Kapitus - Sales Data Analyst
Requirements
• Bachelor’s degree in Mathematics, Statistics, Engineering, Economics, Finance or equivalent combination of education and job experience • 5+ years of professional experience in data analytics field • Proficient in Salesforce Reporting, Tableau, CRM Analytics, Alteryx, and Microsoft Excel • Experience using SQL and experience using Python for data analytics • Can communicate in a clear and structured way • Strives for continuous learning of new software and systems • Results driven and will prioritize the delivery of high value requests • An analytical thinker and creative problem solver • Must be detail oriented and demonstrate the ability to detect changes, edge cases, and exceptions • Works and collaborates well within a team and can show support and guidance toward other cross-functional teams • An effective listener who can build trust and confidence with a diversity of stakeholders • Fintech/banking experience is a plus • Familiarity with Sales Processes (lead prospecting, lead conversion, pipeline prioritization etc.) is a plus
Responsibilities
• Understand sales processes and metrics required to evaluate individual performance, technology efficiency, and process gaps. • Create, organize, and maintain reusable and robust reports in Salesforce, Tableau, Alteryx, and Excel that track various KPIs as well as business performance, efficiency, and productivity gaps. • Conduct root cause analyses to understand impacts of different variables on KPIs and translate those insights into actionable information about impacts to the business. • Create presentations, spreadsheets, reports, and other documents as needed. • Provide assistance to the Sales department by independently developing insights and recommendations, translating complex data into actionable business decisions, and owning recurring reporting and dashboard deliverables. • Tell compelling stories with data to drive the adoption of analytical insights. • Ensure that deliverables are accurate, available, useful, and easy to use. • Continuously learn new skills and reporting tools to ensure the highest quality reporting and insights. • Other tasks and duties as required by management.
Benefits
• Competitive Base Salary Range $96,300-$154,400 of Kapitus is providing this as a good faith salary range to comply with applicable law. The applicant’s final salary will depend on a number of factors including the applicant’s geographic location, skills, and experience. • Annual Incentive Compensation Eligibility – Up to 10% annually • Health Insurance: Comprehensive medical, dental, and employer-paid vision plans through UnitedHealthcare (UHC), with various coverage levels available to meet the needs of our employees and their families. Additional perks through UHC include: Sweat Equity, free subscription to the Calm App, UHC rewards, Real Appeal, and Quit For Life. • Health Insurance: • Flexible Spending Account: Set aside pre-tax dollars from your paycheck to pay for qualified out-of-pocket medical, dental, vision, pharmacy or dependent care expenses. • Flexible Spending Account: • Lifestyle Spending Account: Employer sponsored post-tax benefits that allow reimbursement for expenses related to physical, mental and financial well-being. • Lifestyle Spending Account: • 100% Company Paid Insurances: Kapitus fully covers the cost of basic short-term and long-term disability insurance, as well as vision insurance, ensuring our employees have comprehensive protection without any personal expense. • 100% Company Paid Insurances: • Voluntary Insurance: Supplemental life insurance as well as enhanced short- and long-term disability coverage are available through Mutual of Omaha, providing additional security for our employees. Additionally, Colonial Accident and Hospitalization insurances are also available, offering further protection against unforeseen events. • Voluntary Insurance: • Paid Maternity and Parental Leave: Beyond state-mandated leave policies, Kapitus provides company-paid maternity and parental leave, supporting our employees during important family milestones. • Paid Maternity and Parental Leave: • Commuter Benefits: We offer pre-tax benefits on parking and commuter expenses to cover travel to and from work. • LifeBalance Program: • Pet and car insurance discounts. • Financial services such as LegalShield. • Relaxation and stress management tools. • Plum Benefits Discount Program: Access exclusive discounts on shows, travel, car rentals, and more, enriching your personal and family life. • Tuition Reimbursement: Pursue further education with up to $5,000 annually in tuition reimbursement, plus opportunities to attend relevant conferences and career development events. Managed through our LSA plan, Kapitus Academy. • Tuition Reimbursement: • Travel Reimbursement: We also offer travel reimbursement for all work-related travel, supporting your involvement in career and personal development activities. • Travel Reimbursement: • Paid Time Off and Sick Time. • Retirement Benefits: Our 401K plan is managed through Fidelity. To support your long-term financial goals, the company provides a 25% match on your contributions, up to 6% of your annual salary. • Kapitus is one of the most reliable and respected names in small business financing. As both a direct lender and a marketplace built with a trusted network of lending partners, we can provide small businesses with the financing they need when, and how it is needed. We have spent our entire existence building a culture that makes us excited to come to work in the morning. Our company is fast paced, teammates need to be self-directed and have an internal motivation to do the right thing, even when the right thing takes a lot of hard work. We show our teammates our appreciation by offering great benefits, competitive pay and solid opportunity for growth. • Company Mission: At Kapitus, our mission is to help small business owners grow their organizations by providing tailored, transparent, and ethical financing solutions. We invest in every business owner’s story and we are dedicated to building lasting relationships to champion their goals. We promise to keep the best interests of our clients at the center of the financing process by operating with transparency, fairness, and integrity. • Company Mission: • Consideration will be given to qualified remote candidates residing in states where Kapitus and/or one of its subsidiaries has an established physical presence.
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