Key Performance Analyst
1 week ago
We are a wealthtech company that provides centralized trading solutions and B2B financial infrastructure, creating value through technology. Our proprietary trading platform enables direct market access to more than 1 million financial instruments from a single multi-currency account, including stocks, ETFs, bonds, futures, and options.
As a fast-growing global company with 600+ employees across 70+ locations, representing 60 nationalities, we follow the same guiding principles:
- We believe that freedom is an inherited right
- We are catalysts
- We defend privacy
- We cater to our customers to an unprecedented degree
We are seeking a detail-oriented Key Performance Analyst with experience in sales processes to join our team. You will work closely with sales teams and other stakeholders to optimize workflows and drive data-driven decisions.
The successful candidate will be responsible for analyzing sales data, developing dashboards and reports, monitoring key performance indicators (KPIs), and providing regular updates to management.
ResponsibilitiesData Analysis & Reporting:
- Collect, analyze, and interpret sales data to identify actionable trends, opportunities, and areas for improvement.
- Develop and maintain dashboards and reports to provide actionable insights for sales teams.
- Monitor key performance indicators (KPIs) and provide regular updates to management.
- Report insights to teams, leadership, and stakeholders to support informed decision-making and strategy.
Stakeholder Collaboration:
- Work closely with sales managers, account executives, and other stakeholders to understand challenges and opportunities.
- Act as a liaison between the sales team and technical teams to ensure seamless communication, mutual understanding, factual truth-seeking, and cross-team alignment.
- Facilitate workshops and meetings to gather input and provide solutions.
Strategic Planning:
- Contribute to the development of sales strategies and forecasts based on data analysis.
- Evaluate market trends and customer behavior to support strategic decisions.
- Assist in budgeting and resource allocation for sales initiatives.
Education:
- A minimum of a Bachelor's degree in Finance, Accounting, Business Administration, Sales, Marketing, Information Systems, or a related field. A Master's degree in the same fields would be considered an advantage.
Experience:
- 3-5 years of experience in an analytical role, preferably in sales or a related function.
- Proficiency with CRM tools (e.g., Salesforce, HubSpot) and analytics platforms (e.g., Tableau, Power BI).
Technical Skills:
- Advanced Excel skills.
- Experience in PowerPoint and presentation design.
- Strong knowledge of sales metrics and data analysis techniques.
- Experience with business process modeling and workflow design.
Soft Skills:
- Strong command of the English language.
- Excellent communication and interpersonal skills.
- Strong problem-solving abilities and attention to detail.
- Ability to work collaboratively and manage multiple priorities effectively.
We offer a competitive salary range of $80,000-$110,000 per annum, depending on experience, plus corporate benefits and a truly inspiring culture. We invest in our people and provide ongoing education and training programs. Join us in creating a new standard for wealth management: https://exantecareers.com
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