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Summary
Head Of Distribution Intelligence
The Head of Distribution Intelligence will be responsible for designing and delivering high value, high impact analytics helping to shape strategy and drive sales and marketing activities with the objective of stimulating business growth and delivering high quality sales enablement capabilities to sales management.
Key Responsibilities
- Lead the end-to-end management of a sales enablement roadmap, aligning priorities, conveying vision and articulating an end-state experience to key partners
- Serve as a player-coach who will help to define, refine and communicate the vision of the team to stakeholders and team members
- Establish the analytics framework for Distribution Intelligence and have the ability to map key stakeholder imperatives to analytic and visualization techniques
- Collaborate with Sales and Marketing associates to generate high value visualizations (e.g., dashboards) that they find actionable
- Effective Storytelling capabilities; coach the team in their the ability to translate analytics to insights help them effectively "tell stories with the insights"
- Manage the design and implementation phases of our sales enablement platform followed by maintenance and growth of the platform over time
- Evolving and optimizing our client segmentation model and overseeing assimilation of various data sources
- Collaborate with technology teams to design an effective data architecture for the sales enablement platform and drive prioritization for the technology team
Minimum Qualifications
- Bachelor's degree in mathematics, statistics, computer science, economics or finance preferred
- Minimum of 5+ years in a sales technology leadership role
- Minimum 5+ years of meaningful experience in a sales business domain
- Master's degree a plus
Knowledge, Skills & Abilities Required
- Experience in the financial services industry, both asset management and wealth management are highly desired; a detailed understanding of the sales business process from lead generation, opportunity pipeline management, sales forecasting, territory loading and client servicing models
- A solid background in architecture design and technical integration of CRM platforms with marketing automation platforms – ideally salesforce.com
- A strong understanding of the sales CRM and technology landscape – ideally salesforce.com - best practices, data architecture design, implementation and integration; ability to leverage experience to deliver analytics and insights in support of growth
- Considerable experience working with large datasets from multiple sources, specifically with 3rd party data such as Brightscope, Client, Market Metrics, Discovery Database, RIA Database, and firm level reports
- Experience manipulating, exploring, analyzing, and visualizing data in Python, R, SAS, or a similar programming language
- Proficiency with
- data visualization tools such as Tableau, Power BI or similar
- SQL and/or Alteryx experience with data sourcing and prepping
- Excel, PowerPoint, and/or other common project and business communication software
- Experience managing a team and a proven ability to effectively allocate resources. Demonstrated experience building diverse teams and in providing coaching and development.
- Ability to translate business needs and use cases into technical specs and functional requirements and ability to explain complex technical issues to non-technical people. Excellent interpersonal and communication skills including the ability to articulate and thoughtfully present to senior leaders of the firm.
- Proven ability to collaborate with partner business and technology teams while influencing decision-making, prioritization and timelines
- Project/program management experience including change management, training, and pre- and post-improvement metrics a plus
- Detail oriented, resilient and ability to persevere to solve data and analytical obstacles
- Strong time management and organizational skills to manage multiple competing priorities
-
Job Description
Head Of Distribution Intelligence
The Head of Distribution Intelligence will be responsible for designing and delivering high value, high impact analytics helping to shape strategy and drive sales and marketing activities with the objective of stimulating business growth and delivering high quality sales enablement capabilities to sales management.
Key Responsibilities
- Lead the end-to-end management of a sales enablement roadmap, aligning priorities, conveying vision and articulating an end-state experience to key partners
- Serve as a player-coach who will help to define, refine and communicate the vision of the team to stakeholders and team members
- Establish the analytics framework for Distribution Intelligence and have the ability to map key stakeholder imperatives to analytic and visualization techniques
- Collaborate with Sales and Marketing associates to generate high value visualizations (e.g., dashboards) that they find actionable
- Effective Storytelling capabilities; coach the team in their the ability to translate analytics to insights help them effectively "tell stories with the insights"
- Manage the design and implementation phases of our sales enablement platform followed by maintenance and growth of the platform over time
- Evolving and optimizing our client segmentation model and overseeing assimilation of various data sources
- Collaborate with technology teams to design an effective data architecture for the sales enablement platform and drive prioritization for the technology team
Minimum Qualifications
- Bachelor's degree in mathematics, statistics, computer science, economics or finance preferred
- Minimum of 5+ years in a sales technology leadership role
- Minimum 5+ years of meaningful experience in a sales business domain
- Master's degree a plus
Knowledge, Skills & Abilities Required
- Experience in the financial services industry, both asset management and wealth management are highly desired; a detailed understanding of the sales business process from lead generation, opportunity pipeline management, sales forecasting, territory loading and client servicing models
- A solid background in architecture design and technical integration of CRM platforms with marketing automation platforms – ideally salesforce.com
- A strong understanding of the sales CRM and technology landscape – ideally salesforce.com - best practices, data architecture design, implementation and integration; ability to leverage experience to deliver analytics and insights in support of growth
- Considerable experience working with large datasets from multiple sources, specifically with 3rd party data such as Brightscope, Client, Market Metrics, Discovery Database, RIA Database, and firm level reports
- Experience manipulating, exploring, analyzing, and visualizing data in Python, R, SAS, or a similar programming language
- Proficiency with
- data visualization tools such as Tableau, Power BI or similar
- SQL and/or Alteryx experience with data sourcing and prepping
- Excel, PowerPoint, and/or other common project and business communication software
- Experience managing a team and a proven ability to effectively allocate resources. Demonstrated experience building diverse teams and in providing coaching and development.
- Ability to translate business needs and use cases into technical specs and functional requirements and ability to explain complex technical issues to non-technical people. Excellent interpersonal and communication skills including the ability to articulate and thoughtfully present to senior leaders of the firm.
- Proven ability to collaborate with partner business and technology teams while influencing decision-making, prioritization and timelines
- Project/program management experience including change management, training, and pre- and post-improvement metrics a plus
- Detail oriented, resilient and ability to persevere to solve data and analytical obstacles
- Strong time management and organizational skills to manage multiple competing priorities
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ABOUT THE COMPANY
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