Sales Reporting Analyst

3 weeks ago

Toronto, Canada Questrade Financial Group Full time

Sales Reporting Analyst (hybrid)

5700 Yonge St, North York, ON M2M 4K2, Canada Req #2418 Friday, May 3, 2024 Questrade Financial Group (QFG) of Companies is committed to helping our customers become much more financially successful and secure. We are everything a traditional financial institution is not. 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. This is a place where you can explore, discover and learn with continuous growth. As a diverse and inclusive place to work, there are flexible working arrangements so you can unleash your creativity and curiosity with no limits. If you share the same sense of infinite possibility, come shape your future at Questrade.

What’s in it for you as an employee of QFG?

Health & wellbeing resources and programs  Paid vacation, personal, and sick days for work-life balance Competitive compensation and benefits packages Hybrid and flexible work arrangements Career growth and development opportunities Opportunities to contribute to community causes Work with diverse team members in an inclusive and collaborative environment

We’re looking for our next Sales Reporting Analyst . Could it Be You?

The purpose 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.

Need more details? Keep reading…

In this role, responsibilities include but are not limited to: 

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  Capturing requirements and providing consultative guidance on solution/delivery and strategic options Employing, demonstrating and advocating best practices in the areas of dataset 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 Collaborating with other stakeholders on business cases for new programs and initiatives 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 Proactively identifying opportunities for process improvements in line with business objectives Demonstrating a sense of urgency and a strong commitment to achieving deadlines

So are YOU our next Sales Reporting Analyst? You are if you…

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 Are a team player and self-starter with great interpersonal skills and a solution-oriented attitude Have a good understanding of the “sales” function and basic sales processes Have strong presentation, communication, and analytical skills

Additional kudos if you…

Are knowledgeable and passionate about financial markets and investment products Have contact center experience, ideally in financial services Have experience working in an inside sales role or other sales related functions Are familiar with Agile concepts including backlogs, sprints, and planning boards

Sounds like you? Click below to apply

#LI-NP1

#LI-Hybrid

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. This is an environment where individuals are treated with dignity and respect. Here, the unique skills and experience you bring will be valued. You will be supported and motivated, so that you can harness your unlimited potential. 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. Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment/selection process, please let us know and we will work with you to meet your needs.

Other details

Pay Type Salary 5700 Yonge St, North York, ON M2M 4K2, Canada Share this job:

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