Business Data Analyst II
*100% WFH – Must be in or near – SF, Boston, NYC
Company Summary:
A market leader in financial service advice to tech companies and investors - they possess the most valuable dataset in venture capital. Through analytics and Sales Ops they are a data driven org that works with clients to maximize decision making.
Role Summary:
In this role, you will partner closely with the Business Development team and specifically to work on a collaborative and cross-functional team and to empower our sales originators. You will shape the way we work, through operational cadence, go-to-market initiatives and reporting and enhance the success of every sales originator by empowering their decision making with data, analytics, and insights.
This position offers the opportunity to join a team of talented Sales Operations professionals, and to collaborate with sales, operations, product, marketing, legal and finance to translate go-to-market strategies into operations that sustain and accelerate growth.
What you'll be doing:
- Managing the process of identifying and tiering the best prospects and aiding in lead generation
- Supporting prospect calls and meetings by preparing sales originators with appropriate research on financials and market trends
- Preparing regularly occurring reports on business and industry performance to track strategic objectives
- Training sales originators on CRM and reporting tools to drive analysis of pipelines, sales and activities
- Collaborating with Sales, Sales Technology, and Sales Enablement teams to document, communicate, and enforce policies and processes
- Automating and improving scalable processes, tools, and dashboards to drive operational and business efficiency
- Assisting with maintenance and accuracy of company data within SVB's data warehouse, CRM system and other repositories
- Assisting with ad hoc business analytics requests to support sales originators
Requirements:
- 3 years of experience with a focus on data and analytics
- Aptitude for framing business questions in analytic terms and translating business requirements into useful datasets and analyses with actionable insights
- Experience using and developing reports, metrics, and dashboards with data analytics, data visualization, and presentation tools (e.g., Excel, PowerPoint, SQL, Tableau)
- Client service oriented and able to partner with individuals at all levels
- Effective, clear, and concise communication skills, verbal and written
- Some experience within the innovation economy is preferred