The role ensures accurate CRM data management, delivers automated dashboards, and generates actionable insights to support strategic decision-making
Job Summary
The role ensures accurate CRM data management, delivers automated dashboards, and generates actionable insights to support strategic decision-making.
Candidates will act as the central data authority for Sales and Commercial reporting, partnering closely with Sales Leadership and Finance.
FNZ provides a global, end-to-end wealth management platform integrating modern technology with business operations for over US$2.4 trillion in assets.
Matching Summary
The role ensures accurate CRM data management, delivers automated dashboards, and generates actionable insights to support strategic decision-making.
Skills & Requirements
Must-have
Sales and CRM data management
Automated dashboard development
Sales forecasting models
Power BI or Tableau proficiency
CRM system experience
Nice-to-have
Strong stakeholder management skills
Data-driven decision making
Continuous improvement initiatives
Commercial acumen
Change management expertise
Key Requirements
6-10+ years of experience in Sales Analytics or Business Intelligence
Advanced proficiency in Excel and BI tools
Experience building automated reporting frameworks