Principal Business Insights Analyst

The Principal Business Insights Analyst is a highly analytical and influential business partner responsible for turning complex performance data into clear insights and actionable recommendations that improve sales performance, productivity, and execution across the retail branch network. Reporting to the Principal Business Insights Director, this role works closely with Sales Leadership, Product teams, Field Execution leaders, and enterprise data and analytics partners to identify opportunities, diagnose performance gaps, and help leaders make informed business decisions.

This individual will connect data to business outcomes, moving beyond reporting what happened to helping the organization understand why it happened, where opportunities exist, and what actions can improve performance. Through analysis of branch, regional, and national performance, the Principal Business Insights Analyst will provide recommendations that strengthen sales effectiveness, lead conversion, product penetration, and colleague productivity.

The role requires strong analytical capability, business acumen, and the ability to translate complex information into clear, compelling insights for both senior leaders and frontline business partners. The analyst will also help establish meaningful performance measures, evaluate the effectiveness of business initiatives, and continuously improve how insights are used to drive decisions and execution.

Primary responsibilities include

Performance Insights and Opportunity Identification

• Analyze branch, regional, and national performance across key sales, conversion, productivity, and related business metrics to identify trends, opportunities, and performance gaps.
• Diagnose underlying drivers and root causes behind performance results and translate findings into clear, actionable recommendations.
• Identify opportunities to improve sales effectiveness, including sales per lead, conversion rates, product penetration, and colleague productivity.
• Proactively surface emerging trends and performance opportunities to help leaders focus resources and actions where they can have the greatest business impact.

Sales and Initiative Effectiveness

• Evaluate the effectiveness of sales initiatives, campaigns, and lead-management strategies and identify opportunities to strengthen performance.
• Establish and monitor key performance indicators for priority initiatives, assessing results and recommending adjustments or optimizations based on performance.
• Connect business results with underlying activities and execution to help leaders understand what is driving performance and where changes may be needed.

Executive Insights and Decision Support

• Develop executive-level reporting, presentations, and data stories that translate complex analysis into clear business implications and recommended actions.
• Communicate insights in a concise and compelling manner that enables both technical and non-technical audiences to understand the business opportunity and determine appropriate action.
• Serve as a trusted analytical partner to business leaders, bringing an informed, data-driven perspective to strategic and frontline decisions.

Reporting, Dashboards and Data Integrity

• Build, maintain, and enhance dashboards and reporting tools that support timely decision-making by field and senior leadership.
• Ensure the accuracy, consistency, and integrity of data used in reporting, analysis, and performance measurement.
• Partner with enterprise data and analytics teams to strengthen reporting capabilities, improve data quality, and evolve the tools and insights available to business leaders.

Cross-Functional Partnership

• Partner closely with Sales Leadership, Product teams, Field Execution leaders, and enterprise data and analytics partners to align analytical work with key business priorities.
• Translate business questions and emerging performance challenges into meaningful analysis that supports decision-making and execution.
• Influence decisions through fact-based recommendations while building strong relationships across a highly collaborative, cross-functional environment.

• Demonstrated experience analyzing complex business and performance data and translating findings into actionable recommendations.
• Strong business acumen with the ability to connect data, performance trends, and business activity to measurable outcomes.
• Experience analyzing sales, conversion, productivity, customer, or related performance metrics in a business environment.
• Demonstrated ability to identify trends, performance gaps, and root causes and communicate the business implications of those findings.
• Experience developing dashboards, reporting, executive presentations, or other analytical tools that support business decision-making.
• Strong communication and data-storytelling skills, with the ability to translate complex analysis into clear insights for non-technical and senior audiences.
• Demonstrated ability to partner effectively across business, sales, product, field, and data or analytics teams.
• Strong attention to data quality, accuracy, and consistency.
• Ability to work independently, manage multiple priorities, and proactively identify opportunities where analytics can improve business performance., * Experience supporting Retail Banking, Consumer Financial Services, branch distribution, sales performance, or another large-scale customer-facing business.
• Experience evaluating sales initiatives, campaigns, lead-management strategies, or other programs tied to measurable business outcomes.
• Experience establishing KPIs and measuring the effectiveness of strategic or operational initiatives.
• Experience developing insights for a geographically distributed frontline organization.
• Advanced experience with business intelligence, visualization, reporting, or analytical tools.

Posted Yesterday In-Office or Remote Hiring Remotely in United States 139K-182K Annually Entry level In-Office or Remote Hiring Remotely in United States 139K-182K Annually Entry level Analyzes branch, regional, and national performance data to identify trends, root causes, and opportunities that improve sales effectiveness, conversion, product penetration, and productivity. Develops dashboards, executive reporting, KPIs, and data stories; evaluates initiatives and campaigns; ensures data integrity; and partners with sales, product, field execution, and analytics teams to deliver actionable recommendations and support business decisions. The summary above was generated by AI, * The salary range for this position is $139,000 - $182,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the budget, work location, and relevant skills and experience.

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