Sales Insights Analyst

U.S. Bank • Chicago, IL

1d • $86,530 - $101,800 • Hybrid

About The Position

This role will enable the creation and delivery of actionable data insights that support sales execution, leadership decision-making, and growth strategy across PMI Sales Distribution. The Sales Insights Analyst will develop analytics that help sellers identify opportunities, prioritize client engagement, and improve pipeline progression, while also producing executive-level reporting used to evaluate business performance and shape strategic priorities.
The analyst will support high-impact data initiatives spanning call reporting, talent analytics, deposit and credit pipeline, product volume and utilization, win/loss analysis, new logos, revenue attribution, implementation and go-live visibility, and other emerging business needs. The role will bring together information from Salesforce, Power BI, SQL databases, Microsoft Power Platform solutions, and other internal data sources to create accurate, scalable, and decision-ready reporting.
This Analyst will display exceptional inclusive partnership skills and clear-thinking abilities to coordinate efforts across sales, sales leadership, finance, technology, product management, operations, analytics, and other partners. The individual will help translate business questions into analytical requirements, reconcile data across multiple systems, establish consistent definitions, and communicate findings in a clear and compelling manner.
The need for timely, trusted sales intelligence continues to grow and requires an ambitious, forward-thinking resource who can move from raw data to actionable insight. The Analyst will contribute to dashboards, recurring reports, executive summaries, data models, and ad hoc analysis that give sellers and leaders greater visibility into opportunities, activity, performance, and outcomes.

Requirements

• Bachelor's degree, or equivalent work experience
• Typically five to eight years of related experience
• Strong analytical and problem-solving skills, with the ability to organize complex information and identify meaningful trends
• Excellent communication skills with all levels of internal stakeholders, including sellers, managers, and executive leaders
• Ability to translate business questions into clear data requirements, reporting logic, and actionable insights
• Strong attention to data quality, reconciliation, definitions, and reporting consistency
• Continuous improvement mindset to refine dashboards, automate manual processes, and scale repeatable reporting
• Ability to balance a bias for action with disciplined validation and practical application
• History of fostering partnerships with business and analytics teams to gather requirements, test outputs, and improve reporting
• Ability to manage multiple data projects and priorities while maintaining accuracy and meeting deadlines
• Working knowledge of SQL and experience querying, joining, validating, and analyzing data
• Experience with Microsoft Power BI, including dashboard development, data modeling, reporting, or data visualization
• Experience using Microsoft Excel for data analysis, including advanced formulas, pivot tables, and data validation
• Experience combining and reconciling data from CRM, financial, sales activity, product, and operational systems
• Experience defining business rules, KPI definitions, reporting taxonomies, and data-quality controls
• Strong presentation, verbal, and written communication skills, including the ability to explain analytical findings to nontechnical audiences

Nice To Haves

• Master's degree in data analytics, business analytics, data science, information systems, finance, economics, statistics, or a related field; or two or more years of relevant work experience
• Background in data analytics, business intelligence, reporting, or a related discipline
• Experience with Microsoft Power Apps, Power Automate, or related Microsoft Power Platform tools
• Experience working with Salesforce data, reports, dashboards, opportunity records, pipeline data, or coverage structures
• Familiarity with Power Query, dataflows, APIs, automated refresh processes, or enterprise data gateways
• Experience with call reporting, seller activity metrics, talent analytics, pipeline analytics, deposit reporting, product volume and utilization, win/loss analysis, new-logo reporting, or revenue attribution

Responsibilities

• Develop analytics that help sellers identify opportunities, prioritize client engagement, and improve pipeline progression.
• Produce executive-level reporting used to evaluate business performance and shape strategic priorities.
• Support high-impact data initiatives spanning call reporting, talent analytics, deposit and credit pipeline, product volume and utilization, win/loss analysis, new logos, revenue attribution, implementation and go-live visibility, and other emerging business needs.
• Bring together information from Salesforce, Power BI, SQL databases, Microsoft Power Platform solutions, and other internal data sources to create accurate, scalable, and decision-ready reporting.
• Translate business questions into analytical requirements, reconcile data across multiple systems, establish consistent definitions, and communicate findings in a clear and compelling manner.
• Contribute to dashboards, recurring reports, executive summaries, data models, and ad hoc analysis that give sellers and leaders greater visibility into opportunities, activity, performance, and outcomes.
• Refine dashboards, automate manual processes, and scale repeatable reporting.
• Manage multiple data projects and priorities while maintaining accuracy and meeting deadlines.
• Develop seller-facing insights that identify opportunities, improve prioritization, and support client engagement.
• Create executive-level dashboards, summaries, and analyses that support business strategy and leadership decisions.
• Analyze pipeline progression, stage aging, conversion, closed revenue, sales activity, and performance trends.
• Partner with varied stakeholders to develop scalable reporting solutions and deliver actionable business insights.

Benefits

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level