What are the responsibilities and job description for the Business Development Analyst position at Oxford Financial Group, Ltd.?
Oxford Financial Group, Ltd. is searching for a Business Development Analyst to work onsite in one of our seven office locations. Carmel, IN, Chicago, IL, Grand Rapids, MI, Minneapolis, MN, Cincinnati, OH, Palm Beach, FL or Atlanta, GA.
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.
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
