Data Analyst

2 weeks ago

Toronto ON, Canada Questrade, Inc. Full time

Questrade Financial Group (QFG) of Companies is committed to helping our customers become much more financially successful and secure.
At QFG, you will be constantly moving forward, bringing the future of fintech into existence. You will be a part of a collaborative team that cares deeply about our mission and each other. Your team members will help you conquer challenges, push boundaries and discover what you are truly capable of.
As a diverse and inclusive place to work, there are flexible working arrangements so you can unleash your creativity and curiosity with no limits. Hybrid and flexible work arrangements
Opportunities to contribute to community causes
We’re looking for our next Sales Reporting Analyst . Could it Be You?
Thepurpose of the Sales Reporting Analyst is to provide data analytics about the sales program for each Line of Business (LOB) across the QFG Enterprise, allowing Senior Management and Business Owners to better understand their onboarding performances, and to also present and interpret data so as to make informed business decisions that will improve and maximize the sales output and conversion rates, resulting in the maximum level of growth for each line of business.
What’s it like working as the Sales Reporting Analyst at Questrade?
The Sales Reporting Analyst will be an integral part of the Sales Effectiveness Team in providing insights into sales programs for each LOB. They will be responsible for actively working with key stakeholders to capture the sales performance metrics and KPIs for each LOB across the QFG Enterprise, and to convert those elements into a functional report that can be used by each business leader to monitor and track their LOB’s sales operation.
The Analyst will also employ best practices in Microsoft Power BI in the areas of dataset creation, data visualization, DAX and storytelling elements, to provide leaders within the Sales organization with the insights (dashboards, visualizations, insights, analysis) to make increasingly sophisticated decisions about their business.
The Sales Reporting Analyst will also work to build reports in and extract data from other supporting systems, such as the Genesys Cloud contact centre system, and the Salesforce FSC platform.
Leading discussions with various stakeholders to address and answer specific sales related questions
Working with key stakeholders to capture the sales performance metrics and KPIs for each LOB
Identifying, documenting, and standardizing conversion metrics and sales KPIs across the QFG Enterprise
Employing, demonstrating and advocating best practices in the areas ofdataset creation, data visualization and data storytelling using Microsoft Power BI
Providing ad hoc data queries for business owners
Generating and delivering scheduled sales reports on a daily/weekly/monthly/quarterly basis
Creating unified datasets to support business needs by connecting and transforming data from different sources to provide comprehensive analysis and strategic insights
Compiling data findings into presentation format, so as to be distributed to business owners and other stakeholders
So are YOU our next Sales Reporting Analyst? Hold a Degree in Statistics, Mathematics, Business Analytics, or related fields
Have 2+ years of strong PowerBI platform experience (DataSet Creation, Data Visualization, DAX), preferably in a contact centre environment
Have experience with Salesforce CRM and Genesys Cloud
Have 2+ years of experience in Implementation of Value Adding Data Visualization Design and Best Practices
Have experience with business analytics, business intelligence (BI) tools, data retrieval techniques and analytics, including the ability to interpret data results/outcomes to support senior executive decision making
Have working knowledge of SQL query and Power query, involving large datasets and multiple data sources
Are proficient in Microsoft Excel and/or Google Sheets
Are comfortable using Python
Are an expert in distilling data into actionable business insights
Have a good understanding of the “sales” function and basic sales processes
Are knowledgeable and passionate about financial markets and investment products
Have experience working in an inside sales role or other sales related functions
Are familiar with Agile concepts including backlogs, sprints, and planning boards
At Questrade Financial Group of Companies, with multiple office locations around the world, we are committed to fostering a diverse, inclusive and accessible work environment. Our team reflects the diversity of the communities we serve and operate in. Having a collaborative and diverse team helps us push boundaries to bring the future of fintech into existence—not only for the benefit of our customers, but for those who build their career with us.

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