Job Description - Global Business Development and Client Services Analyst
Summary The Global Business Development and Client Services Analyst is a remote role that is responsible for supporting B2B sales enablement efforts to acquire new clients and grow the embedded base. The Global Business Development and Client Services Analyst will dig deeper to uncover the 'why' providing valuable, 'data-driven' insights to sales leadership in support of targeting the right clients with the right offers to generate more deals, increase deal size, and improve win rates. They will collaborate with sales and other functional areas to gather and prepare data; provide quantitative and qualitative analysis; and prepare findings for presentation to key stakeholders and executive management. Responsibilities
Research data sources and data integrity
Define, analyze, and interpret data across multiple systems and tools
Evaluate and ensure reliable pipeline/forecasts related to new business and embedded base growth to meet our annual sales targets
Work with sales leaders & key stakeholders to understand and document business requirements
Document, maintain and enforce key sales processes and methodologies
Evaluate clients, programs, and competitors to identify proactive opportunities to improve the customer experience and generate revenue
Create a data repository, design dashboards, prepare scheduled and ad-hoc reports, evaluate trends, make recommendations, and present key findings to various audiences including executive leadership team
Develop strong relationships with internal support organizations such as finance and operations
Performs checks to ensure data integrity and consistency, then support periodic data and system cleansing exercises to maintain data & its integrity
Other tasks as assigned
Experience
Minimum 3 years related experience analyzing and reporting data driven sales insights
Demonstration of professional acumen, critical thinking, solution development, intellect, drive, and innovation
Evidence of prior, consistent success meeting and exceeding management expectations for monitoring and reporting sales pipeline, quota coverage, stage analysis, and sales productivity
Ability to analyze qualitative and quantitative data by applying hypothesis testing. Identify trends and provide recommendations that determine underlying drivers behind performance gaps to enhance future improvement opportunities
Creates reports and dashboards, extract data from internal systems or sources (e.g. Salesforce, Power BI, SQL, etc.)
Experience working independently and as part of a support team in a fast paced, rapidly changing sales & client services environment
Skills
Ability to gather and document business requirements, solution alternatives and system design recommendations
Able to spot data anomalies and understand their impact on business process and decisions, and recommend actions to improve data accuracy
Ability to design and build reports using various reporting tools or similar reporting applications
Able to manage multiple assignments simultaneously, and perform routine scheduled tasks such as standard weekly, monthly, quarterly, and annual reports without prompting
Self-starter: able to manage own workload, meet deadlines and proactively work with stakeholders to adjust priorities when needed
Able to work well with a team or multiple teams, particularly in a remote environment
Winning Mindset: Highly motivated, positive and results oriented
Team Player: highly versatile and flexible; ability to handle conflict and confront challenging issues in a fast-paced work environment
Problem Solver: analytical, interpretive, and critical thinking skills- ability to analyze and translate data into problem solving solutions
Creativity: proven ability to think outside the box, champion important projects, programs and business initiatives with high energy and ingenuity
PC literate, including Microsoft Office products, experience with Excel-based reporting, including Pivot Tables and Charts
Knowledge of CRM systems, data visualization/BI tools (e.g. Salesforce, Power BI), and contact center metrics a plus
Education
Bachelor's degree from an accredited college or university (MBA is a plus)
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