What are the responsibilities and job description for the Sales Reporting Lead position at Clark Capital?
We are seeking a Sales Reporting Lead to join our team as a key resource in managing the sales reporting process. This role will oversee investment sales reporting, data validation, and cross-functional collaboration to ensure accurate and reliable commission reporting and analysis. The ideal candidate will excel in managing financial data, maintaining data integrity, and driving process improvements to support business growth.
Duties and Responsibilities
Sales Data Management
- Data Collection & Analysis : Gather, analyze, and synthesize financial data from internal and external stakeholders to drive commission processes and inform business decisions.
- Data Integrity : Ensure data accuracy and completeness by running daily reports, resolving discrepancies, and assigning sales to appropriate territories. Validate inputs from multiple sources to improve overall data quality.
- SQL Query Development : Design, optimize, and maintain SQL queries to extract data, address discrepancies, and ensure data integrity.
- Process Improvement & Automation : Identify and implement automation and process enhancements to reduce manual tasks, increase accuracy, and improve operational efficiency.
Analytics and Reporting
Relationship Management
Competencies for Success
About Clark Capital
Clark Capital Management Group is an Equal Opportunity Employer and all applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. For this position, Clark Capital is not hiring individuals who require sponsorship for employment or continued employment now or anytime in the future. Clark Capital offers comprehensive health insurance benefits, 401(k) retirement plan with matching, and career / professional development assistance. Clark Capital Management Group is a registered investment advisor that provides fee-based investment advisory solutions for financial professionals through external investment platforms. We are passionately committed to helping clients achieve their life goals. Our focus on excellence and our culture of accomplishment attract high-performing, collaborative team members who seek to make a positive impact on the lives of the clients and financial advisors we serve.
Please visit our website at www.ccmg.com for more information.