Client Intelligence Analyst

3 weeks ago

Toronto, Ontario, Canada Royal Bank of Canada> Full time

Job Summary

We are seeking a highly skilled Client Intelligence Analyst to join our team at Royal Bank of Canada. As a Client Intelligence Analyst, you will play a critical role in ensuring accurate client revenue reporting and leveraging data to deliver analytical business insights to empower the business to make more informed decisions on its clients and support its formulation of sales and client strategies.

Key Responsibilities

  • Leverage various data sources (internal metrics, benchmarking data, client feedback, CRM data) to provide business intelligence and design visualizations in Tableau that highlight actionable client insights in support of strategic business initiatives.
  • Support the annual sales & client planning process and partner with Sales and business management to develop KPIs to track business performance.
  • Coordinate and be responsible for client benchmarking data submissions to external competitor benchmarking vendors.
  • Support the evolution of RBC's client analytics by working on data initiatives to improve client revenue data and enhance client profitability metrics.
  • Support the Sales platform's strategic initiatives to increase revenue and deepen relationships by providing thoughtful client data analysis.
  • Support Senior Relationship Management and Global Sales Management's Global Account Review process by delivering client analytics and performing client opportunity analysis to support the formulation of a client plan to increase client returns.
  • Provide senior leadership client briefs and opportunity analysis ahead of client meetings.

Requirements

  • Advanced proficiency in Tableau dashboards & visualizations, Excel (pivot tables, formulas, charts & graphs), SQL and/or Python.
  • Passion for data, analysis and visualizations.
  • Demonstrated ability to organize and structure large amounts of data.
  • Ability to understand business requirements and design reports, KPIs and/or dashboards to solve business reporting and analytics needs.
  • Positive attitude and collaborative work approach; ability to work independently and in a team.
  • Ability to multi-task and manage multiple initiatives and priorities.
  • Experience managing internal stakeholders or clients.
  • Ability to work in fast-paced environment; be agile and flexible to support business needs.
  • Strong written & verbal communication skills; ability to communicate confidently and effectively to all levels.
  • Influencing skills; ability to build relationships with key internal stakeholders and partners.
  • Self-starter, ability to progress and deliver initiatives with little direction / oversight.
  • Ambition & drive; doesn't settle for status quo and looks for ways to improve and thinks outside the box.
  • Bachelor's degree or higher; at least 2 years of work experience in data visualization and analytics.

What's in it for you?

  • We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper.
  • A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.
  • Work in a dynamic, collaborative, progressive, and high-performing team.
  • Opportunities to do challenging work and take on greater responsibilities.
  • Access to leaders who support your development through coaching and mentoring opportunities.
  • Work in a dynamic, collaborative, innovative, and high-performing team.
  • Ability to make a difference and lasting impact.

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