Sales Enablement Data Analyst - Vestavia Hills, United States - RFG Advisory

Description

Job Type

Full-time

Description

Are you a Data Ninja? Do you thrive in an environment where each day is different from the next? Are you energized enjoy meeting new people AND crunching data? Do you believe in open, flowing communication with a team? If so, you might be the right fit for our Sales Enablement Data Analyst role at RFG Advisory.

The Sales Enablement Data Analyst role will be responsible for providing analytical and operational support to the business development and marketing teams, bridging the gap between two business units to ensure the proper maintenance, monitoring and maximizing of all the achievement of the firm's growth goals.

Given that we are building the next generation of Marketing and Business Development at RFG Advisory, we have the opportunity to create something unique in the industry that is intentionally engineered to attract and retain our target Advisor, help our affiliated advisors grow, and deliver on our commitment to an exceptional client experience.

Reports to :
Director of Marketing


Location :
This position may be remote or located in Birmingham, AL office. If in Birmingham, we offer a hybrid schedule 3-days in-office, 2 days remote.


Key Responsibilities :
Establish a digital sales enablement tool and process that is data driven and measureable- alongside marketing and business development (ex: Seismic Digital Sales Library)
Establish and implement pipeline management systems and scoring for better "serving" of leads (advisor and retail)
Build automations into Hubspot for each stage of the sales pipeline.
Develop and manage dashboards to facilitate easy reporting on program campaign effectiveness
Maintain data quality and cleanliness
Identify and analyze trends, making recommendations to the business development, marketing and coaching teams to identify which programs are proving success and which need to be pivoted

Collaborate with the business development and coaching teams to identify and resolve issues and bottlenecks in the sales process and provide support to ensure sales opportunities are being maximized.

Work with cross-functional teams, including Marketing, Finance, Technology and Operations, to ensure alignment and support for growth initiatives.
Support ad hoc sales-related projects and initiatives as required.


Salary and Benefits :
Competitive Salary + Annual Bonus based on growth
Generous PTO, Company Holidays & Charitable Workday
Health, Dental and Vision Insurance with company stipend for you and your dependents
401(k) + Safe Harbor contribution
Company-sponsored Short-term and Long-term Disability + Life Insurance
Voluntary Life Insurance, Accident, Cancer and Critical Care coverage for you and your dependents
Dependent Care FSA, Medical FSA and HSA with qualifying medical plans
Parental Leave
Surface Pro + Home setup
Continuing education and professional development support
Loads of awesome RFG Swag


Company Overview :
RFG Advisory is an innovator in the wealth-management industry.

Recognized by Forbes/Shook Research as a Top 100 RIA in America, by Investment News as a 2021 and 2022 Best Places to Work for Financial Advisers, and by Wealth as Top Non-Custodial RIA Support Platform of the Year in 2022, our team of A-players have a servant heart and a warrior mindset.

Our success is driven by a team of professionals from a diverse spectrum of industries who work together to foster independence of Financial Advisors across the country.

Disclosure:
www.rfgadvisory/awards

This is a great opportunity to be a part of a growing team in a fast-paced and changing industry.

Our most recent Net Promoter Score among our corporate team is a 90 with 94% participation and with our Advisor NPS is a 82 versus industry average of a 44.

Our team members consistently comment about our culture, teamwork, support of leadership and executive team and the collaboration that happens amongst our functional teams.

So, if you are looking for a fun group of people to work with in an ever changing, never a dull moment organization, please apply

Requirements


Education :
Bachelor's degree

Experience :

3-5 years of experience working with data
Financial services experience is preferred.


Skills :
Experience working in Hubspot, Pardot and Salesforce
Excel and PowerPoint power user, must know Pivot Tables
Proven ability to build positive relationships with cross functional partners.
Strong organizational skills with ability to manage short and long-term results simultaneously.
Track record of using and/or building tools to drive simplicity- transparency that result in an increased team effectiveness.
Must be technologically proficient and have a willingness and desire to learn new technologies.


Additional Requirements :
Some travel may be required in this role.

Salary Description

$72,000 - $78,000 per year
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