Sales Technology Analytics Specialist
Sales Technology Analytics Specialist
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Job Description
Preferred Qualifications:
- Bachelors degree in Business or Analytics
- SIE Series 6 Series 63 Licenses
- 3 years of related technology and analytics experience
- Understanding of annuity products
- Proficiency in Excel and Salesforce
- Ability to work in a fastpaced environment and excel at multitasking
- Curious motivated and highly organized selfstarter and decision maker capable of working with limited supervision.
- Excellent networking and relationshipbuilding skills.
- Ability to learn new concepts quickly.
- Excellent speaking listening writing and presentations skills
- Strong analytical skill set
- Project/Program Management experience
- Proficiency with Salesforce and Seismic (CMS)
Skills:
Business Data Analysis: Knowledge of business data analysis; ability to collect identify analyze and interpret business data using various kinds of techniques to meet business needs and requirements.
Business Process Design: Knowledge of business process design; ability to develop appropriate techniques to reexamine key processes and focus on optimizing organizational performance.
Crossfunctional Collaboration: Knowledge of collaborative techniques and approaches; ability to promote a culture of continuous improvement and working together across functions to solve business problems and meet business goals.
Data Gathering and Analysis: Knowledge of data gathering and analysis tools techniques and processes; ability to gather and analyze data on the learning needs of a target population.
Industry Knowledge: Knowledge of the organizations industry group trends directions major issues regulatory considerations and trendsetters; ability to apply industry knowledge appropriately to diverse situations.
Influencing: Knowledge of effective influencing tactics and strategies; ability to impact decisions within and outside own organization.
Storytelling: Knowledge of concepts and ability to plan create and present business proposals initiatives and ideas by storytelling actual business scenarios that are situationspecific engaging memorable and persuasive as compared to oneway factbased presentations.
ABOUT EQUITABLE
At Equitable were a team committed to helping our clients secure their financial wellbeing so that they can pursue long and fulfilling lives.
We turn challenges into opportunities by thinking working and leading differently where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.
We are continuously investing in our people by offering growth internal mobility comprehensive compensation and benefits to support overall wellbeing flexibility and a culture of collaboration and teamwork.
We are looking for talented dedicated purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.
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Equitable is committed to providing equal employment opportunities to our employees applicants and candidates based on individual qualifications without regard to race color religion gender gender identity and expression age national origin mental or physical disabilities sexual orientation veteran status genetic information or any other class protected by federal state and local laws.
NOTE: Equitable participates in the EVerify program.
If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position please contact Human Resources ator email us at .
At Equitable our power is in our people.
Were individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here youll work with dynamic individuals build your skills and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential
Equitable is seeking a Sales Technology & Analytics Specialist to play a key role in the Sales Engagement and Strategy team. This individual will be responsible for creating and analyzing reports for the Individual Retirement team leading user adoption of Salesforce and educating the sales team on analytics to increase sales and process efficiencies.
Key Responsibilities:
Liaison between Individual Retirements Distribution team and Individual Retirements Sales Engagement & Strategy team
Drive Salesforce adoption & effective usage
- Lead user adoption of Salesforce across the Internal External and Key Account sales teams
- Deliver all end user Salesforce training both in person and virtually through 1:1s and structured group meetings
- Support all end user adhoc Salesforce questions and requests
- Proactively support end users in driving best utilization of Salesforce
- Prioritize Salesforce feedback for team members to coordinate with Equitable IT
- Create and publish Salesforce FAQ documents 1 pager training guides and Allego videos for Salesforce training and ongoing best practices
- Customize and deliver Salesforce inapp guidance Learning paths and Guidance Center
- Provide methods (surveys quizzes chats emails) for ongoing feedback and suggestions
Establish analytics to initiate best practices for internals and externals to increase sales
- Partners with Sales Engagement & Strategy team Distribution partners and senior leadership to analyze communicate and validate requirements for changes to existing business processes and technology to alleviate business issues
- Develops Sales Desk KPIs via scalable dashboards for measuring ongoing success
- Single point of contact for supporting Sales Managers with all reporting and analytics requests; campaigns activities pipeline next best action call lists.
- Analyze trends in sales data to make recommendations to Sales Leadership
- Collaborates and provides direction on business process improvement and development to drive sales productivity through improved data quality
- Participates in analysis of outside vendors and sales tools drives strategy and direction of new and existing tools
The base salary range for this position is $85000 $105000. Actual base salaries vary based on skills experience and geographical location. In addition to base pay Equitable provides compensation to reward performance with base salary increases spot bonuses and shortterm incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.
Equitable Pay and Benefits: Equitable Total Rewards Program
Required Experience:
Unclear Seniority
Employment Type
Full-Time
