Demo

Senior Data Analyst with Salesvision Experience

Open Systems Technologies
Woodbridge, NJ Full Time
POSTED ON 3/5/2025
AVAILABLE BEFORE 6/5/2025

Senior Data Analyst with Salesvision Experience

REMOTE

Duration : 9 months

Pay : $60-91 / hr

No C2C allowed - Please do not apply if you require visa sponsorship

MUST have strong salesvision experience

The Lead Data Analyst reviews and approves complex analytics and statistical modeling on large data sets that identify current market sector trends and customer patterns. This job directs the examination and identification of data patterns and trends that help answer business questions and improve decision-making. The Lead Data Analyst oversees the collection of data sources, as well as the analysis and extraction of key data and information. This job also ensures that data quality meets the organization's information system needs and requirements.

Responsibilities :

  • Approves mathematical, statistical, and economic techniques that determine market conditions, project consumer needs and inform business initiatives.
  • Analyzes and reviews trends found from modelling to inform other lines of business such as product development and marketing decisions.
  • Oversees data mining models, statistical reporting and data analysis methodologies to identify key customer segments and to simulate impact of potential business decisions.
  • Develops and presents detailed reports and conclusions for business, finance, and investment management based on data summaries.
  • Analyzing results for multiple functions and communicating conclusions from complex models to a wide range of audiences.
  • Partners with other areas of the business to model outcome of implementing potential business strategies.
  • Manages large, complex projects or processes with limited oversight while working with other team members to ensure accurate findings and results.

This role reports to the Head of Sales and Marketing Technology. This will be part of a team implementing sales and asset reporting in the Client Salesvision platform. The primary responsibility will be to analyze the current sales hierarchy and configure the credit assignment rules within Salesvision. The main responsibilities for the team include business process analysis, business requirements analysis, operations process analysis, system feeds / tables / data set analysis, data architecture analysis by deep diving into the setup of the existing system SalesPage and translating into requirements for the new Salesvision platform.

This position will partner closely with business stakeholders to ensure deliveries create tangible value for the business and resolve pain points, and partner closely with the Sales operations team to advise and design cutting-edge strategic solutions. This will be instrumental in building, applying, and expanding our capabilities in supporting our US Wealth and Retirement business stakeholders.

Educational Requirements :

  • University (Degree) Preferred
  • Work Experience :

  • 10 Years Required; 15 Years Preferred
  • Required Qualifications :

  • 10 years of experience in Asset Management industry supporting Intermediary channel.
  • 10 years of experience in analyzing business requirements, working with large data sets, developing, and implementing solutions.
  • 5 years of experience with Client Salesvision.
  • Experience with SalesPage.
  • Experience in reference data management.
  • Preferred Qualifications :

  • Experience in Data Domain Knowledge with Salesforce, Sales teams.
  • Experience in collaborating with diverse stakeholders across departments.
  • Excellent leadership and communication skills.
  • Ability to drive innovation and lead a team in a dynamic environment.
  • Experience in Alteryx, PowerBI, Tableau or equivalent tools for data preparation, blending and automation.
  • In-depth knowledge of data governance, data quality, and data integration.
  • Salary : $60 - $91

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