Axelon
Title: Business Data Analyst - Sales Platform (Hybrid)
Location: Iselin, NJ
Business Data Analyst
This role reports to the Head of Sales and Marketing Technology. This will be part of a team implementing sales and asset reporting in the Client Salesvision platform. The primary responsibility will be to analyze the current sales hierarchy and configure the credit assignment rules within Salesvision. The main responsibilities for the team include business process analysis, business requirements analysis, operations process analysis, system feeds/tables/data set analysis, data architecture analysis by deep diving into the setup of the existing system SalesPage and translating into requirements for the new Salesvision platform. This position will partner closely with business stakeholders to ensure deliveries create tangible value for the business and resolve pain points, and partner closely with the Sales operations team to advise and design cutting-edge strategic solutions. This will be instrumental in building, applying, and expanding our capabilities in supporting our US Wealth and Retirement business stakeholders. Key Responsibilities and Duties
Collaborate with stakeholders to understand business requirements and translate them into achievable scopes within Client Salesvision. Build and manage end to end data analysis for Sales operations processes for prioritized use cases. Conduct business process analysis and root cause analysis to inform and create strategic business data architecture. Partner with business, sales operations and technology teams to document business rules, data quality requirements for Salesvision. Properly manage stakeholders' expectations. Create and maintain transparency on prioritization, scope. Influence business and operational process changes to remediate data issues and prevent issues from recurring. Educational Requirements
University (Degree) Preferred Work Experience
10 Years Required; 15 Years Preferred Required Qualifications:
10+ years of experience in Asset Management industry supporting Intermediary channel. 10+ years of experience in analyzing business requirements, working with large data sets, developing, and implementing solutions. 5+ years of experience with Client Salesvision. Experience with SalesPage. Experience in reference data management. Preferred Qualifications:
Experience in Data Domain Knowledge with Salesforce, Sales teams. Experience in collaborating with diverse stakeholders across departments. Excellent leadership and communication skills. Ability to drive innovation and lead a team in a dynamic environment. Experience in Alteryx, PowerBI, Tableau or equivalent tools for data preparation, blending and automation. In-depth knowledge of data governance, data quality, and data integration.
Business Data Analyst
This role reports to the Head of Sales and Marketing Technology. This will be part of a team implementing sales and asset reporting in the Client Salesvision platform. The primary responsibility will be to analyze the current sales hierarchy and configure the credit assignment rules within Salesvision. The main responsibilities for the team include business process analysis, business requirements analysis, operations process analysis, system feeds/tables/data set analysis, data architecture analysis by deep diving into the setup of the existing system SalesPage and translating into requirements for the new Salesvision platform. This position will partner closely with business stakeholders to ensure deliveries create tangible value for the business and resolve pain points, and partner closely with the Sales operations team to advise and design cutting-edge strategic solutions. This will be instrumental in building, applying, and expanding our capabilities in supporting our US Wealth and Retirement business stakeholders. Key Responsibilities and Duties
Collaborate with stakeholders to understand business requirements and translate them into achievable scopes within Client Salesvision. Build and manage end to end data analysis for Sales operations processes for prioritized use cases. Conduct business process analysis and root cause analysis to inform and create strategic business data architecture. Partner with business, sales operations and technology teams to document business rules, data quality requirements for Salesvision. Properly manage stakeholders' expectations. Create and maintain transparency on prioritization, scope. Influence business and operational process changes to remediate data issues and prevent issues from recurring. Educational Requirements
University (Degree) Preferred Work Experience
10 Years Required; 15 Years Preferred Required Qualifications:
10+ years of experience in Asset Management industry supporting Intermediary channel. 10+ years of experience in analyzing business requirements, working with large data sets, developing, and implementing solutions. 5+ years of experience with Client Salesvision. Experience with SalesPage. Experience in reference data management. Preferred Qualifications:
Experience in Data Domain Knowledge with Salesforce, Sales teams. Experience in collaborating with diverse stakeholders across departments. Excellent leadership and communication skills. Ability to drive innovation and lead a team in a dynamic environment. Experience in Alteryx, PowerBI, Tableau or equivalent tools for data preparation, blending and automation. In-depth knowledge of data governance, data quality, and data integration.