Sales Analyst- Client Management
Role details
Job location
Tech stack
Job description
We're looking for an analyst to join our ever evolving Client Management team to help us unleash the potential of every business.
Are you ready to make your mark? Then you sound like a Worldpayer.
About the team
Our Client Management Worldpayers are at the heart of it all - enabling us to provide world-class support to customers. Unwavering dedication and full of enthusiasm, they're always finding ways for us to grow together.
The Client Management team is rooted in relationship building that focuses on cultivating lasting relationships with our customers, colleagues, and communities. We operate in a fast-paced everchanging environment that requires attention to detail and creative solutioning. Creating value through products, services, education, and issue resolution is our focus. We bring exceptional value to our clients and our partners by offering a powerful combination of service, technology, reliability, and trust. Consistent engagement with our customers delivers an experience that enables businesses to thrive and succeed in the ever-changing payments world.
What you'll own
As an analyst supporting the Client Management team, you will:
- Research, compile, analyze and report on various operational data from multiple sources.
- Merge, transform, manipulate and create datasets into required format for analysis.
- Analyze accounts on a regular cadence to ensure proper portfolio balancing and inclusion.
- Report on team performance for KPIs.
- Research data anomalies and issues.
- Research questions related to report information and calculations.
- Prepare reports of findings for management to facilitate decision-making.
- Produce and distribute monthly, quarterly and annual reports.
- Provide recommendations for improvement and written documentation that relates to analysis of data.
All the above duties and responsibilities are essential job functions for which reasonable accommodation will be made. This position description is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. Employees may be required to perform any other job-related instructions as requested by their leader, subject to reasonable accommodation.
Where you'll own it
You'll own it in our modern Cincinnati office hub. We have collaborative spaces and regular opportunities to celebrate with each other in person.
Requirements
Do you have experience in Task prioritization?, Do you have a Bachelor's degree?, * 2+ years experience with Salesforce reporting, preferably Analytic Studio / CRM-A.
- Bachelor's degree or the equivalent combination of education, training, or work experience.
- Knowledge of basic analysis and financial principles.
- Excellent verbal and written communication skills to technical and non-technical audiences of various levels in the organization, e.g., executive, management, individual contributors
- Ability to multi-task and prioritize to handle numerous responsibilities with little direction.
- Proven ability to be self-motivated and work well independently.
- Willingly shares relevant technical knowledge and expertise to other resources.
- Ability to work productively in a fast-paced environment.
Additional Bonus if you have:
- Merchant services or industry-related experience.
- Previous sales or operational experience.
- Experience with Alteryx.
Benefits & conditions
We know it's bigger than just your career. It's your life, and your world. That's why we offer global benefits and programs to support you at every stage. Here's a taste of what you can expect.
- A competitive salary and benefits.
- Time to support charities and give back to your community.
- Parental leave policy.
- Global recognition platform.
- Virgin Pulse access.
- Global employee assistance program.