careertakescareertakes

Analyst, Business Data

Confidential ClientFinancial Services
Entry LevelFull-timeHybrid$61,194
Charlotte, North Carolina
16 Hours Ago

The Analyst, Business Data supports critical sales data processes by maintaining accurate client and asset data across internal systems, collaborating with sales and technology teams to ensure data integrity and governance. This role involves data analysis, process improvement, and stakeholder communication within the Global Client Group Sales Operations division to enable data-driven sales decisions and efficient reporting.

Boost your chances. Upload your resume to see your match score.

Unlock Match Rate
Description

About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, IT.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.


What You’ll Do

This role supports sales data processes that enable strategic sales efforts. You will work with Global Client Group (GCG) sales operations, sales teams, and technology partners to maintain accurate client and asset records, process vendor data feeds, and support data governance and reporting.

  • Collaborate with sales teams to maintain client, asset, and cash flow data across CRM and internal reporting systems
  • Process incoming vendor data and reconcile discrepancies
  • Proactively identify and close data gaps across systems
  • Communicate analysis and updates clearly for technical and non-technical stakeholders
  • Help define requirements for business processes and projects involving customer data (e.g., Dynamics CRM and the client’s asset reporting system)
  • Maintain process documentation and support data governance activities
  • Meet regularly with stakeholders to understand needs and build professional relationships across GCG and other global teams

Qualifications

  • Bachelor’s degree required; coursework in mathematics, statistics, information systems, computer science, finance, or accounting preferred
  • 1–2 years’ experience in consulting, data analytics, business analysis, or a similar role (internships count)
  • Proficiency in Excel, SQL, and Python
  • Experience with Snowflake or similar data platforms
  • Experience with CRM systems (especially Microsoft Dynamics) and data visualization tools (Power BI, Tableau) is a strong plus
  • Demonstrated ability to work with large datasets and perform analytical, quantitative analysis
  • Strong written and verbal communication; able to explain technical topics to non-technical stakeholders
  • Proactive, detail-oriented, and able to manage multiple projects to meet deadlines
  • Comfortable gathering requirements amid ambiguity and driving process change independently
  • Work well both independently and in team settings
  • This role is not eligible for immigration sponsorship

Compensation & Benefits

  • Estimated pay: $61,195 per year (estimated)
  • Benefits: comprehensive benefits, educational initiatives, and programs to support your family and career (details provided by the confidential client)

Workplace & Location

  • Location: Charlotte, NC — Hybrid (#LI-Hybrid)
  • Employment type: Full-time
  • Candidates must be authorized to work in the U.S.; this role is not eligible for immigration sponsorship

Keywords & Skills (for applicants)

  • Analyst, Business Data — Charlotte, NC
  • SQL, Python, Excel
  • Snowflake, Microsoft Dynamics CRM
  • Power BI, Tableau
  • Sales Operations, Data Governance

Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.

Negotiate a higher salary! Check the salary ranges for this job type in your area.

View My Salary Range