Jack Henry · 1 day ago
Sales Analytics & Insights Senior Advisor
United States
Full-time
Remote
Senior Level
6+ years expJack Henry & Associates is a technology company focused on transforming financial services for community banks and credit unions. The Sales Analytics and Insights Senior Advisor will analyze sales performance, develop statistical models, and communicate insights to senior leadership.
BankingEnterprise SoftwareFinancial Services
Responsibilities
Design and automate Power BI dashboards and executive scorecards, transforming complex data models into actionable KPIs and compelling visual stories for senior leadership
Orchestrate monthly sales forecasting, annual budgeting, and quota-setting processes, while developing statistical models to support C-Suite presentations and quarterly Board reporting
Extract and interpret Salesforce CRM data to assess pipeline health, account activity, and sales productivity, utilizing scenario modeling to inform strategic decision-making
Analyze internal and external datasets to identify whitespace and market opportunities, collaborating with Sales and Marketing directors to drive go-to-market insights
Manage and optimize data pipelines to ensure reliable, scalable data flow across systems, integrating additional datasets beyond standard CRM/ERP sources
Enforce data governance standards to guarantee the accuracy, consistency, and reliability of all sales reporting and analytical models
Collaborate with Finance, IT, and Product teams to align on operational data, standardize forecasting methodologies, and deliver timely business solutions
May perform other job duties as assigned
Qualification
Required
Bachelor's degree
Minimum of 6 years of experience in sales analytics, commercial analytics, business intelligence
Preferred
Strong operational knowledge of financial institutions and their processes, with specific experience in financial industry analysis
Experience supporting large sales organizations (100+ reps) with complex, multi-product portfolios
Proficiency with SQL or similar query languages for handling multi-source datasets, plus working knowledge of Tableau to support legacy dashboard transitions
Deep understanding of advanced sales operations functions, including quota setting, territory planning, and complex forecasting methodologies
A proven track record of translating complex data into clear, actionable insights and presentations specifically for C-Suite and Board-level audiences
Benefits
Comprehensive benefits designed to support your physical, mental, and financial health
Company
Jack Henry
Jack Henry (Nasdaq: JKHY) is a well-rounded financial technology company that strengthens the connections between people and their financial institutions through technology and services that reduce the barriers to financial health.
5001-10000 employees
H1B Sponsorship
Jack Henry 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 (7)
2024 (10)
2023 (14)
2022 (10)
2021 (9)
2020 (9)
Funding
Current Stage
Public CompanyTotal Funding
unknown1985-11-20IPO
Leadership Team
Kevin williams
CFO
Shanon Mclachlan
Chief Operating Officer
Recent News
2026-01-16
2026-01-13
Company data provided by crunchbase