About The Role

Join our team as a Sales Strategy Associate, where you will play a crucial role in enhancing our go-to-market strategy and driving revenue growth. You will work closely with the VP of National Sales and collaborate across teams to deliver measurable outcomes aligned with our 2026 goals. Your responsibilities will include building and enhancing reporting tools, conducting financial and operational analyses, and identifying opportunities to scale our distribution model effectively. You will also manage critical aspects of financial planning and contribute to commission and quota-related initiatives.

Collaborate with cross-functional teams to enhance reporting tools and conduct in-depth financial analyses.
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.
Advanced Excel skills, with the ability to work with large datasets and build dynamic models
Proficiency in Tableau and/or Sigma (preferred)
Experience building reporting within and extracting data from Salesforce
Background in consulting and/or financial services strategy (highly preferred)

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