Associate Director, Data Analysis & Support
About The Position
As the Associate Director, Data Analysis & Support for Recruitment and Enrollment Solutions (RES), you are a member of a team that seeks to expand educational opportunities for students considering post-secondary education. Working with the Director of Sales Analysis & Support, you will perform data entry and analysis, troubleshoot and resolve sales-related issues, track sales and customer activity, and create reports and dashboards to ensure the RES team meets its strategic goals. This role is pivotal to the success of our campus-facing Search and Connections consultants, providing them with timely and accurate data assets and operational support. Your excellent organizational skills will enable you to manage multiple projects at once and collaborate effectively with cross-functional teams. You are independent and proactive with exceptional problem-solving skills, a keen eye for detail, and a desire to make things more efficient.
Requirements
- Bachelor’s Degree or equivalent experience
- Minimum of 3 years of related experience with business and data analysis, CRM management, and/or sales support and enablement
- Experience in working with large, complex datasets to identify patterns, detect inconsistencies, and recommend optimizations
- Strong analytical and problem-solving skills with a keen eye for detail
- Strong organization and prioritization skills and the proven ability to move forward multiple projects in concert, both independently and as a member of the team
- Advanced Excel skills required (e.g., pivot tables, vlookups, formulas)
- Salesforce experience including building reports and dashboards
- Ability to travel 3-5 times per year
Nice To Haves
- Experience in the higher education arena
- Experience in a sales and customer success division
- Basic SQL knowledge
- Utilization of data visualization tools focused on business intelligence; experience with Tableau
Responsibilities
- Maintain and analyze sales and customer data (65%)
- Capture and track sales and customer data in regular intervals (daily, weekly, monthly, quarterly, annually) to help report on progress to goals
- Ensure data integrity and file optimization of frequently used data assets
- Prepare accurate files for bulk-uploading records into our CRM
- Manage project work with cross-functional teams using Jira
- Maintain documentation of data discrepancies and special initiatives
- Assist in preparing internal and external reports using tools such as Canva, Excel, PowerPoint, and Tableau
- Be a ‘superuser’ of Salesforce for the RES team by creating reports and dashboards, assisting users, and finding ways to continuously improve our instance
- Help build and improve Tableau dashboards to visualize customer behavior and progress to goals
- Complete frequent ad-hoc data requests and collaborate on larger data projects for internal and external stakeholders
- Identify opportunities for process, automation, technology, and system improvements in our data work
- Support and enable Sales and Customer Success work (35%)
- Prepare accurate email distribution lists with dynamic data fields to protect customer PII
- Clean and analyze contact and account reports to help identify new business opportunities
- Manage CRM lead queues by qualifying RFI submissions and assigning to Sales team
- Generate data-heavy documents for clients as needed and help improve upon existing templates and materials
- Track outreach campaigns to help connect leads and clients with sales and customer success consultants as appropriate
Benefits
- Annual bonuses and opportunities for merit-based raises and promotions
- A mission-driven workplace where your impact matters
- A team that invests in your development and success
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
