What are the responsibilities and job description for the Business Development Analyst position at Oxford Financial Group, Ltd.?
POSITION SUMMARY
The Business Development Analyst is a critical support role responsible for providing analytical insights, project reporting, and performance metrics to support the Chief Development Officer (CDO) and sales leadership. This position ensures data-driven decision-making, enhances operational efficiencies, and supports the alignment of sales strategies with company objectives. We are searching for a Business Development Analyst to work in one of our seven office locations.
DUTIES & RESPONSIBILITIES
Develop and maintain reporting structures to track sales performance, project outcomes, and team productivity.
- Collaborate closely with the CDO to provide insights and data-driven recommendations.
- Generate and analyze reports on key sales trends, market opportunities, and team effectiveness.
- Monitor and assess sales pipelines, ensuring accurate forecasting and data integrity.
- Support the implementation and optimization of CRM and sales tracking systems.
- Develop standardized dashboards and reporting tools for executive leadership review.
- Provide project management support by tracking project timelines, deliverables, and completion rates.
- Assist in budgeting and resource allocation based on sales performance and operational needs.
- Work cross-functionally with marketing, finance, and operations to ensure data alignment.
- Identify process improvement opportunities and drive efficiency in sales operations.
- Other duties as assigned
QUALIFICATIONS
- Bachelor’s degree in Business, Finance, Data Analytics, or a related field; MBA preferred.
- 7 years of experience in sales operations, business analysis, or project management support.
- Strong analytical skills with experience in reporting and data visualization.
- Proficiency in CRM and sales automation tools including Excel, PowerPoint, Tableau and Salesforce.
- Excellent organizational and project management abilities.
- Strong communication and presentation skills for reporting insights to stakeholders.
- Ability to work in a fast-paced environment while managing multiple priorities.
- Must have a professional demeanor with the utmost respect for confidential matters
WORKING CONDITIONS
- Long periods of sitting utilizing a computer
- 100% onsite
Benefits
401k, Dental Insurance, Life Insurance, Medical Insurance, Vision
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