Webster Bank · 4 days ago
Sales Analyst
Wilmington, MA
Full-time
Hybrid
Mid, Senior Level
$70K/yr - $83K/yr
5+ years expWebster Bank is a leading commercial bank focused on helping individuals, families, and businesses achieve their financial goals. The Sales Analytics and Reporting Analyst will provide actionable insights to sales leadership by analyzing sales data, building dashboards, and supporting strategic initiatives to enhance client engagement and reporting.
Banking
Responsibilities
Analyze sales data to identify trends, opportunities, and performance gaps across teams, regions, and products
Build and maintain dashboards and reports in Power BI (or other BI tools) to support real-time visibility into KPIs
Monitor sales pipeline health and forecast accuracy in CRM (MS Dynamics, Salesforce, etc.)
Provide ad-hoc analysis and insights to support revenue operations and executive decision-making
Utilize AI tools to develop effective and reliable predictive models
Partner with Sales Leadership and RevOps to define sales targets, quotas, and performance metrics
Support territory design, segmentation, and account assignments based on data-driven insights
Contribute to annual and quarterly sales planning, including headcount modeling and resource allocation
Evaluate the effectiveness of sales strategies, campaigns, and incentive programs
Identify process inefficiencies in lead management, opportunity progression, and reporting workflows
Recommend and implement improvements to sales processes and tools to increase efficiency
Collaborate with Sales Enablement to align training initiatives with data-driven insights
Partner with Finance to align revenue forecasts with financial models and budgets
Collaborate with Marketing to measure lead quality, conversion rates, and campaign ROI
Work with Product teams to provide insights on market trends, customer behavior, and competitive intelligence
Ensure accuracy and integrity of sales data across CRM, BI, and reporting systems
Maintain data governance standards and support compliance reporting as required (e.g., Medicare/insurance industry reporting)
Qualification
Required
5-7 years experience in a similar role required
Experience in sales, revenue, or business data analysis required
Experience with sales forecasting, pipeline analysis, and quota attainment reporting required
Strong proficiency in business intelligence tools (Power BI, Tableau, or equivalent)
Advanced skills in Excel (pivot tables, VLOOKUP, modeling, etc.)
Solid understanding of CRM platforms (MS Dynamics, Salesforce, or similar)
Strong analytical and problem-solving abilities with attention to detail
Ability to translate complex data into clear, actionable insights for non-technical audiences
Strong organizational and project management skills with ability to juggle multiple priorities
Excellent communication and presentation skills, both written and verbal
Ability to collaborate effectively with cross-functional partners (Sales, Finance, Marketing, Product, RevOps)
Familiarity with data governance, reporting standards, and compliance-related reporting
Knowledge of SQL or other data query languages for deeper analysis
Background in process improvement methodologies (Lean Six Sigma, Agile, etc.)
Comfort working in fast-paced, high-growth environments
Strong business acumen with the ability to connect data insights to revenue strategy
H.S. Diploma or General Education Degree (GED) required
Preferred
Bachelor's Degree in Arts/Sciences (BA/BS) preferred
Experience in the insurance, workers' compensation, or healthcare/Medicare compliance industries preferred
Experience supporting territory planning and sales incentive program modeling preferred
Experience creating executive-level dashboards and board-ready reporting packages preferred
Exposure to predictive analytics, AI-driven sales forecasting, or advanced statistical modeling preferred
Benefits
Incentive compensation
Company
Webster Bank
Webster is a commercial bank that provides financial services to corporations, individuals, families, and partners.
1001-5000 employees
H1B Sponsorship
Webster Bank has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2024 (4)
2023 (5)
2022 (3)
2020 (1)
Funding
Current Stage
Public CompanyTotal Funding
$653MKey Investors
Greystone
2025-09-11Post Ipo Debt· $350M
2024-12-02Post Ipo Debt· $303M
2002-10-17IPO
Leadership Team
Neal Holland
Chief Financial Officer
D
Daniel Gioia
Sr. Managing Director
Recent News
Hartford Business Journal
2025-11-06
How to prevent transformation outcomes from quietly collapsing | CIO
2025-11-03
Company data provided by crunchbase