Business Intelligence Strategist

15 hours ago

Edmonton, Alberta, Canada CWB Full time
Experience the thrill of driving business growth as a Business Intelligence Strategist at CWB

CWB is a leading financial institution that prioritizes its people, clients, and investors. We foster an environment where relationships are built with intention, new ideas are sought out, and how we do things is just as important as what we do.

This role offers an exciting opportunity to contribute to the success of our Business and Personal Banking portfolios in Canada. As a Business Intelligence Strategist, you will drive actionable sales intelligence and lead generation, aiming to grow and optimize business and personal banking portfolios. You will support channel partners and help internal partners make informed decisions through the development of sales insights, coaching tools, reports, and dashboards.

Key Responsibilities:

Sales Performance & Management
  • Support and lead the scorecards and variable compensation reporting for the banking region sales force.
  • Actively lead, support, and foster strategic sales intelligence and management for Business and Personal Banking portfolios across Canada by managing inquiries and monitoring client performance.
  • Pursue analysis for net new sales opportunities and work inside the current client base on cross-sell expansion opportunities.
  • Deliver tools, leader dashboards, sales pipeline, and business referral insights across various business divisions and segments, ensuring all front-line employees understand and can monitor performance to targets.
Data Migration & Reporting
  • Develop requirements, implement changes, and drive ongoing improvements, including formulating a multi-year data roadmap in partnership with Technology and other team members.
  • Build requirements for migration of data to central sources and partner with Technology to ensure intent is gathered and all information is tested and validated to expectation.
  • Connect reporting with new data environments as new data assets are developed, discuss changes with collaborators, and ensure a smooth transition to new sources.
  • Understand gaps in reporting needs by consistently collaborating with team members and effectively prioritizing based on the most urgent needs and available resources.
  • Drive the ongoing evolution of the Client and Product reporting suite and contribute to the improvements of the data assets that drive this evolution.
People & Culture
  • Develop innovative ways to promote new insights and cultivate creative thinking in an environment that supports continuous improvement and process efficiencies.
  • Collaborate and align interests with all key collaborators across the broader analytics team, finance, operations, product, sales efficiency, digital, marketing, and technology.
  • Champion a people-focused culture and leverage broader Bank relationships, systems, and knowledge.
  • Build a high-performance, results-focused team and implement a people strategy that attracts, retains, develops, and motivates employees by encouraging an inclusive work environment.
  • Coordinate the team's daily functions to ensure timely responses to business inquiries, resolution of issues, and compliance.
What We Offer:

Your Success Is Our Obsession And Our Award-Winning Culture & Benefits Back It Up.
Proudly Recognized By Great Place To Work In 2024 As One Of Canada's Top 50 Best Workplaces & Member Of Waterstone Human Capital's Most Admired Corporate Cultures Hall Of Fame.

$118,000 - $150,000 Per Year, depending on experience.

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