Come build the next-gen fintech at Zelle®, where we’re relentlessly focused on empowering prosperity in all its forms.

From fast money movement for over 100 million people who can access Zelle® directly through their banking app to new account opening and beyond – we make a difference in the lives of consumers and businesses every day and enable them to live their best financial lives. And we’re only getting started.

With a new, state-of-the-art HQ opening next year in Scottsdale, AZ – plus growing presences in San Francisco and Chicago – we’re entering our next big chapter.

Make your mark on what’s next in fintech with Zelle®.

Overall Purpose

The Sr. Sales Reporting Analyst will lead all sales reporting and analysis activities across FP&A and Sales Operations processes at Early Warning. This position will illuminate salesforce performance to plan and related productivity metrics, while driving sales forecasts for new business expectations as part of the Sales team. The Analyst will be an effective team player and a natural data analyst who will possess strong familiarity with sales processes/KPIs and deep competency in building actionable reports on progressive technologies.

Essential Functions/Requirements

Lead the development of comprehensive sales-through-implementation reporting tools relative to forecasting and actual results of opportunity pipeline, lead generation/Marketing ROI, implementation-backlog, revenue, account development, and client growth/retention.
Report on sales performance, forecast-to-actual reconciliation, sales cycle and implementation backlog metrics to Sales Operations, Product and Finance organizations on a recurring basis to drive actionable insight.
Forecast New Business Sales expectations, Sales Commissions and customer backlog activity.
Oversee Salesforce.com data hygiene/fidelity and implement data hygiene controls in collaboration with the Salesforce.com Systems Administrator and Sales Enablement team.
Lead systems design changes, as necessary, to support analytical requirements in collaboration with the Salesforce.com Systems Administrator and Sales Enablement team.
Lead sales reporting/dashboard and sales performance management dashboard creation and maintenance in collaboration with Business Intelligence and Sales Enablement team.
Support Sales Enablement performance management and staff sales assessment process.
Manage, categorize the volume of product, marketing, sales, finance data to support the team with organization and ease of use.
Support the company’s commitment to protect the integrity and confidentiality of systems and data.

Minimum Qualifications

Minimum 5 years’ experience in a quantitative/reporting Sales Operations and/or Financial Planning and Analysis function.
Education and experience typically obtained through completion of an Undergraduate Degree in Finance, Accounting or Statistics.
Proficiency with sales processes and related development of sales force performance.
Strong leadership capabilities with track record of leveraging progressive technologies to drive Sales reporting/KPIs.
Demonstrated success in maintaining data hygiene in Salesforce automation system.
Effective written, verbal and interpersonal communication skills. Strong presentation skills.
Exceptional analytical, forecasting and economic modeling skills.
Proficiency with Salesforce.com and MS Excel for data analysis, forecasting/modeling and reporting.

Preferred Qualifications

MBA, CPA and/or CFA.
Saleforce.com administration experience.
Experience in Software and/or Tech-enabled Information Services sector.
Experience in Payments, Financial Risk Management industry a plus.
Experience with Tableau (data visualization/reporting), Adaptive Insights (financial planning), Business Objects (reporting) and MS Dynamics/GP (GL).

The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow instructions and perform other related duties as assigned by their supervisor.

Physical Requirements

Working conditions consist of a normal office environment. Work is primarily sedentary and requires extensive use of a computer and involves sitting for periods of approximately four hours. Work may require occasional standing, walking, kneeling, and reaching. Must be able to lift 10 pounds occasionally and/or negligible amount of force frequently. Requires visual acuity and dexterity to view, prepare, and manipulate documents and office equipment including personal computers. Requires the ability to communicate with internal and/or external customers.

Employee must be able to perform essential functions and physical requirements of position with or without reasonable accommodation.

Some of the Ways We Prioritize Your Health and Happiness

Healthcare Coverage – Competitive medical, dental, and vision plans as well as pre-tax savings through flexible spending accounts (FSA) for commuting, health & dependent care expenses.
401(k) Retirement Plan – Featuring a 100% Company Safe Harbor Match on your first 5% deferral immediately upon eligibility.
Parental Leave – 12 weeks paid leave plus access to Maven Maternity
Paid Time Off – Unlimited Time Off starting on Day 1, plus 11 paid company holidays
Employee Assistance Program – Resources and tools to help you and your family find a solution to whatever life throws at you.

And SO much more! We continue to enhance our program, so be sure to check our Benefits page here for the latest.

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Early Warning Services is an Equal Opportunity employer. All qualified applicants and employees will receive consideration for employment without regard to race, color, religion, religious creed, ethnicity, ancestry, national origin, sex, pregnancy, age, marital status, sexual orientation, gender identity or expression, citizenship, ancestry, disability, veteran status, genetic information or any other characteristic protected by law.

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Sr. Sales Reporting Analyst