Job description
Value Proposition:
3 or more years CRM databases experience. (Preferred)
1 or more years SQL script development. (Preferred) : This role may perform other job duties as assigned by the manager. Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates. This includes but is not limited to, understanding and identifying compliance risks impacting their department(s), ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management. Sponsorship Statement : As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Bank currently or in the future. EEO Statement : Fulton Bank (“Fulton”) is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons. Fulton will recruit, hire, train and promote persons in all job titles, and ensure that all other personnel actions are administered, without regard to race, color, religion, creed, sexual orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, covered veteran status, or any other legally protected status.
Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and inclusion. We promote a digitally enabled work environment to continuously enhance the experience of our employees and customers.
Overview:
The Sales Reporting and Analytics Specialist is responsible for developing sales reporting strategies that align with the Company's over Sales Enablement efforts. This role must work with various business lines and stakeholders to identify data requirements and design reporting mechanisms that effectively and efficiently capture reports from a variety of sources. This position is also responsible for analyzing reports and data, identifying and projecting trends and making recommendations to business line and senior management.
Responsibilities:
- Develops and Executes the Sales Reporting Strategy. Partners with Consumer and Commercial Segment Leadership, IT, and Marketing to design reporting and provide real-time relevant information to our sales teams. Builds reporting mechanisms by identifying business needs, identifying and consolidating data and creating processes to deliver sales information efficiently and effectively while maintaining data integrity. Perform analysis and make recommendations to Senior Management and Sales Leadership on sales results, trends and projections. Creates, updates and maintains organizational hierarchy information allowing accurate sales information to be accessed at any level within the organization. Serves as a business owner for the Company's CRM database.
- Deliver framework and supporting data to inform and complete annual goal setting. In partnership with business lines, Marketing and segment leadership, the Sales Reporting and Analytics Specialist will work to create annual goal setting processes across the organization. Builds timelines and templates to drive and ensure goal setting processes are completed by required dates. Creates consistency within goal setting process across all lines of business (i.e. timelines, templates). Ensures goals will foot to established budgets. Partners with marketing to ensure market opportunity data is included in goal setting discussions.
- Validates Sales Reporting Information. Builds and maintains processes that audit/validate sales reports in order to accurately reflect closed business. Ensures accuracy of information across technology platforms. Connects and automates various systems and data points to streamline reporting needs .
Education
Bachelor Degree or the equivalent experience. Specialty: Business or Equivalent. (Required)
Experience
3 or more years Reporting and database administration using multiple databases and report engines. (Required)
3 or more years CRM databases experience. (Preferred)
1 or more years SQL script development. (Preferred)
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