SS&C Technologies · 1 month ago
Senior Analyst, Sales Intelligence
SS&C Technologies is a leading financial services and healthcare technology company headquartered in Windsor, Connecticut. They are seeking a Senior Analyst for Sales Intelligence to deliver high-quality Tableau dashboards and support Sales and Revenue Operations through scalable data solutions and insights.
Artificial Intelligence (AI)BankingLegalFinanceHealthcareProperty & Casualty InsuranceOutsourcingSoftwareComplianceFinancial ServicesHealth CareInsuranceWealth Management
Responsibilities
Leverage scalable data models within AWS data warehouse environments to support sales reporting and analytics
Develop and optimize Tableau dashboards (Tableau Cloud) and Salesforce reports to provide clear visibility into pipeline, bookings, and performance metrics
Responsible for the management of our reporting integrity, consistency, and alignment of data across AWS, Salesforce, and BI platforms
Write and optimize complex SQL queries to transform and analyze large, multi-source datasets
Partner with Sales and Revenue Operations to define, standardize, and track key performance indicators (KPIs)
Translate business questions into scalable data solutions and reporting frameworks
Identify trends, anomalies, and opportunities to improve sales performance and operational efficiency
Continuously enhance data models, dashboard performance, and reporting usability
Qualification
Required
4+ years of experience in Sales Intelligence, Sales Operations, or Data Analytics
Advanced proficiency in SQL and hands-on experience with AWS data warehouses (e.g., Redshift or similar)
Strong experience building dashboards in Tableau
Deep knowledge of Salesforce data models, reporting, and sales processes
Strong understanding of how AI/ML capabilities can be applied to large-scale datasets to enhance analysis, forecasting, and decision-making
Proven ability to connect data structures to business metrics and outcomes
Strong analytical thinking, problem-solving skills, and attention to detail
Ability to work cross-functionally and communicate effectively with both technical and business stakeholders
Preferred
Tableau Certification
Active Tableau Public profile or professional dashboard portfolio
Comfortable operating in a project‑based, fast‑changing environment with shifting priorities
Benefits
Medical, dental, and vision coverage
A 401(k) plan with company match
Paid time off, holidays, and parental leave
Professional development reimbursement opportunity
Employees in this role may be eligible for consideration on an annual basis for a discretionary bonus and/or equity awards, such as restricted stock units or stock options, based upon individual and business performance at the company’s discretion
Company
SS&C Technologies
SS&C is a leading global provider of mission-critical, cloud-based software and solutions for the financial and healthcare industries.
H1B Sponsorship
SS&C Technologies 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
74%
Represents job field similar to this job
Engineering and Development
Management and Executive
Accounting and Finance
Customer Service and Support
Product Management
Marketing
Sales
Creatives and Design
Human Resources
Trends of Total Sponsorships
*2026 (25)
2025 (105)
2024 (59)
2023 (74)
2022 (35)
2021 (30)
2020 (21)
Funding
Current Stage
Late StageRecent News
2026-06-05
2026-06-04
Private Equity Wire
2026-05-28
Company data provided by crunchbase