Harbor Capital Advisors, Inc. · 1 day ago

Director of Sales Insights

Greater Boston

Full-time

Remote

Director/Executive

7+ years exp

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Responsibilities

Through use of various data sets, uncover tactical and strategic approaches to large opportunities based on Harbors product set, provide insight into activities that will deliver the most value to customers and potential customers over time

Utilize SQL, Tableau, and other analytical tools to maintain reporting structure monthly, continuously improve the reporting infrastructure with deepened insights from analysis

Own end-to-end project management of data and reporting requests

Drive insights for business development – be the domain expert into guiding the sales and marketing teams around the use of data insights, communicate interesting stories and provide value to strategic initiatives

Effectively communicate findings and results to various stakeholders including senior leadership across marketing and sales by explaining the story behind the data and make recommendations to the business

Design, develop, and implement intuitive dashboards designed for easy consumption by business stakeholders

Qualification

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SQLExcelData AnalyticsBusiness Intelligence ToolsData VisualizationPortfolio ManagementStatistical ModelingStrategic ThinkingProject Management

Required

7+ years’ prior work experience in data, analytics, business management

Expert at SQL and Excel for querying and manipulating data for analysis and visualization

Proven investment experience and a strong understanding of portfolio management and the investment landscape

Proven track record of turning data into actionable insights to support executive decision-making

Demonstrated success working with data discovery, analytics, visualization, and business intelligence tools

Excellent verbal and written communication skills; ability to present complex information in an easy-to-understand manner with clear recommendations based on data insight

Ability to quantify improvement in business areas resulting from optimization techniques through use of business analytics and/or statistical modeling

Proven track record of collaborating to build consensus across multiple levels of the organization, and influencing and driving delivery of senior leaders

Must have technical acumen to understand products, competitor products and strategies, customer requirements, objections, and articulate advantages

Ability to acquire, synthesize and interpret program and project data into executive themes and storylines for senior consumption