National Sales Operations Associate/Data Analyst (Wilmington)

Job Description The Data Analyst/Sales Operations Associate will provide essential support to our National Sales Operations Quantitative team by ensuring the accuracy and consistency of CRM data, assisting with market research efforts, and leveraging technology and AI-driven tools to enhance sales processes. The role requires proficiency in Excel and Power BI for data analysis and reporting, with a strong focus on improving the efficiency and effectiveness of sales strategies. The ideal candidate will be detail-oriented, highly collaborative, and eager to contribute to the team's success by identifying opportunities for data-driven and technology driven improvements. Essential Functions and Key Responsibilities CRM Data Maintenance and Process Improvement: Ensure the accuracy and cleanliness of data within our Dynamics 365 CRM system, performing regular data updates, validation, and troubleshooting Assist with training team members on data-related tools and best practices Continuously evaluate and suggest improvements for sales operations processes, particularly those involving data management, reporting, and analysis Market Research Support: Conduct market research to assist in identifying and targeting potential sales opportunities, evaluating market trends, customer needs, and competitor analysis Provide actionable insights to the Sales team to improve targeting efforts AI & Technology Integration: Actively contribute to the use and adoption of AI-driven technologies that enhance the efficiency of sales operations, such as predictive analytics, automation tools, and CRM integration Stay informed on emerging technology trends relevant to sales operations Reporting & Data Visualization: Utilize Excel and Power BI to analyze sales data, generating reports and dashboards that highlight key performance indicators (KPIs) for sales teams Assist in the development of data-driven insights to support sales strategy and decision-making Performs all other ad-hoc reporting and analytics deliverables as assigned Collaboration with Cross-Functional Teams: Work closely with Sales, Brand & Communications, and IT teams to ensure seamless communication and data sharing Work with Sales and IT teams to identify and resolve data quality issues Supervisory Responsibility This position has no supervisor responsibilities. Required Qualifications Bachelor’s degree Business Analytics, Information Systems or related fields, preferred Strong problem solving and analytical skills; specifically, a strong background in Microsoft Excel and PowerBI Ability to work independently Strong interest in leveraging AI and Technology driven solutions to sales operations Strong interpersonal and leadership skills Strong values aligned with our Culture (Fairness, Honesty, Trustworthy, Respectful, Flexible, Strong Work Ethic) Superior written and verbal communication skills Effective Time Management skills (self-motivated to manage schedule and projects) Ability to thrive in a fast-paced, high-demand, growth-oriented environment with a high energy level Ability to work in a collaborative environment with demanding and high-quality expectations Team player with a strong desire to be an active, long-term participant in the overall growth of the Firm Entrepreneurial spirit and commitment to Firm’s vision Strong intangibles aligning with Siegfried's High Performance Model® Ability to work 9-10 hours per day (or an average of 45 to 50 hours per week) consistently throughout the year Ability and willingness to work in a Siegfried office as required for an average of four days per week in accordance with Siegfried's then-current policy. (This requirement is subject to change at the discretion of management) Desired Qualifications 1-2 Years of Relevant Experience in Sales Operations, Data Management or Market Research, preferred Experience with Microsoft Dynamics 365 and S&P Capital IQ, preferred Location You must be commutable to one of the following office locations: Wilmington, DE; or Philadelphia, PA. FLSA/At-Will Employment This position is an exempt position under FLSA. This position is and will remain at-will in nature. Company Overview Siegfried is a unique career choice, and we invest deeply in our people and believe in their potential. We have an exclusive group of talented professionals who are all ambitiously committed to continuous growth, personally and professionally. Our client-facing Professionals are helping the best people at the best companies with their most important work and transforming themselves along the way. And our Operations team is thoughtfully working on the business and helping grow our Firm with purpose. The investment and expectations of a career at Siegfried are high, because the reward of what we offer is high. We value and acknowledge the hard work of our employees in many ways, including competitive base salaries, energizing incentive compensation plans, career enhancement opportunities, and our hallmark MY Journey® program. Additionally, we offer a comprehensive benefits package that encompasses a wide range of offerings, including robust healthcare coverage, dental and vision plans, generous paid vacation and sick time allowances, paid holidays, a 401k plan with employer match to support your financial goals, a profit-sharing program that allows you to share in the success of our organization, and unique allowances that nurture your physical, emotional, and spiritual well-being. We appreciate your interest in a career at Siegfried, a unique organization with a higher purpose to help people transform themselves into better leaders to exponentially improve their lives. Siegfried is an entrepreneurial leadership organization that provides financial executives with a powerful combination of leadership advisory, talent delivery, and financial advisory services. Through this strategic bundle of services, leaders and financial decision makers can better clarify the best path forward and we can assist them with getting their most important work done right. For 35 years, we’ve worked with our clients to deliver more than just success. We help People transform themselves into better Leaders to exponentially improve their Lives.