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Sales Strategy Lead
| Company | Vestwell |
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| Location | New York, NY, USA |
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| Salary | $80000 – $90000 |
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| Type | Full-Time |
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| Degrees | |
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| Experience Level | Senior |
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Requirements
- Advanced Excel skills, with the ability to work with large datasets and build dynamic models.
- Experience building reporting within and extracting data from Salesforce.
- Proficiency in Tableau and/or Sigma (preferred).
- Background in consulting and/or financial services strategy (highly preferred).
Responsibilities
- Own and deliver ongoing regular reporting and analysis for executive leadership, focused on high-impact strategic initiatives.
- Perform ROI analysis across teams, platforms, tools, products, and features to guide organizational priorities and investments.
- Partner with FP&A to manage commission structures, quotas, and related financial workflows.
- Analyze the sales cycle using data-driven insights to recommend process improvements and efficiency gains.
- Develop visual analytics (e.g., heat maps) to evaluate the current book of business versus total addressable market and identify areas for growth.
- Create and maintain scalable dashboards and reporting tools in platforms like Salesforce, Tableau, and/or Sigma.
- Draft strategic planning documentation to highlight key analysis including strategic memos, presentation decks, etc.
Preferred Qualifications
- Proficiency in Tableau and/or Sigma (preferred).
- Background in consulting and/or financial services strategy (highly preferred).
