Carson Group · 22 hours ago
Strategist, Sales Insights
Omaha, NE
Full-time
Onsite
Mid Level
$85K/yr - $105K/yr
3+ years expCarson Group is a company focused on providing trusted financial advice and services to financial advisors and investors. The Strategist, Sales Insights role is responsible for driving data-informed decision-making across the sales organization by delivering actionable insights and overseeing the sales reporting and analytics infrastructure.
AdviceEducationFinancial ServicesMarketing
Responsibilities
Lead the design and delivery of comprehensive pipeline and forecasting dashboards segmented by product, territory, and stage
Analyze pipeline health and velocity, provide early-warning indicators, and highlight sales drivers to inform sales leadership actions
Provide high-level visibility into team performance through advanced analytics and scenario modeling
Oversee the development and governance of high-quality prospect databases leveraging CRM and third-party data sources
Align prospecting strategies with territory plans and sales priorities to optimize resource allocation and market coverage
Build and maintain centralized repositories for RFP responses, win/loss analysis, and competitive intelligence to inform positioning and sales strategy
Maintain current territory maps and segmentation logic based on revenue potential, market opportunity, and capacity planning
Recommend data-driven adjustments to optimize coverage, reduce overlap, and ensure equitable prospect distribution
Partner with Sales Operations and Finance to align territory strategy with organizational growth goals
Champion data integrity across Salesforce/DealRoom and other reporting systems
Ensure consistent, accurate, and timely representation of accounts, contacts and opportunities across all platforms
Partner with Sales Operations and Data teams to resolve integrity issues and optimize reporting architecture
Synthesize complex data into clear, actionable insights and strategic recommendations
Develop narratives that articulate performance trends, market dynamics, and strategic implications—enabling confident decision-making across departments
Produce and present monthly and quarterly performance reports with aligned KPIs, visual storytelling, and strategic commentary
Collaborate with Sales, Data, and Finance leadership to ensure metric consistency, transparency, and relevance for executive and board audiences
Lead or contribute to special projects and strategic initiatives as assigned
Continuously evaluate and enhance analytics tools, methodologies and data to improve efficiency and insight quality
Perform additional tasks, duties, and responsibilities as needed or assigned by leadership to support departmental and organizational objectives
Qualification
Required
Proficiency in Salesforce
Advanced Excel and strong PowerPoint skills
Demonstrated knowledge of core sales KPIs including pipeline coverage, win rates, cycle times, and forecast accuracy
Strong written and verbal communication skills with the ability to present complex analyses simply and persuasively
Meticulous attention to data accuracy and integrity with a track record of delivering timely, error-free insights
Ability to thrive in a fast-paced, dynamic environment and balance multiple priorities with precision
High school diploma or equivalent
Minimum of three years of experience in sales analytics, business intelligence, or closely related reporting roles
Preferred
Proficiency in Discovery Data, DealRoom, and Power BI
Bachelor's degree in Business, Analytics, Finance, Economics, Information Systems, or related field
Benefits
401(k) plus matching
Health benefits
PTO
Parental Leave
Sabbatical Leave
Medical
Dental
Vision
Health Savings Accounts
Flexible Spending Accounts
Life and AD&D Insurance
Short and Long-Term Disability
Work/Life Benefits
Holistic Wellbeing Programs
Company
Carson Group
Carson Group serves financial advisors and investors through its businesses.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Bain Capital
2021-07-14Private Equity
Leadership Team
L
Liz Fishbaugh
Vice President, Business Development
Danielle Fava
Chief Strategy Officer (CSO)
Recent News
GlobeNewswire
2026-01-06
Investment News
2026-01-06
2026-01-05
Company data provided by crunchbase