Senior Analyst
WorkwaveSalary not specified
- Full Time
- Senior (5 to 8 years)
$130,000 – $170,000Compensation
Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, Sales StrategyIndustries
Requirements
Candidates should possess advanced Excel skills, including the ability to work with large datasets and construct dynamic models, along with experience building reporting and extracting data from Salesforce, and proficiency in Tableau and/or Sigma. A background in consulting and/or financial services strategy is highly preferred.
Responsibilities
The Senior Sales Strategy Associate will own and deliver ongoing regular reporting and analysis for executive leadership, focusing on high-impact strategic initiatives; perform ROI analysis across teams, platforms, tools, products, and features to guide organizational priorities and investments; partner with FP&A to manage commission structures, quotas, and related financial workflows; analyze the sales cycle using data-driven insights to recommend process improvements and efficiency gains; develop visual analytics to evaluate the current book of business versus total addressable market and identify areas for growth; create and maintain scalable dashboards and reporting tools in platforms like Salesforce, Tableau, and/or Sigma; and draft strategic planning documentation to highlight key analysis including strategic memos, presentation decks, etc.
Skills
Excel
Salesforce
Tableau
Sigma
Data Analysis
Reporting
Financial Analysis
ROI Analysis
Strategic Planning
Vestwell
Digital platform for modern retirement plans
About Vestwell
Vestwell provides a digital platform that simplifies the management of retirement plans for businesses and their employees. Employers benefit from streamlined onboarding, vendor oversight, and fiduciary investment management services, which reduce administrative burdens and liability. Employees can customize their investment options and easily monitor their plans through a user-friendly interface. Vestwell's integrated approach and transparent pricing distinguish it from competitors, with the goal of transforming retirement planning through technology.
New York City, New YorkHeadquarters
2016Year Founded
$231MTotal Funding
SERIES_DCompany Stage
Fintech, Financial ServicesIndustries
201-500Employees