Clearview Federal Credit Union · 1 day ago
Financial Sales Performance Analyst- Hybrid, Moon Township, PA 15108
Moon, PA
Full-time
Hybrid
Mid, Senior Level
3+ years expClearview Federal Credit Union is seeking a Financial Sales Performance Analyst to uncover factors driving sales performance across the credit union. The role involves analyzing referral activity, product adoption, and sales team performance to provide actionable insights that enhance member engagement and improve sales strategies.
BankingCredit CardsFinancial ServicesNon Profit
Hiring Manager
Teresa Devine, SHRM-TASC
Responsibilities
Analyze sales referral pipelines to understand why referrals are or are not converting into closed products
Identify which products resonate with members and which may be underperforming
Evaluate product complexity and member comprehension to determine if sales challenges stem from product design or delivery
Assess why some employees are successful in moving from referral to sale while others struggle. Upon uncovering gaps or deficiencies, partner with the Sales Performance Coach to identify sales coaching opportunities to bolster success
Provide sales teams analysis to identify high-performing locations versus those performing below expectations and uncover the reasons why
Highlight best practices from successful employees and teams that can be shared with management but especially the Sales Performance Coach
Deliver actionable insights to leadership and sales teams management that directly influence training, product design, sales strategies, and member engagement approaches
Partner with cross-functional teams (Sales, Marketing, Product Development, Member Services) to recommend changes based on findings
Build interactive dashboards and visualizations in Power BI or Tableau that translate data into meaningful narratives
Develop presentations that provide clarity and direction, not just numbers
Ensure accuracy, consistency, and completeness of data across core banking, CRM, and referral systems. Establish standardized metrics and definitions for consistent analysis
Apply statistical methods, segmentation, and predictive modeling to forecast member behavior and referral outcomes. Identify leading indicators of sales success and develop early-warning metrics
Partner with Sales Performance Coach to provide recommendations for data-driven coaching programs and with insights that can be directly translated into action plans. Act as an internal consultant to stakeholders
Benchmark sales performance against peer credit unions and track market trends to inform strategies
Identify inefficiencies in sales/referral processes and recommend streamlined workflows. Partner with IT and business teams to improve data collection
Ensure analyses comply with regulatory standards and member privacy requirements
Support Clearview’s Commitment to Diversity, Equity & Inclusion by welcoming and embracing the unique differences of others, treating others fairly and equitably, and creating an inclusive experience where others feel respected and valued; Understand and believe a diverse workplace is essential to the company’s vision and success
Qualification
Required
Bachelor's degree in Business, Finance, Economics, Data Analytics, Marketing, or a related field
3–5 years of experience in data analysis, business intelligence, or sales performance analysis, preferably within financial services, banking, or credit unions
Demonstrated success in analyzing sales data and translating insights into actionable recommendations
Hands-on experience working with sales teams-level or multi-location performance data
Expertise in Power BI or Tableau for building dashboards, visualizations, and interactive reporting
Proficiency in working with large datasets and connecting to multiple data sources (data warehouses, CRM, financial core systems)
Strong skills in Microsoft Office Suite
Familiarity with CRM systems and referral/sales tracking platforms, especially Salesforce
Strong understanding of sales processes, pipeline management, and member engagement strategies
Ability to identify performance drivers, trends, and root causes using both quantitative and qualitative data
Knowledge of financial products (e.g., loans, credit cards, deposits, investments) and their impact on member value
Exceptional written and verbal communication skills; ability to clearly present insights to executives, managers, and sales teams
Proven ability to partner with cross-functional teams to influence outcomes
Skilled at storytelling with data — turning complex analysis into clear, actionable insights
Highly detail-oriented, with strong organizational skills
Comfortable balancing independent analysis with collaborative problem-solving
Results-driven with a focus on improving both employee performance and member experience while driving growth for the organization
Preferred
Master's degree or professional certification (e.g., Certified Business Analysis Professional, Tableau/Power BI certification)
Company
Clearview Federal Credit Union
Clearview Federal Credit Union is a non-profit financial service company that offers loans, credit cards, mortgages and banking solutions.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Lisa Florian, MBA
Chief Executive Officer
Mark Brennan
Retired CEO/President
Recent News
2025-09-23
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