Data & Analytics ManagerSterling Capital Management • Charlotte, North Carolina, United States
Cette offre d'emploi n'est plus disponible
Data & Analytics Manager
Sterling Capital Management
- Charlotte, North Carolina, United States
- Charlotte, North Carolina, United States
À propos
JOB STATEMENT The incumbent will be responsible for managing the daily, monthly, and quarterly data and analytics functions for our Intermediary business. This role requires a strong background in data management, reporting, and campaign analytics, as well as proficiency in a range of platforms and tools.
ESSENTIAL Duties and Responsibilities
Generate activity, cash flow, and revenue reports
Import and manage large datasets of clients and prospects
Maintain accurate and up-to-date client records and distribution lists
Marketing Campaign Execution (Pardot)
Collaborate with Sales and Marketing teams to design and execute targeted campaigns
Track campaign performance and engagement metrics
Analyze outreach data and recommend strategies to improve reach and effectiveness
Coordinate follow-up efforts with the Sales team based on campaign responses
Data Analytics Oversight
Provide consistent and ongoing data analysis for the Intermediary team using tools such as:
Broadridge
Kyloe
Fidelity Network Portal
Envestnet
FiServ
4U
Pardot
Reporting & Insights
Produce recurring reports for leadership and sales teams, including:
Industry cash flow trends
Sector and competitive analysis
Hypothetical performance comparisons
Daily, monthly, and quarterly sales metrics
Assist in the creation of strategic materials such as:
Heat maps and sector analysis
Market flow and trend-based insights
QUALIFICATIONS
Minimum of 5-7 years of relevant experience in data analytics, sales operations, or marketing analytics
Proficiency in Excel, Salesforce, Pardot, Envestnet, Dakota, and other relevant platforms
Strong analytical and problem-solving skills
Ability to work cross-functionally with Sales, Marketing, and Management teams
Excellent communication and organizational skills
#J-18808-Ljbffr
Compétences linguistiques
- English
Avis aux utilisateurs
Cette offre a été publiée par l’un de nos partenaires. Vous pouvez consulter l’offre originale ici.