilities Analyze sales, revenue, and pipeline data to identify trends and growth opportunities across finance and insurance products. Develop and maintain dashboards, scorecards, and KPIs for sales leadership and relationship managers. Forecast sales performance and support planning for targets, territories, and product strategies. Ensure accuracy, integrity, and timeliness of sales and financial reporting in coordination with finance and operations. Partner with sales, finance, and leadership to provide data-driven recommendations that improve performance and client outcomes. Support compliance with internal controls and regulatory expectations in reporting and analysis. Prepare and deliver presentations that translate complex data into clear, actionable insights for non-technical stakeholders. Required Skills Sales data analysis Financial analysis & reporting Advanced Excel (pivot tables, VLOOKUP, modeling) CRM and sales reporting tools (e.g., Salesforce) Business intelligence tools (e.g., Tableau/Power BI) Forecasting & pipeline analytics SQL or database querying KPI development & performance dashboards Presentation & data visualization Regulatory and compliance awareness in financial services
Enterprise Bank & Trust is seeking a Sales Reporting Analyst to deliver accurate, actionable sales and revenue reporting across commercial and retail lines. In this role, you'll consolidate data from CRM and core banking systems, build dashboards, and analyze trends to support relationship managers, leadership, and product teams. You'll track KPIs, pipeline performance, and incentive metrics, providing insights that guide strategic decisions. Collaborating closely with sales, finance, and operations, you'll help optimize growth, support community-focused initiatives, and enhance relationship-driven banking through clear, meaningful analytics. Responsibilities Develop, maintain, and distribute recurring sales and revenue reports for commercial and retail banking channels. Aggregate and validate data from CRM, core banking, and other systems to ensure accuracy and consistency of sales metrics. Design and update dashboards to track KPIs, pipeline health, and incentive performance for relationship managers and leaders. Analyze trends in sales activity, product performance, and customer segments to identify growth opportunities and risks. Partner with sales, finance, and operations to define reporting requirements and improve measurement of strategic initiatives. Support incentive plan tracking and modeling by providing detailed performance data and scenario analysis. Prepare clear visualizations and presentations that translate complex data into actionable insights for non-technical stakeholders. Contribute to process improvements and automation of reporting workflows to increase efficiency and data reliability. Required Skills Sales performance analysis Financial and revenue reporting CRM and core banking data extraction Advanced Excel and data modeling Business intelligence tools (Tableau/Power BI) SQL for reporting and analysis Forecasting and pipeline analytics KPI and dashboard development Data visualization and storytelling Stakeholder communication and presentation
10/26/2026
Full time
Enterprise Bank & Trust is seeking a Sales Reporting Analyst to deliver accurate, actionable sales and revenue reporting across commercial and retail lines. In this role, you'll consolidate data from CRM and core banking systems, build dashboards, and analyze trends to support relationship managers, leadership, and product teams. You'll track KPIs, pipeline performance, and incentive metrics, providing insights that guide strategic decisions. Collaborating closely with sales, finance, and operations, you'll help optimize growth, support community-focused initiatives, and enhance relationship-driven banking through clear, meaningful analytics. Responsibilities Develop, maintain, and distribute recurring sales and revenue reports for commercial and retail banking channels. Aggregate and validate data from CRM, core banking, and other systems to ensure accuracy and consistency of sales metrics. Design and update dashboards to track KPIs, pipeline health, and incentive performance for relationship managers and leaders. Analyze trends in sales activity, product performance, and customer segments to identify growth opportunities and risks. Partner with sales, finance, and operations to define reporting requirements and improve measurement of strategic initiatives. Support incentive plan tracking and modeling by providing detailed performance data and scenario analysis. Prepare clear visualizations and presentations that translate complex data into actionable insights for non-technical stakeholders. Contribute to process improvements and automation of reporting workflows to increase efficiency and data reliability. Required Skills Sales performance analysis Financial and revenue reporting CRM and core banking data extraction Advanced Excel and data modeling Business intelligence tools (Tableau/Power BI) SQL for reporting and analysis Forecasting and pipeline analytics KPI and dashboard development Data visualization and storytelling Stakeholder communication and presentation
Enterprise Bank & Trust seeks a Sales Analyst to turn sales and financial data into insights that drive growth across our community-focused finance and insurance portfolio. In this role, you'll analyze pipelines, revenue trends, and product performance, prepare dashboards and forecasts, and support relationship managers with actionable recommendations. You'll partner closely with sales, finance, and leadership to optimize strategies, ensure data accuracy, and align reporting with regulatory expectations. Join a collaborative culture that values integrity, community impact, and professional development in relationship-driven banking. Responsibilities Analyze sales, revenue, and pipeline data to identify trends and growth opportunities across finance and insurance products. Develop and maintain dashboards, scorecards, and KPIs for sales leadership and relationship managers. Forecast sales performance and support planning for targets, territories, and product strategies. Ensure accuracy, integrity, and timeliness of sales and financial reporting in coordination with finance and operations. Partner with sales, finance, and leadership to provide data-driven recommendations that improve performance and client outcomes. Support compliance with internal controls and regulatory expectations in reporting and analysis. Prepare and deliver presentations that translate complex data into clear, actionable insights for non-technical stakeholders. Required Skills Sales data analysis Financial analysis & reporting Advanced Excel (pivot tables, VLOOKUP, modeling) CRM and sales reporting tools (e.g., Salesforce) Business intelligence tools (e.g., Tableau/Power BI) Forecasting & pipeline analytics SQL or database querying KPI development & performance dashboards Presentation & data visualization Regulatory and compliance awareness in financial services
10/26/2026
Full time
Enterprise Bank & Trust seeks a Sales Analyst to turn sales and financial data into insights that drive growth across our community-focused finance and insurance portfolio. In this role, you'll analyze pipelines, revenue trends, and product performance, prepare dashboards and forecasts, and support relationship managers with actionable recommendations. You'll partner closely with sales, finance, and leadership to optimize strategies, ensure data accuracy, and align reporting with regulatory expectations. Join a collaborative culture that values integrity, community impact, and professional development in relationship-driven banking. Responsibilities Analyze sales, revenue, and pipeline data to identify trends and growth opportunities across finance and insurance products. Develop and maintain dashboards, scorecards, and KPIs for sales leadership and relationship managers. Forecast sales performance and support planning for targets, territories, and product strategies. Ensure accuracy, integrity, and timeliness of sales and financial reporting in coordination with finance and operations. Partner with sales, finance, and leadership to provide data-driven recommendations that improve performance and client outcomes. Support compliance with internal controls and regulatory expectations in reporting and analysis. Prepare and deliver presentations that translate complex data into clear, actionable insights for non-technical stakeholders. Required Skills Sales data analysis Financial analysis & reporting Advanced Excel (pivot tables, VLOOKUP, modeling) CRM and sales reporting tools (e.g., Salesforce) Business intelligence tools (e.g., Tableau/Power BI) Forecasting & pipeline analytics SQL or database querying KPI development & performance dashboards Presentation & data visualization Regulatory and compliance awareness in financial services
Enterprise Bank & Trust is seeking a Sales Reporting Analyst to deliver accurate, actionable sales and revenue reporting across commercial and retail lines. In this role, you'll consolidate data from CRM and core banking systems, build dashboards, and analyze trends to support relationship managers, leadership, and product teams. You'll track KPIs, pipeline performance, and incentive metrics, providing insights that guide strategic decisions. Collaborating closely with sales, finance, and operations, you'll help optimize growth, support community-focused initiatives, and enhance relationship-driven banking through clear, meaningful analytics. Responsibilities Develop, maintain, and distribute recurring sales and revenue reports for commercial and retail banking channels. Aggregate and validate data from CRM, core banking, and other systems to ensure accuracy and consistency of sales metrics. Design and update dashboards to track KPIs, pipeline health, and incentive performance for relationship managers and leaders. Analyze trends in sales activity, product performance, and customer segments to identify growth opportunities and risks. Partner with sales, finance, and operations to define reporting requirements and improve measurement of strategic initiatives. Support incentive plan tracking and modeling by providing detailed performance data and scenario analysis. Prepare clear visualizations and presentations that translate complex data into actionable insights for non-technical stakeholders. Contribute to process improvements and automation of reporting workflows to increase efficiency and data reliability. Required Skills Sales performance analysis Financial and revenue reporting CRM and core banking data extraction Advanced Excel and data modeling Business intelligence tools (Tableau/Power BI) SQL for reporting and analysis Forecasting and pipeline analytics KPI and dashboard development Data visualization and storytelling Stakeholder communication and presentation
10/26/2026
Full time
Enterprise Bank & Trust is seeking a Sales Reporting Analyst to deliver accurate, actionable sales and revenue reporting across commercial and retail lines. In this role, you'll consolidate data from CRM and core banking systems, build dashboards, and analyze trends to support relationship managers, leadership, and product teams. You'll track KPIs, pipeline performance, and incentive metrics, providing insights that guide strategic decisions. Collaborating closely with sales, finance, and operations, you'll help optimize growth, support community-focused initiatives, and enhance relationship-driven banking through clear, meaningful analytics. Responsibilities Develop, maintain, and distribute recurring sales and revenue reports for commercial and retail banking channels. Aggregate and validate data from CRM, core banking, and other systems to ensure accuracy and consistency of sales metrics. Design and update dashboards to track KPIs, pipeline health, and incentive performance for relationship managers and leaders. Analyze trends in sales activity, product performance, and customer segments to identify growth opportunities and risks. Partner with sales, finance, and operations to define reporting requirements and improve measurement of strategic initiatives. Support incentive plan tracking and modeling by providing detailed performance data and scenario analysis. Prepare clear visualizations and presentations that translate complex data into actionable insights for non-technical stakeholders. Contribute to process improvements and automation of reporting workflows to increase efficiency and data reliability. Required Skills Sales performance analysis Financial and revenue reporting CRM and core banking data extraction Advanced Excel and data modeling Business intelligence tools (Tableau/Power BI) SQL for reporting and analysis Forecasting and pipeline analytics KPI and dashboard development Data visualization and storytelling Stakeholder communication and presentation
Enterprise Bank & Trust is seeking a Sales Reporting Analyst to deliver accurate, actionable sales and revenue reporting across commercial and retail lines. In this role, you'll consolidate data from CRM and core banking systems, build dashboards, and analyze trends to support relationship managers, leadership, and product teams. You'll track KPIs, pipeline performance, and incentive metrics, providing insights that guide strategic decisions. Collaborating closely with sales, finance, and operations, you'll help optimize growth, support community-focused initiatives, and enhance relationship-driven banking through clear, meaningful analytics. Responsibilities Develop, maintain, and distribute recurring sales and revenue reports for commercial and retail banking channels. Aggregate and validate data from CRM, core banking, and other systems to ensure accuracy and consistency of sales metrics. Design and update dashboards to track KPIs, pipeline health, and incentive performance for relationship managers and leaders. Analyze trends in sales activity, product performance, and customer segments to identify growth opportunities and risks. Partner with sales, finance, and operations to define reporting requirements and improve measurement of strategic initiatives. Support incentive plan tracking and modeling by providing detailed performance data and scenario analysis. Prepare clear visualizations and presentations that translate complex data into actionable insights for non-technical stakeholders. Contribute to process improvements and automation of reporting workflows to increase efficiency and data reliability. Required Skills Sales performance analysis Financial and revenue reporting CRM and core banking data extraction Advanced Excel and data modeling Business intelligence tools (Tableau/Power BI) SQL for reporting and analysis Forecasting and pipeline analytics KPI and dashboard development Data visualization and storytelling Stakeholder communication and presentation
10/26/2026
Full time
Enterprise Bank & Trust is seeking a Sales Reporting Analyst to deliver accurate, actionable sales and revenue reporting across commercial and retail lines. In this role, you'll consolidate data from CRM and core banking systems, build dashboards, and analyze trends to support relationship managers, leadership, and product teams. You'll track KPIs, pipeline performance, and incentive metrics, providing insights that guide strategic decisions. Collaborating closely with sales, finance, and operations, you'll help optimize growth, support community-focused initiatives, and enhance relationship-driven banking through clear, meaningful analytics. Responsibilities Develop, maintain, and distribute recurring sales and revenue reports for commercial and retail banking channels. Aggregate and validate data from CRM, core banking, and other systems to ensure accuracy and consistency of sales metrics. Design and update dashboards to track KPIs, pipeline health, and incentive performance for relationship managers and leaders. Analyze trends in sales activity, product performance, and customer segments to identify growth opportunities and risks. Partner with sales, finance, and operations to define reporting requirements and improve measurement of strategic initiatives. Support incentive plan tracking and modeling by providing detailed performance data and scenario analysis. Prepare clear visualizations and presentations that translate complex data into actionable insights for non-technical stakeholders. Contribute to process improvements and automation of reporting workflows to increase efficiency and data reliability. Required Skills Sales performance analysis Financial and revenue reporting CRM and core banking data extraction Advanced Excel and data modeling Business intelligence tools (Tableau/Power BI) SQL for reporting and analysis Forecasting and pipeline analytics KPI and dashboard development Data visualization and storytelling Stakeholder communication and presentation
Enterprise Bank & Trust seeks a Sales Analyst to turn sales and financial data into insights that drive growth across our community-focused finance and insurance portfolio. In this role, you'll analyze pipelines, revenue trends, and product performance, prepare dashboards and forecasts, and support relationship managers with actionable recommendations. You'll partner closely with sales, finance, and leadership to optimize strategies, ensure data accuracy, and align reporting with regulatory expectations. Join a collaborative culture that values integrity, community impact, and professional development in relationship-driven banking. Responsibilities Analyze sales, revenue, and pipeline data to identify trends and growth opportunities across finance and insurance products. Develop and maintain dashboards, scorecards, and KPIs for sales leadership and relationship managers. Forecast sales performance and support planning for targets, territories, and product strategies. Ensure accuracy, integrity, and timeliness of sales and financial reporting in coordination with finance and operations. Partner with sales, finance, and leadership to provide data-driven recommendations that improve performance and client outcomes. Support compliance with internal controls and regulatory expectations in reporting and analysis. Prepare and deliver presentations that translate complex data into clear, actionable insights for non-technical stakeholders. Required Skills Sales data analysis Financial analysis & reporting Advanced Excel (pivot tables, VLOOKUP, modeling) CRM and sales reporting tools (e.g., Salesforce) Business intelligence tools (e.g., Tableau/Power BI) Forecasting & pipeline analytics SQL or database querying KPI development & performance dashboards Presentation & data visualization Regulatory and compliance awareness in financial services
10/26/2026
Full time
Enterprise Bank & Trust seeks a Sales Analyst to turn sales and financial data into insights that drive growth across our community-focused finance and insurance portfolio. In this role, you'll analyze pipelines, revenue trends, and product performance, prepare dashboards and forecasts, and support relationship managers with actionable recommendations. You'll partner closely with sales, finance, and leadership to optimize strategies, ensure data accuracy, and align reporting with regulatory expectations. Join a collaborative culture that values integrity, community impact, and professional development in relationship-driven banking. Responsibilities Analyze sales, revenue, and pipeline data to identify trends and growth opportunities across finance and insurance products. Develop and maintain dashboards, scorecards, and KPIs for sales leadership and relationship managers. Forecast sales performance and support planning for targets, territories, and product strategies. Ensure accuracy, integrity, and timeliness of sales and financial reporting in coordination with finance and operations. Partner with sales, finance, and leadership to provide data-driven recommendations that improve performance and client outcomes. Support compliance with internal controls and regulatory expectations in reporting and analysis. Prepare and deliver presentations that translate complex data into clear, actionable insights for non-technical stakeholders. Required Skills Sales data analysis Financial analysis & reporting Advanced Excel (pivot tables, VLOOKUP, modeling) CRM and sales reporting tools (e.g., Salesforce) Business intelligence tools (e.g., Tableau/Power BI) Forecasting & pipeline analytics SQL or database querying KPI development & performance dashboards Presentation & data visualization Regulatory and compliance awareness in financial services
Enterprise Bank & Trust is seeking a Sales Reporting Analyst to deliver accurate, actionable sales and revenue reporting across commercial and retail lines. In this role, you'll consolidate data from CRM and core banking systems, build dashboards, and analyze trends to support relationship managers, leadership, and product teams. You'll track KPIs, pipeline performance, and incentive metrics, providing insights that guide strategic decisions. Collaborating closely with sales, finance, and operations, you'll help optimize growth, support community-focused initiatives, and enhance relationship-driven banking through clear, meaningful analytics. Responsibilities Develop, maintain, and distribute recurring sales and revenue reports for commercial and retail banking channels. Aggregate and validate data from CRM, core banking, and other systems to ensure accuracy and consistency of sales metrics. Design and update dashboards to track KPIs, pipeline health, and incentive performance for relationship managers and leaders. Analyze trends in sales activity, product performance, and customer segments to identify growth opportunities and risks. Partner with sales, finance, and operations to define reporting requirements and improve measurement of strategic initiatives. Support incentive plan tracking and modeling by providing detailed performance data and scenario analysis. Prepare clear visualizations and presentations that translate complex data into actionable insights for non-technical stakeholders. Contribute to process improvements and automation of reporting workflows to increase efficiency and data reliability. Required Skills Sales performance analysis Financial and revenue reporting CRM and core banking data extraction Advanced Excel and data modeling Business intelligence tools (Tableau/Power BI) SQL for reporting and analysis Forecasting and pipeline analytics KPI and dashboard development Data visualization and storytelling Stakeholder communication and presentation
10/26/2026
Full time
Enterprise Bank & Trust is seeking a Sales Reporting Analyst to deliver accurate, actionable sales and revenue reporting across commercial and retail lines. In this role, you'll consolidate data from CRM and core banking systems, build dashboards, and analyze trends to support relationship managers, leadership, and product teams. You'll track KPIs, pipeline performance, and incentive metrics, providing insights that guide strategic decisions. Collaborating closely with sales, finance, and operations, you'll help optimize growth, support community-focused initiatives, and enhance relationship-driven banking through clear, meaningful analytics. Responsibilities Develop, maintain, and distribute recurring sales and revenue reports for commercial and retail banking channels. Aggregate and validate data from CRM, core banking, and other systems to ensure accuracy and consistency of sales metrics. Design and update dashboards to track KPIs, pipeline health, and incentive performance for relationship managers and leaders. Analyze trends in sales activity, product performance, and customer segments to identify growth opportunities and risks. Partner with sales, finance, and operations to define reporting requirements and improve measurement of strategic initiatives. Support incentive plan tracking and modeling by providing detailed performance data and scenario analysis. Prepare clear visualizations and presentations that translate complex data into actionable insights for non-technical stakeholders. Contribute to process improvements and automation of reporting workflows to increase efficiency and data reliability. Required Skills Sales performance analysis Financial and revenue reporting CRM and core banking data extraction Advanced Excel and data modeling Business intelligence tools (Tableau/Power BI) SQL for reporting and analysis Forecasting and pipeline analytics KPI and dashboard development Data visualization and storytelling Stakeholder communication and presentation
Enterprise Bank & Trust seeks a Sales Analyst to turn sales and financial data into insights that drive growth across our community-focused finance and insurance portfolio. In this role, you'll analyze pipelines, revenue trends, and product performance, prepare dashboards and forecasts, and support relationship managers with actionable recommendations. You'll partner closely with sales, finance, and leadership to optimize strategies, ensure data accuracy, and align reporting with regulatory expectations. Join a collaborative culture that values integrity, community impact, and professional development in relationship-driven banking. Responsibilities Analyze sales, revenue, and pipeline data to identify trends and growth opportunities across finance and insurance products. Develop and maintain dashboards, scorecards, and KPIs for sales leadership and relationship managers. Forecast sales performance and support planning for targets, territories, and product strategies. Ensure accuracy, integrity, and timeliness of sales and financial reporting in coordination with finance and operations. Partner with sales, finance, and leadership to provide data-driven recommendations that improve performance and client outcomes. Support compliance with internal controls and regulatory expectations in reporting and analysis. Prepare and deliver presentations that translate complex data into clear, actionable insights for non-technical stakeholders. Required Skills Sales data analysis Financial analysis & reporting Advanced Excel (pivot tables, VLOOKUP, modeling) CRM and sales reporting tools (e.g., Salesforce) Business intelligence tools (e.g., Tableau/Power BI) Forecasting & pipeline analytics SQL or database querying KPI development & performance dashboards Presentation & data visualization Regulatory and compliance awareness in financial services
10/26/2026
Full time
Enterprise Bank & Trust seeks a Sales Analyst to turn sales and financial data into insights that drive growth across our community-focused finance and insurance portfolio. In this role, you'll analyze pipelines, revenue trends, and product performance, prepare dashboards and forecasts, and support relationship managers with actionable recommendations. You'll partner closely with sales, finance, and leadership to optimize strategies, ensure data accuracy, and align reporting with regulatory expectations. Join a collaborative culture that values integrity, community impact, and professional development in relationship-driven banking. Responsibilities Analyze sales, revenue, and pipeline data to identify trends and growth opportunities across finance and insurance products. Develop and maintain dashboards, scorecards, and KPIs for sales leadership and relationship managers. Forecast sales performance and support planning for targets, territories, and product strategies. Ensure accuracy, integrity, and timeliness of sales and financial reporting in coordination with finance and operations. Partner with sales, finance, and leadership to provide data-driven recommendations that improve performance and client outcomes. Support compliance with internal controls and regulatory expectations in reporting and analysis. Prepare and deliver presentations that translate complex data into clear, actionable insights for non-technical stakeholders. Required Skills Sales data analysis Financial analysis & reporting Advanced Excel (pivot tables, VLOOKUP, modeling) CRM and sales reporting tools (e.g., Salesforce) Business intelligence tools (e.g., Tableau/Power BI) Forecasting & pipeline analytics SQL or database querying KPI development & performance dashboards Presentation & data visualization Regulatory and compliance awareness in financial services
