Global Business Development and Client Services Analyst

Summary

The Global Business Development and Client Services Analyst is a remote role that is responsible for supporting B2B sales enablement efforts to acquire new clients and grow the embedded base.

The Global Business Development and Client Services Analyst will dig deeper to uncover the “why” providing valuable, “data-driven” insights to sales leadership in support of targeting the right clients with the right offers to generate more deals, increase deal size, and improve win rates.

They will collaborate with sales and other functional areas to gather and prepare data; provide quantitative and qualitative analysis; and prepare findings for presentation to key stakeholders and executive management.

Responsibilities

• Research data sources and data integrity
• Define, analyze, and interpret data across multiple systems and tools
• Evaluate and ensure reliable pipeline/forecasts related to new business and embedded base growth to meet our annual sales targets
• Work with sales leaders & key stakeholders to understand and document business requirements
• Document, maintain and enforce key sales processes and methodologies
• Evaluate clients, programs, and competitors to identify proactive opportunities to improve the customer experience and generate revenue
• Create a data repository, design dashboards, prepare scheduled and ad-hoc reports, evaluate trends, make recommendations, and present key findings to various audiences including executive leadership team
• Gather research, analyze historical data, identify trends, and recommend enablement initiatives
• Develop strong relationships with internal support organizations such as finance and operations
• Performs checks to ensure data integrity and consistency, then support periodic data and system cleansing exercises to maintain data & its integrity
• Other tasks as assigned

Experience

• Minimum 3 years related experience analyzing and reporting data driven sales insights
• Demonstration of professional acumen, critical thinking, solution development, intellect, drive, and innovation
• Evidence of prior, consistent success meeting and exceeding management expectations for monitoring and reporting sales pipeline, quota coverage, stage analysis, and sales productivity
• Ability to analyze qualitative and quantitative data by applying hypothesis testing.  Identify trends and provide recommendations that determine underlying drivers behind performance gaps to enhance future improvement opportunities
• Creates reports and dashboards, extract data from internal systems or sources (e.g. Salesforce, Power BI, SQL, etc.)
• Experience working independently and as part of a support team in a fast paced, rapidly changing sales & client services environment

Skills

• Ability to gather and document business requirements, solution alternatives and system design recommendations
• Able to spot data anomalies and understand their impact on business process and decisions, and recommend actions to improve data accuracy
• Ability to design and build reports using various reporting tools or similar reporting applications
• Able to manage multiple assignments simultaneously, and perform routine scheduled tasks such as standard weekly, monthly, quarterly, and annual reports without prompting
• Self-starter: able to manage own workload, meet deadlines and proactively work with stakeholders to adjust priorities when needed
• Able to work well with a team or multiple teams, particularly in a remote environment
• Winning Mindset: Highly motivated, positive and results oriented
• Team Player: highly versatile and flexible; ability to handle conflict and confront challenging issues in a fast-paced work environment
• Problem Solver: analytical, interpretive, and critical thinking skills- ability to analyze and translate data into problem solving solutions
• Creativity: proven ability to think outside the box, champion important projects, programs and business initiatives with high energy and ingenuity
• PC literate, including Microsoft Office products, experience with Excel-based reporting, including Pivot Tables and Charts
• Knowledge of CRM systems, data visualization/BI tools (e.g. Salesforce, Power BI), and contact center metrics a plus

Education

• Bachelor's degree from an accredited college or university (MBA is a plus)