6 ΡΠ°ΡΠΎΠ² Π½Π°Π·Π°Π΄
Analyst, Business Data
ΠΡΡΡ & Π‘ΠΎΠΏΡΠΎΠ²ΠΎΠ΄
ΠΠ»Ρ ΠΌΡΡΡΠ° Ρ ΡΡΠΎΠΉ Π²Π°ΠΊΠ°Π½ΡΠΈΠ΅ΠΉ Π½ΡΠΆΠ΅Π½ Plus
ΠΠΏΠΈΡΠ°Π½ΠΈΠ΅ Π²Π°ΠΊΠ°Π½ΡΠΈΠΈ
Π’Π΅ΠΊΡΡ:
TL;DR
Analyst, Business Data (Sales Operations): Maintaining client assets, cash flows, CRM records, and reporting data for sales operations with an accent on data accuracy, governance, and requirements gathering. Focus on identifying discrepancies, analyzing large data sets, and improving data-informed business processes across sales and technology teams.
Location: Charlotte, United States; hybrid
Company
is an investment management firm supporting global client and sales operations through data, technology, and business insights.
What you will do
- Maintain client, asset, cash flow, CRM, and reporting data across sales systems.
- Process incoming vendor data and proactively identify and resolve discrepancies.
- Communicate data analysis and updates to technical and non-technical audiences.
- Help define requirements for customer-data processes and projects involving Microsoft Dynamics CRM and internal reporting systems.
- Work with sales, operations, technology, and global stakeholders to understand needs and improve data governance.
- Assist with process documentation and support efficient sales reporting and operations.
Requirements
- Bachelorβs degree required; coursework in mathematics, statistics, information systems, computer science, or finance/accounting is preferred.
- 1β2 years of experience in consulting, data analytics, business analysis, or a similar role, including internships.
- Skills in Excel, SQL, and Python, plus experience with Snowflake or a similar platform.
- Analytical and quantitative skills, including experience with large data sets and data analysis processes.
- Ability to gather requirements amid ambiguity, manage multiple projects, meet deadlines, and work independently or collaboratively.
- This role is not eligible for immigration sponsorship.
Nice to have
- Experience with Microsoft Dynamics CRM.
- Experience with data visualization tools such as Power BI or Tableau.
- Interest in helping sales teams make process-driven, data-informed decisions.
Culture & Benefits
- Comprehensive benefits for employees and their families.
- Educational and career development initiatives.
- Programs supporting the companyβs culture, history, and growth.
ΠΡΠ΄ΡΡΠ΅ ΠΎΡΡΠΎΡΠΎΠΆΠ½Ρ: Π΅ΡΠ»ΠΈ ΡΠ°Π±ΠΎΡΠΎΠ΄Π°ΡΠ΅Π»Ρ ΠΏΡΠΎΡΠΈΡ Π²ΠΎΠΉΡΠΈ Π² ΠΈΡ ΡΠΈΡΡΠ΅ΠΌΡ, ΠΈΡΠΏΠΎΠ»ΡΠ·ΡΡ iCloud/Google, ΠΏΡΠΈΡΠ»Π°ΡΡ ΠΊΠΎΠ΄/ΠΏΠ°ΡΠΎΠ»Ρ, Π·Π°ΠΏΡΡΡΠΈΡΡ ΠΊΠΎΠ΄/ΠΠ, Π½Π΅ Π΄Π΅Π»Π°ΠΉΡΠ΅ ΡΡΠΎΠ³ΠΎ - ΡΡΠΎ ΠΌΠΎΡΠ΅Π½Π½ΠΈΠΊΠΈ. ΠΠ±ΡΠ·Π°ΡΠ΅Π»ΡΠ½ΠΎ ΠΆΠΌΠΈΡΠ΅ "ΠΠΎΠΆΠ°Π»ΠΎΠ²Π°ΡΡΡΡ" ΠΈΠ»ΠΈ ΠΏΠΈΡΠΈΡΠ΅ Π² ΠΏΠΎΠ΄Π΄Π΅ΡΠΆΠΊΡ. ΠΠΎΠ΄ΡΠΎΠ±Π½Π΅Π΅ Π² Π³Π°ΠΉΠ΄Π΅ β
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