What are the responsibilities and job description for the Director of Sales Insights position at Origin Harbor Capital Solutions?
This is a hybrid opportunity which requires commuting to our Boston Office 2x a week, please ensure you are able to meet this requirement prior to submitting your application.
Summary
The Insights & Strategy team is a critical component of Harbor Distribution and seeks to uncover and communicate unexpected shifts in the way we understand the asset management industry, business, and our clients. Our team is responsible for partnering with Distribution leaders to design, develop and communicate actionable insights aligned to the strategic and tactical objectives of the organization.
We are seeking an individual who is a critical thinker and can breakdown complex problems and derive data-driven solutions across internal and external datasets. The Director of Sales Insights will partner across the organization to enhance our capabilities around the competitive landscape, client experience and product opportunities. This position will report to the Head of Distribution Insights & Strategy.
Key Responsibilities
- Through use of various data sets, uncover tactical and strategic approaches to large opportunities based on Harbors product set, provide insight into activities that will deliver the most value to customers and potential customers over time.
- Utilize SQL, Tableau, and other analytical tools to maintain reporting structure monthly, continuously improve the reporting infrastructure with deepened insights from analysis.
- Own end-to-end project management of data and reporting requests.
- Drive insights for business development – be the domain expert into guiding the sales and marketing teams around the use of data insights, communicate interesting stories and provide value to strategic initiatives.
- Effectively communicate findings and results to various stakeholders including senior leadership across marketing and sales by explaining the story behind the data and make recommendations to the business.
- Design, develop, and implement intuitive dashboards designed for easy consumption by business stakeholders.
Key Behavioral Expectations
Minimum Qualifications
Knowledge, Skills & Abilities Required
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