Now Hiring - Mountain America Financial Services, LLC - Sales Operations Strategist in Sandy, UT

LOCATION

Mountain America Center - Hybrid

9800 S Monroe St
Sandy, UT 84070

SCHEDULE

Full time; This is a hybrid position with some in office days required, depending on business need

To be effective, an individual must be able to perform each job duty successfully.

• Utilizes Power BI reporting to develop and maintain sales analytics reports and dashboards to provide actionable insights that support data-driven decision-making for the sales and executive leadership teams.
• Creates interactive data visualizations that allow business stakeholders to make data driven decisions to adjust to performance and market trends.
• Develops and runs forecasting models to provide business leaders with accurate sales projections.
• Presents and delivers valuable insights from the incentive plans to Member Service executives and other team members.
• Reviews and audits sales incentive plans for quality assurance and ensures effectiveness and ROI on sales campaigns.
• Experience with creation and delivery of sales and recognition programs.
• Strong experience using Excel

KNOWLEDGE, SKILLS & ABILITIES

The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions

Experience

Requires a minimum of 4 years experience in a data driven analytical role

Education

Bachelor's degree or equivalent experience

Licenses, Certifications, & Registrations

None

Managerial Responsibilities

This position does not have any people leadership responsibility.

Computer/Office Equipment Skills

Experience with analytical and reporting software required

Advanced skills with Microsoft Office Suite including Outlook, Word, PowerPoint, and Excel

Language Skills

Demonstrated ability to clearly express ideas, methodology, results and recommendations verbally, in writing and through insightful reports and graphic illustrations

Demonstrated ability to document outcomes and present information in a manner appropriate for key stakeholders and all levels of the organization.

Other Skills and Abilities

Understanding of the credit union's financial model and what drives critical results
Demonstrated experience with Excel and advanced knowledge of formulas
Advanced analytical thinking with experience reviewing data, providing insight, and recommending change and process improvement.
Ability to communicate clearly and professionally to company executives
Experience with Business Intelligence tools such as Power BI, Tableau, etc.
Track record of achieving business results through creative problem solving and careful implementation

PHYSICAL ABILITIES / WORKING CONDITIONS

Physical Demands

Ability to sit, talk and hear consistently
Ability to stand, walk, and use hands to handle or reach occasionally

Vision Requirements

Close vision (clear vision at 20 inches or less)
Distance vision (clear vision at 20 feet or more) Ability to lift up to 10 pounds occasionally

Weight Lifted or Force Exerted

There are no unusual environmental factors (such as a typical office)

Environment

Moderate noise (business office with computers and printers, light traffic)

***This Job is not eligible to be performed in Colorado or Connecticut, either remotely or in-person.***