Data Analyst providing business analysis and insights for marketing initiatives at Zurich. Collaborating with teams to develop reports and enhance performance tracking.
About the role
- Sales Data Analyst responsible for analyzing sales performance across the credit union. Uncovering insights to enhance member engagement and improve sales strategies through data analysis.
Responsibilities
- Analyze sales referral pipelines to understand why referrals are or are not converting into closed products
- Identify which products resonate with members and which may be underperforming
- Evaluate product complexity and member comprehension to determine if sales challenges stem from product design or delivery
- Assess why some employees are successful in moving from referral to sale while others struggle
- Partner with the Sales Performance Coach to identify sales coaching opportunities to bolster success
- Provide sales teams analysis to identify high-performing locations versus those performing below expectations and uncover the reasons why
- Deliver actionable insights to leadership and sales teams management that directly influence training, product design, sales strategies, and member engagement approaches
- Partner with cross-functional teams (Sales, Marketing, Product Development, Member Services) to recommend changes based on findings
- Build interactive dashboards and visualizations in Power BI or Tableau that translate data into meaningful narratives
- Ensure accuracy, consistency, and completeness of data across core banking, CRM, and referral systems
- Support Clearview’s Commitment to Diversity, Equity & Inclusion by welcoming and embracing the unique differences of others, treating others fairly and equitably, and creating an inclusive experience where others feel respected and valued
Requirements
- Bachelor’s degree in Business, Finance, Economics, Data Analytics, Marketing, or a related field
- Master’s degree or professional certification (e.g., Certified Business Analysis Professional, Tableau/Power BI certification) preferred
- 3–5 years of experience in data analysis, business intelligence, or sales performance analysis, preferably within financial services, banking, or credit unions
- Demonstrated success in analyzing sales data and translating insights into actionable recommendations
- Hands-on experience working with sales teams-level or multi-location performance data
- Expertise in Power BI or Tableau for building dashboards, visualizations, and interactive reporting
- Proficiency in working with large datasets and connecting to multiple data sources (data warehouses, CRM, financial core systems)
- Strong skills in Microsoft Office Suite
- Familiarity with CRM systems and referral/sales tracking platforms, especially Salesforce
- Strong understanding of sales processes, pipeline management, and member engagement strategies
- Ability to identify performance drivers, trends, and root causes using both quantitative and qualitative data
- Knowledge of financial products (e.g., loans, credit cards, deposits, investments) and their impact on member value
- Exceptional written and verbal communication skills; ability to clearly present insights to executives, managers, and sales teams
- Proven ability to partner with cross-functional teams to influence outcomes
- Skilled at storytelling with data — turning complex analysis into clear, actionable insights
- Highly detail-oriented, with strong organizational skills
- Comfortable balancing independent analysis with collaborative problem-solving
- Results-driven with a focus on improving both employee performance and member experience while driving growth for the organization.
Benefits
- Regular travel to Moon headquarters on a monthly or quarterly basis
- Clearview’s Commitment to Diversity, Equity & Inclusion by welcoming and embracing unique differences
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