Sales Data Analyst

Sales Data Analyst
Compensation Range: $70,000 - $85,000
The Mortgage Business Intelligence & Analytics team oversees all activities and functions involved with the company’s Business Intelligence platform, giving mortgage company business leaders access to reliable, actionable data to better manage and understand the business and drive company growth.
We are seeking an experienced Sales Data Analyst to grow our team’s reporting and analytic capabilities. This role will be supporting our sales team, working hand-in-hand to develop core reporting necessary to drive our sales strategy. The right candidate will be able to derive and deliver additional insights to the sales team with an increase in sales being the ideal outcome. The Sales Data Analyst may use statistical and/or observational analysis to identify the most effective sales leads and methods to increase our conversion rates and improve our operational efficiency.
This opportunity is fully remote with the option to work from our offices in San Diego, CA, Irvine, CA, or Omaha, NE for those who prefer an office environment. You will be joining a dynamic, fully remote team which is distributed across pacific and central time zones and supporting our business across all US time zones.
This will be a highly visible role which will be key in driving value for our primary organizational goals, with exposure to sales leaders across the company, and our CFO. Responsibilities will continue to expand, with opportunities to support analytics projects aligned with team and organizational goals.
Duties include:
Reporting & Measurement

• Communicate with business leaders to understand business needs and gather requirements
• Create standard reporting to establish baseline of existing sales funnel performance
• Develop relevant reporting to track performance of pilots and processes, as well as supporting the business
• Properly establish metrics to measure success and identify additional opportunities

Data Synthesis & Presentation

• Effectively distill data into understandable and summary results
• Create strong data visualizations
• Deliver findings and insights to upper management and stakeholders using storytelling techniques
• Propose actionable recommendations on product and process

• Conduct A/B testing, identifying control groups to measure against

Team Support

• Help grow team capabilities through best practices, skill sharing, and collaboration
• Support other team functions such as operational reporting, regulatory reporting, and data development, as needed

Additional duties may include:

• Statistical & qualitative analysis
• Develop statistical models to identify relevant variables impacting sales

• Establish hypotheses and recommendations including documentation, identifying test groups, and establishing time frames

Qualifications

• Strong knowledge and experience with mortgage sales required including understanding of entire sales funnel, from lead generation to closing
• 3-5 years’ experience in an analytics role such as data analytics, business intelligence, decision science, data science, analytic insights, or similar
• BS in a quantitative discipline such as statistics, computer science, decision science, or similar, or equivalent professional experience
• Comprehension of core structured data and data warehouse concepts
• Strong report development and data visualization experience including dashboards, KPIs, and data presentation
• Ability to work with a variety of personalities, including senior level management, and effectively use data to drive actionable recommendations

Required Skills

• Expert level understanding of Power BI including connecting to data sources, data transformation, data visualization, and data interaction
• Central semantic model development including creating measures using DAX
• Advanced experience with (MS) SQL and datamining techniques using multivariate datasets
• Strong written and verbal communication skills including ability to build effective data visualizations, reports, and present to a variety of audiences

Additional Preferred Skills

• Proficient with analytics programming language such as Python or R
• Statistical analysis experience including regression analysis, k-means clustering, and other statistical methods
• Predictive modeling experience

Applicants must be authorized to work in the US without the need for sponsorship.