Business Intelligence Analyst
About The Position
SRS Acquiom has built its reputation on shaking up the financial services technology world by redefining how complex M&A and loan agency transactions get done. Since 2007, we’ve been the partner dealmakers rely on for speed, precision, and less friction -supporting over 10,000 deals worth more than $1.7 trillion along the way. Our solutions start with human expertise and are powered by technology: virtual data rooms, document solicitation, escrow and payment administration, shareholder representation, and independent loan‑agency services like administrative and collateral agent support. Each service works seamlessly on its own, but when brought together by our expert team, they form an end‑to‑end system that helps even the most complex deals cross the finish line. We’re equally committed to building careers as we are to building solutions. At SRS Acquiom, internal mobility isn’t just a buzzword, it’s part of how we grow. We invest in our people, creating opportunities to learn, stretch, and step into new roles as the business evolves. If you’re looking for a company with entrepreneurial energy, a proven record of growth and innovation, and a culture that supports your next career move, we’d love to talk. This Business Intelligence Analyst role will support the execution and continuous improvement of sales reporting and business intelligence, leveraging our CRM, ERP, and other technological platforms to turn raw data into actionable insights. The company currently utilizes Salesforce for its CRM platform and NetSuite for its ERP platform. The Business Intelligence Analyst will be highly detail-oriented, possess excellent communication skills, be able to assemble and present findings, thrive when working with data, analyze results, and understand key drivers of our business.
Requirements
- Bachelor’s degree or equivalent experience
- 3+ years of experience in an analytical capacity
- 2+ years of Salesforce experience
- Intermediate to advanced Excel skills
- Strong analytical, critical thinking, and presentation skills
Nice To Haves
- Experience in financial services or B2B
- Salesforce Administrator or other certifications
- Experience with CPQ, Revenue Cloud, or other pricing software
- Some experience with market research - Pitchbook or other financial databases, research from published data sources
- Experience with ERP system
- Tableau or Power BI experience
Responsibilities
- Sales forecasting, pipeline management, tracking metrics against production goals, building out new CRM capabilities, and executive reporting.
- Support and maintain data quality in Salesforce
- Analysis of sales and marketing activity through researching deal documentation to identify trends and confirm results
- Create data visualizations and dashboards to track KPIs
- Help with special data and business intelligence projects
- Coordinate, analyze, and meet data needs among various stakeholder groups
- Project Management of new CRM initiatives, including API integrations
Benefits
- Day‑one coverage: medical, dental, and vision plans so you’re protected from the start
- A 401(k) with a 4% company match to keep your future on track
- Discretionary time off - take the time you need, when you need it
- Employer‑paid life insurance, with the option to add extra coverage for peace of mind
- Employee Assistance Programs for confidential support when life gets complicated
- Discounted pet insurance (because furry family members count, too)
- A fitness credit to back your health and wellness goals
- Pre‑tax plans for dependent care, transportation, and flexible spending
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
101-250 employees
