Apply on Employer Site

Dynasty Financial Partners · 3 weeks ago

Sales Operations, Reporting Specialist

St. Petersburg, FL

Full-time

Onsite

Mid Level

3+ years exp

Dynasty Financial Partners is seeking a detail-oriented Reporting Specialist to join their Sales Operations team. The role involves collecting, organizing, and analyzing data to ensure reporting accuracy and strategic alignment, while collaborating with stakeholders to enhance processes and improve sales effectiveness.

AdviceConsultingFinanceFinancial ServicesWealth Management

Responsibilities

Executive Reporting: Create and deliver reporting packages for leadership, including Board of Directors, Executive Committee, and Management presentations

Data Maintenance, Analysis, & Insights: Maintain data integrity and conduct market and performance analysis to identify trends, develop segmentation strategies, and provide data-driven recommendations that accelerate growth

Market Segmentation: Develop segmentation strategies and targeting models to support sales initiatives and improve prospect prioritization

Sales Enablement: Collaborate with Sales and Marketing teams to align reporting and analytics with strategic objectives, ensuring clear prospecting lists and optimized targeting

Competitive Intelligence: Gather and maintain market and competitor insights to support Business Development initiatives

Process Optimization: Drive strategies to improve efficiency, focusing on high-probability targets and streamlined workflows

Technology & Automation: Support ideation and implementation of new tools and automation solutions that enhance operational performance