Sales & Marketing Analyst
Vertafore is a leading technology company whose innovative software solution are advancing the insurance industry. Our suite of products provides solutions to our customers that help them better manage their business, boost their productivity and efficiencies, and lower costs while strengthening relationships.
Our mission is to move InsurTech forward by putting people at the heart of the industry. We are leading the way with product innovation, technology partnerships, and focusing on customer success.
Our fast-paced and collaborative environment inspires us to create, think, and challenge each other in ways that make our solutions and our teams better.
We are headquartered in Denver, Colorado, with offices across the U.S., Canada, and India.
JOB DESCRIPTION
Seeking an ever curious and knowledge hungry analyst to enable sales and marketing success through data driven decisions and insights. The Sales and Marketing Analyst will be responsible for supporting the Sales & Marketing Analytics Manager in the daily data aggregation, data health, analysis and reporting used to power the sales and marketing organizations. This role will partner closely with Finance and other functional groups to ensure all sales and marketing insights are accurate, timely, as well as ensure quick and well-informed business decisions can be made at all levels of the department. The ideal candidate will have experience with structuring, aggregating, analyzing and providing real time data within the Sales and Marketing functions of an organization. Additionally, excellent verbal communication skills, the ability to communicate complex analytical topics in a clean & simple way to multiple stakeholders and senior leadership, and strong interpersonal skills are required to perform the role.
Core Requirements and Responsibilities:
The Analyst we are looking for has the complete package – always seeking answers through data, business minded, full of integrity and possess strong attention to detail. Responsibilities will include but not limited to:
Hands-on experience with visualizing data in Salesforce.com and building dashboards and reports
Serve as an integral strategic planning participant for the company and serve as an essential internal resource for key managers in sales and marketing on all analytics needs.
Develop unique knowledge and understanding of sales and marketing segments by providing expert knowledge on historical, current and predictive views of sales and marketing metrics to key stakeholders.
Developing and maintaining an on-going collaborative working relationship with the CFO and his/her managers is essential.
Proactively diagnose the analytics requirements of the sales and marketing organizations; design and deliver processes, metrics.
Collaborate with Sales and Marketing Technical Manager, IT, Finance and other departments as needed to ensure analytics roadmap and all underlying data sources are maintained and developed to support current and future reporting needs.
Gather, analyze and report on large datasets from multiple sources such as forecasts, Business Objects, Salesforce.com, Marketo, Google Analytics, Data Warehouses, etc.
Troubleshoot and identify root cause of operational issues (e.g. data quality, critical process degradation) and make recommendations to improve.
Assist in all facets of sales and marketing planning, inclusive of quota-setting, headcount analysis, business planning, territory analysis and alignment, budget analysis, Develop tools, processes and systems to support the reporting accuracy of sales forecasts and data analysis throughout the business units. Ability to explain factors and events that result in variance to targets over time.
Assist in defining, developing and producing comprehensive weekly key business metrics, including pipeline analysis, sales productivity measures, marketing program effectiveness, ROI, CAC/LTV.
Qualifications:
BS/BA in Business Administration, Finance, Economics, Statistics or related field
2-4 years of developing and delivering sales and marketing analytics
Strong quantitative, analytical and problem solving skills, combined with a high level of initiative
Hands-on experience sourcing data from Salesforce.com, Marketo, Netsuite, Google Analytics
Experience with TM1 analytics platform strongly preferred
Comfortable aggregating and working with large data sets from multiple sources
Exceptionally strong Excel and PowerPoint skills
Energetic, forward-thinking and creative individual with high ethical standards
Strong communication and relationship building skills with the ability to interpret and summarize data to aid management in achieving strategic and operation goals
Strong analytical and problem-solving skills including problem identification, analysis, action planning, and execution
Ability to work in fast pace and high-growth environment with tight deadlines and shifting priorities, and be willing to "roll-up your sleeves" to drive organizational change
Additional Requirements and Details:
· Travel required up to 10% of the time.
· Ability to work remotely with a stable internet connection on an as-needed basis
· Located and working from an office location (when required)*
· Occasional lifting and/or moving up to 10 pounds.
· Frequent repetitive hand and arm movements required to operate a computer.
· Specific vision abilities required by this job include close vision (working on a computer, etc.).
· Frequent sitting and/or standing.
*Our offices are currently closed due to COVID-19 and are scheduled to re-open mid 2021.
THE VERTAFORE STORY
Over the past 50 years, Vertafore has advanced the entire insurance distribution channel with the best software solutions in the industry. Today, we're proud to say hundreds of thousands of Vertafore users rely on our solutions to write business faster, reduce costs, and fuel growth by increasing collaboration and streamlining processes. Vertafore leads the industry with secure, cloud-based mobile products that provide superior reporting and analytics, delivering actionable insight- right when customers need it most. We partner with other leading technology companies to deliver comprehensive solutions to improve the way our customers do business and serve their customers.
Vertafore is a drug free workplace and conducts preemployment drug and background screenings.
The selected candidate must be legally authorized to work in the United States.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all the job responsibilities, duties, skill, or working conditions. In addition, this document does not create an employment contract, implied or otherwise, other than an "at will" relationship.
Vertafore strongly supports equal employment opportunity for all applicants regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, mental disability, medical condition, sexual orientation, genetic information, or any other characteristic protected by state or federal law.
We do not accept resumes from agencies, headhunters, or other suppliers who have not signed a formal agreement with us.