Sales Operations Analyst Sr.-Hybrid

The Sales Operations Analyst Sr. will support the strategic objectives of the Retail Banking & Loan Centers division by managing incentive programs to motivate and reward sales team, analyze sales data to identify trends, build complex excel models to support decision-making, and collaborate with executive leadership to communicate insights and drive performance improvements.

• Administer the daily operations of the sales incentive program, including data entries, calculations, reporting, and data hygiene
• Ensure incentives payouts are applied correctly and timely adhering to policies and procedures
• Conduct detailed sales forecasts based on historical data, seasonal trends, and economic factors to guide business planning and resource allocation
• Conduct "what-if" analyses to evaluate the potential impacts of market shifts and incentive plans
• Utilize data visualization tools to present complex forecasts and analytical results in an easily understandable format
• Analyze metrics to assess the effectiveness and success of the sales incentive program
• Track and analyze key performance indicators to provide leadership with data-driven insights to optimize performance and achieve strategic goals
• Conduct user acceptance testing for sales incentive systems integration        
• Prepare timely and accurate progress reports utilizing multiple databases and software applications, ensuring consistency, standardization and compliance
• Support sales teams, including Management, with questions and research items
• Support training to the sales team, including Management, regarding incentive plan programs
• Be a trusted advisor to the sales organization and recommend solutions for continuous process improvements
• Collaborate with executive leadership to develop and implement the sales goals, aligning with the credit union's overall business objectives
• Conduct market analysis and competitor research to identify opportunities for growth and competitive advantage
• Work within their team and have a direct impact on themselves and their direct processes.
• Other duties as assigned.

Education

• Min/Preferred: Preferred
• Education Level: 4 Year / Bachelors Degree      
• Description: Bachelor's degree preferred

Experience

• Minimum Years of Experience: 5
• Preferred Years of Experience: 
• Comments: Five years in data analysis, business analysis, sales operations or a similar role within the financial services industry

Knowledge, Skills & Ability

• Demonstrated ability to ensure the confidentiality of sensitive information.    
• Works well in a deadline-driven environment with the ability to handle multiple and competing priorities.
• Superior attention to detail.
• Strong analytical skills and proficiency in data analysis tools, such as Excel, Tableau, Power BI, or similar platforms
• A strong working knowledge of the Microsoft suite of office products and web design software, including advance Excel abilities
• Demonstrated knowledge of banking products, systems, procedures, regulations, business acumen and ability to interpret data to make recommendations for improvements as necessary.
• Ability to work with individuals and teams at all levels across the organization and with external company representatives and vendors. Strong communication, interpersonal and influencing skills.
• Ability to translate large and complex data sets into understandable conclusions and, where applicable, actionable solutions.
• Advanced data mining, performance metrics and reporting, vendor management, change management and report writing.

Disclaimer

Logix Federal Credit Union is an equal opportunity employer that does not discriminate in employment opportunities or practices on the basis of race, religion, color, sex, sexual orientation, gender identity, national origin, protected veteran or disability status, or any other status protected by law.