Senior Data Analyst - Sales Platform

This is a Non-Employee Contingent Worker Role providing services for TIAA’s family of companies and will be employed by TIAA's preferred 3rd Party Supplier. As a Non-Employee CW, perform a variety of moderately complex business planning, support, and project-related duties. Demonstrates an exceptional standard of quality and holds themselves accountable to achieving excellent results.

This role will sit onsite, likely in a hybrid capacity, at the location(s) listed in this posting.

The anticipated term of this engagement will be 9 months. This term could be extended based on company business needs.

CW-Data Analyst IV
The Lead Data Analyst reviews and approves complex analytics and statistical modeling on large data sets that identify current market sector trends and customer patterns. This job directs the examination and identification of data patterns and trends that help answer business questions and improve decision-making. The Lead Data Analyst oversees the collection of data sources, as well as the analysis and extraction of key data and information. This job also ensures that data quality meets the organization's information system needs and requirements.

Key Responsibilities and Duties

• Approves mathematical, statistical, and economic techniques that determine market conditions, project consumer needs and inform business initiatives.
• Analyzes and reviews trends found from modelling to inform other lines of business such as product development and marketing decisions.
• Oversees data mining models, statistical reporting and data analysis methodologies to identify key customer segments and to simulate impact of potential business decisions.
• Develops and presents detailed reports and conclusions for business, finance, and investment management based on data summaries.
• Analyzing results for multiple functions and communicating conclusions from complex models to a wide range of audiences.
• Partners with other areas of the business to model outcome of implementing potential business strategies.
• Manages large, complex projects or processes with limited oversight while working with other team members to ensure accurate findings and results.

Educational Requirements

• Bachelor's Degree Required

Work Experience

• 5 Years Required; 7 Years Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
8IC

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 Broadridge 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 Broadridge 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 Broadridge 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.

Start Date: 17-Mar-2025

End Date: 20-Dec-2025

Travel Required: No

Anticipated Posting End Date:

2025-02-28

Base Pay Range: $46.40/hr. - $78.85/hr.

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location.

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