Enterprise Bank & Trust is seeking a Sales Reporting Analyst to deliver accurate, actionable sales and revenue reporting across commercial and retail lines. In this role, you'll consolidate data from CRM and core banking systems, build dashboards, and analyze trends to support relationship managers, leadership, and product teams. You'll track KPIs, pipeline performance, and incentive metrics, providing insights that guide strategic decisions. Collaborating closely with sales, finance, and operations, you'll help optimize growth, support community-focused initiatives, and enhance relationship-driven banking through clear, meaningful analytics.
Responsibilities
- Develop, maintain, and distribute recurring sales and revenue reports for commercial and retail banking channels.
- Aggregate and validate data from CRM, core banking, and other systems to ensure accuracy and consistency of sales metrics.
- Design and update dashboards to track KPIs, pipeline health, and incentive performance for relationship managers and leaders.
- Analyze trends in sales activity, product performance, and customer segments to identify growth opportunities and risks.
- Partner with sales, finance, and operations to define reporting requirements and improve measurement of strategic initiatives.
- Support incentive plan tracking and modeling by providing detailed performance data and scenario analysis.
- Prepare clear visualizations and presentations that translate complex data into actionable insights for non-technical stakeholders.
- Contribute to process improvements and automation of reporting workflows to increase efficiency and data reliability.
Required Skills
- Sales performance analysis
- Financial and revenue reporting
- CRM and core banking data extraction
- Advanced Excel and data modeling
- Business intelligence tools (Tableau/Power BI)
- SQL for reporting and analysis
- Forecasting and pipeline analytics
- KPI and dashboard development
- Data visualization and storytelling
- Stakeholder communication and presentation
