Business Insights Sr Analyst (Salesforce)

Business Insights Sr. Analyst

The Business Insights Sr. Analyst will be part of the Treasury Solutions Revenue Management team.  By providing data-driven reporting and analytics, your efforts will deliver ongoing insights into Product and Relationship Manager performance, and will inform tactical pricing strategies. 

• You will use best practices and knowledge of internal or external business issues to improve products or services by developing and articulating strategic recommendations based on rigorous data analysis. 
• Primarily work independently with collaboration across other functional teams to access data elements, understand the data being analyzed, and identify process improvement opportunities. 
• You will be a key player in providing insights that directly impact our business strategies through complex analysis and 'big picture' thinking.

Primary responsibilities include:

• Develop full understanding of Commercial TS Analytics application (I.e. Tableau-based dashboards) in order to maintain existing and design new self-service analytical dashboards for each user’s key performance indicators.
• Lead end-to-end Salesforce and Tableau UI/UX for ~150 users in Treasury Solutions business line.  
• Use Excel and Tableau Dashboards for data analysis, forecasting, and reporting. Create visualizations and dashboards in MSOffice and Tableau to present to stakeholders.
• Be the TS Experience Owner by collaborating with pods of developers to prioritize, test, and implement upgrades (by creating tickets for developers using Jira). 
• Work with data scientists to develop data models that deliver next best product insights via Salesforce. 
• Work with business leaders to identify and understand business needs. Translate needs into requirements and deliverables. Work with technical and development partners to deliver solutions based on requirements.
• Model annual sales goals per the budget (shared via Finance & Corporate Banking National Sales Partners) for specialists across 5 product suites.
• Build ad-hoc reports and analyses for Sales, Product, Finance, and Marketing teams 
• Create training videos for new users, features, and analytics on the platform 
• Outline and track requirements for improvements to various user interfaces (Salesforce, Precision Lender, Commercial TS Analytics App [I.e. Alteryx/Tableau]) 
• Provide analyses and reports to identify trends/insights and formulate recommendations that will influence business decisions. Create, synthesize and present customized data requests, transforming data into a story that informs both high-level strategy and tactical decision-making.
• Ensure accuracy of results and analytic methods through testing and validation of underlying report data. Ensure bias and data quality issues are resolved or explained when communication occurs.
• Identify business opportunities and opportunities for optimization through analysis of large, complex data sets.
• Manage many priorities with minimal oversight. Plan and prioritize to hit deadlines in conditions that may change rapidly or involve ambiguity.

Qualifications, Education, Certifications and/or Other Professional Credentials

Required Qualifications:

• Bachelor’s Degree in Data Science/Analytics, Business Administration, or quantitative field.
• Knowledge of Salesforce, Tableau, MS Office, other analytics tools & languages
• 3+ years professional experience in an analytical role.
• Ability to work effectively in a dynamic, changing environment and to adapt while focusing on key goals and objectives.
• Strong problem-solving skills with experience providing business insights and recommendations from data sets.
• Expert proficiency with numbers and analytics and experience in analyzing large amounts of data.
• Ability to manage and develop ongoing client relationships.
• Project management skills, including the ability to handle multiple projects in a fast-paced environment and work effectively with colleagues and clients in multiple departments.
• Experience with market research, analyzing client behavior.

Preferred Qualifications:

• Master’s Degree in Business Administration.

The salary range for this position is $93,000 - $120,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.   

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.

Equal Employment and Opportunity Employer

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Background Check

Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.