Business Insights Sr Analyst (Salesforce)

Business Insights Sr. Analyst The Business Insights Sr. Analyst will be part of the Treasury Solutions Revenue Management team. By providing data-driven reporting and analytics, your efforts will deliver ongoing insights into Product and Relationship Manager performance, and will inform tactical pricing strategies. You will use best practices and knowledge of internal or external business issues to improve products or services by developing and articulating strategic recommendations based on rigorous data analysis. Primarily work independently with collaboration across other functional teams to access data elements, understand the data being analyzed, and identify process improvement opportunities. You will be a key player in providing insights that directly impact our business strategies through complex analysis and 'big picture' thinking. Develop full understanding of Commercial TS Analytics application (I.e. Tableau-based dashboards) in order to maintain existing and design new self-service analytical dashboards for each user's key performance indicators. Lead end-to-end Salesforce and Tableau UI/UX for ~150 users in Treasury Solutions business line. Use Excel and Tableau Dashboards for data analysis, forecasting, and reporting. Create visualizations and dashboards in MSOffice and Tableau to present to stakeholders. Be the TS Experience Owner by collaborating with pods of developers to prioritize, test, and implement upgrades (by creating tickets for developers using Jira). Work with data scientists to develop data models that deliver next best product insights via Salesforce. Work with business leaders to identify and understand business needs. Translate needs into requirements and deliverables. Work with technical and development partners to deliver solutions based on requirements. Model annual sales goals per the budget (shared via Finance & Corporate Banking National Sales Partners) for specialists across 5 product suites. Build ad-hoc reports and analyses for Sales, Product, Finance, and Marketing teams Create training videos for new users, features, and analytics on the platform Outline and track requirements for improvements to various user interfaces (Salesforce, Precision Lender, Commercial TS Analytics App [I.e. Alteryx/Tableau]) Provide analyses and reports to identify trends/insights and formulate recommendations that will influence business decisions. Create, synthesize and present customized data requests, transforming data into a story that informs both high-level strategy and tactical decision-making. Ensure accuracy of results and analytic methods through testing and validation of underlying report data. Ensure bias and data quality issues are resolved or explained when communication occurs. Identify business opportunities and opportunities for optimization through analysis of large, complex data sets. Manage many priorities with minimal oversight. Plan and prioritize to hit deadlines in conditions that may change rapidly or involve ambiguity. Required Skills Analytical Reasoning Business Data Analysis Business Savvy Critical Thinking Curiosity Customer-Centricity Data Analysis Data-Driven Decision-Making Industry Insight Insight Analytics Market Savvy Motivating Others Persistence and Tenacity Storytelling Valuing Diversity and Inclusion About Us Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Equal Employment and Opportunity Employer Job Applicant Data Privacy Policy Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information. Job Info Job Identification 49455 Job Category Data & Analytics Degree Level Bachelor's Degree Job Schedule Full time Job Shift 1st Locations One Citizens Bank Way, Johnston, RI, 02919, US 28 State Street, Boston, MA, 02109, US 200 Station Drive, Westwood, MA, 02090, US Working Hours 40 Career Site Category Commercial Banking Citizens Financial Group, Inc.