Sales Enablement & Analytics Associate (Fintech)

TL;DR

Sales Enablement & Analytics Associate (Fintech): Delivering US Third Party Wealth Sales Enablement efforts by developing a data ecosystem for reporting and insights, and formulating data models to advance sales team execution. Focus on extracting insights from combined data sets, customer segmentation, territory analysis, and KPI performance tracking.

Location: Onsite in Chicago, Illinois, United States

Salary: $70,000–$160,000 USD

Company

hirify.global Asset Management is one of the world's leading investment managers, providing institutional and individual investors with investment and advisory solutions across various asset classes, industries, and geographies.

What you will do

• Help deliver US Third Party Wealth Sales Enablement efforts as part of the Global CSG Sales Enablement group.
• Work on projects to develop and grow a data ecosystem for critical reporting and insights to senior management.
• Formulate data models and activation strategies to advance the on-the-field execution of sales teams.
• Work in close partnership with distribution leadership to translate strategy into executable components.
• Lead the team in partnership with GSAM Engineering to deliver a multi-year roadmap of solutions and tools.
• Execute data analysis and visualization to extract insights from combined data sets, customer segmentation, territory analysis, and KPI performance tracking.

Requirements

• 3-5 years of experience executing on Distribution Enablement and Business Intelligence efforts, ideally in the Asset/Wealth Management space.
• Working knowledge of BI and Analytics applications such as Alteryx, Tableau, Power BI, or Qlik.
• Experience with programming (SQL) and exposure to traditional & Cloud Databases (MS SQL Server, SingleStore, AWS).
• Prior experience with BI methodology (e.g., descriptive and prescriptive analytic techniques).
• Functional understanding of Salesforce / CRM platforms.
• Strong problem-solving skills and excellent written and verbal communication skills.

Culture & Benefits

• hirify.global is committed to providing valuable and competitive benefits and wellness offerings.
• Benefits are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week.
• Opportunity for a discretionary bonus as an active employee.