Sales Reporting Analyst I

Job Summary

Under direct supervision, provides primary support to more senior analyst; assist with the ongoing support and maintenance of all Sales Reporting systems (Report & Performance Management (RPM) and Broker Relationship Management (BRM); may participate in reviewing, updating, and creating standardized and ad-hoc reporting for Sales Enablement and the Field Force; works closely with more senior analyst to provide assistance to business units in improving the quality and efficiency of sales reporting processes and procedures

Principal Duties & Responsibilities

• Assist with developing and automating reports and reporting processes using tools including but not limited to Business Objects, Excel

• Supports and maintains standardized reports delivered to field force; assist with resolving sales data related inquiries; Collaborates with Sales Enablement and other functional areas to drive sales reporting and sales data systems related projects and initiatives

• Assist with ensuring the quality and timeliness of data available to internal and external customers

• Participates in small projects to improve processes and increase efficiencies in quality management and deployment of sales reports and analysis

• Assist Sales Reporting team to map current business processes to provide a foundation for defining business activities; uses business process maps to develop procedures, and operational processes; develops accurate project deliverables, communication plans, risk mitigation plans, test plans, interface specifications, issues/concerns logs, project certification logs, project checklists, use-case scenario specifications applies appropriate analyses to business unit issues to provide the best resolution and satisfy internal and external customers

• Participates with planning, organizing, and implementing project plans for small projects; Ensures that all changes in the processes/procedures, to include new system implementation and/or upgrades are documented and communicated to the business unit and other affected departments before project implementation

• Creates reports to support quality reviews and to provide management information

• Performs other duties as assigned

Professional - Education & Experience

Bachelor's Degree in business management, statistics, computer science, or a related field, one year of related work experience, or an equivalent combination of education and experience.

Job Knowledge & Skills

• Strong presentation, oral, written, and interpersonal communication and team facilitation skills to effectively interact and negotiate with internal and external customers, and persuade, market, and sell new ideas; ability to synthesize and decide best communication approaches for technical issues and information

• Strong analytical skills to interpret and adapt known methods, system procedures, or operating concepts to new situations

• Ability to work well with people from many different disciplines with varying degrees of technical experience

• Ability to participate on multiple teams at one time, while maintaining a high level of customer service and focus on commitments

• Ability to work efficiently under conditions of multiple deadlines and changing priorities to produce a large volume of high quality material with meticulous attention to detail

• Intermediate Knowledge in:

• Microsoft Excel

• Microsoft Word

• Microsoft PowerPoint

• Visio

• Business Case Preparation

• Business Definition Requirements

• Business Objects

Competencies

• Acting with Integrity - Clearly states goals and beliefs; lets people know his/her true intentions; does what he she said they would do; follows through on commitments

• Communicating Effectively - Expresses ideas and information in a clear and concise manner; tailors message to fit the interests and needs of the audience; delivers information in a manner that is interesting and compelling to the listener

• Pursuing Self-Development - Demonstrates ambition and desire to move forward in his/her career; engages others in discussions about career development; seeks feedback on ways to increase his/her performance; takes advantage of opportunities to build new skills and capabilities

• Serving Customers - Builds strong relationships with customers; stays aware of customer needs, concerns and satisfaction; responds promptly to customer questions and requests; effectively manages

• Supporting Change - Enthusiastically participates in new change initiatives and programs; focuses on reasons why changes will work and how they will be beneficial

• Supporting Organizational Goals - Actively supports organizational goals and values; demonstrates enthusiasm toward the company's goals and mission; aligns actions around organizational goals

• Working with Diverse Populations - Shows respect for the beliefs and traditions of others; encourages and promotes practices that support cultural diversity; discourages behaviors or practices that may be perceived as unfair, biased, or critical toward people with certain backgrounds