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Prosperity Life · 9 hours ago

Sales Development Analyst

Austin, TX

Full-time

Onsite

Mid Level

3+ years exp

Prosperity Life is focused on driving digital transformation and data-driven growth in their sales and marketing efforts. The Sales Development Analyst will leverage technology and analytics to enhance sales effectiveness and improve data integrity, acting as a key liaison between Sales/Marketing and IT/Operations.

Asset ManagementCommercial InsuranceHealth CareHealth InsuranceInsurance

Responsibilities

Partner with internal and external sales teams to create and execute a digital strategy that enhances sales productivity and marketing effectiveness

Identify opportunities to improve technology utilization and data-driven decision-making

Serve as a liaison between Sales/Marketing and IT/Operations to ensure technology solutions align with business needs

Support the use of Salesforce and Marketing Cloud for the Sales and Marketing department

Manage CRM configuration, data integrations, and system feeds

Develop and maintain CRM-based sales reporting and analytics

Facilitate lead generation processes and documentation

Conduct user acceptance testing (UAT), develop training materials, and deliver training sessions for end users

Create and maintain sales reports, dashboards, and forecast models

Perform trend and data integrity analyses to ensure accurate and actionable insights

Develop and manage Salesforce reports and visual analytics tools to support sales performance tracking

Support automated order entry and DTCC processes through data and workflow analysis

Conduct website and SharePoint analysis and support related development initiatives

Gather and analyze internal and external customer feedback to drive system and process improvements

Assist in prioritizing application enhancements, workflow improvements, and production support items

Participate in cross-functional projects as a subject matter expert (SME) and provide UAT and training support

Qualification

SalesforceData AnalyticsCRM AdministrationAdvanced ExcelData VisualizationSharePoint DevelopmentAnalytical SkillsCommunication SkillsProblem-Solving SkillsOrganizational Skills