Financial Sales Performance Analyst- Hybrid, Moon Township, PA 15108

Clearview Federal Credit Union•Moon Township, PA

61d•Hybrid

About The Position

The Financial Sales Performance Analyst will play a key role in uncovering the factors that drive sales performance across the credit union. Rather than simply producing reports, this position is about digging deeper to uncover patterns, barriers, and opportunities. This position will look closely at referral activity, product adoption, sales team performance, and employee effectiveness to figure out what drives success and where improvements are needed. This role will involve analyzing why certain referrals convert while others don’t, which products members connect with, and how employees and sales teams differ in their ability to move from referral to sale. In addition, exploring whether products are too complex, sales approaches miss the mark, or other factors are influencing results. By turning data into clear, actionable insights, you’ll help guide decisions that strengthen member engagement, improve sales strategies, and support overall credit union growth.

Requirements

Bachelor’s degree in Business, Finance, Economics, Data Analytics, Marketing, or a related field.
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.

Nice To Haves

Master’s degree or professional certification (e.g., Certified Business Analysis Professional, Tableau/Power BI certification) preferred.

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. Upon uncovering gaps or deficiencies, 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.
Highlight best practices from successful employees and teams that can be shared with management but especially the Sales Performance Coach.
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.
Develop presentations that provide clarity and direction, not just numbers.
Ensure accuracy, consistency, and completeness of data across core banking, CRM, and referral systems. Establish standardized metrics and definitions for consistent analysis.
Apply statistical methods, segmentation, and predictive modeling to forecast member behavior and referral outcomes. Identify leading indicators of sales success and develop early-warning metrics.
Partner with Sales Performance Coach to provide recommendations for data-driven coaching programs and with insights that can be directly translated into action plans. Act as an internal consultant to stakeholders.
Benchmark sales performance against peer credit unions and track market trends to inform strategies.
Identify inefficiencies in sales/referral processes and recommend streamlined workflows. Partner with IT and business teams to improve data collection.
Ensure analyses comply with regulatory standards and member privacy requirements.
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; Understand and believe a diverse workplace is essential to the company’s vision and success.