Equitable · 21 hours ago
Business Analyst- Metrics Reporting
United States
Full-time
Remote
Entry Level
$68K/yr - $85K/yr
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Responsibilities
Collaborate with team members to help achieve mission OKRs
Execute on Backlog by using NWOW principles and practices.
Build a strong sense of collaboration and transparency in the team.
Have an open mind to experiment to learn by constantly build hypothesis to test with customers.
Challenge the 'status quo' by testing assumptions and asking questions.
Analyze sales and market and client data to provide actionable insights.
Prepare detailed reports and presentations based on data analysis.
Maintain and update the branch monthly goals report.
Assist team by providing production numbers for training qualifications.
Prepare detailed production reports on a branch and complex level.
Provide teams with monthly production numbers and sales insights.
Complete ad hoc field requests for client counts, YoY info, and unit information.
Assist in the development and implementation of business development strategies in partnership with sales team & RBG leadership.
Support the team in identifying and evaluating new business opportunities based on market share, hiring trends and legislative tailwinds.
Work closely with cross-functional teams including marketing, sales, and product development.
Assist in the preparation of presentations, training content and other business development materials.
Client Communication Support: Support the business in reviewing client communications and provide feedback to product team.
Qualification
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Required
Bachelor's degree - Business Administration, Marketing, Economics, or a related field.
Strong analytical and research skills.
Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word).
Mastery of Excel to include creating formulas, pivot tables, and graphs.
Experience executing in an Agile environment
Self-starting with ability to manage multiple competing priorities in a demanding environment
Strong verbal, written communication, and presentation skills to all levels of the organization
Ability to drive the adaption of NWOW / Agile practices and conduct Ceremonies: daily huddle, sprint planning, retrospectives, sprint demo
Ability to adopt the Agile mindset and behaviors, as outlined below
Creativity and ability to think outside the box
Proven experience with influencing change though leveraging agile, adaptive leadership models and change management
Preferred
Experience in the financial or insurance industry is preferred but not required
Up to 2 years of experience in business development, market research, or a related field is preferred but not required
Benefits
Medical
Dental
Vision
A 401(k) plan
Paid time off
Company
Equitable
Equitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families.
Founded in 1859
5,001-10,000 employees
Funding
Current Stage
Late StageLeadership Team
Mark Pearson
CEO and President
Recent News
2024-06-03
Business Wire
2024-05-21
Company data provided by crunchbase
