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Sales Analyst
First American
Phoenix, AZ, United States
Job Details - this job has expired, please see similar jobs below
Essential Functions
•In conjunction with the Program Manager, gather client and revenue information.
•Ensure proper mapping of accounts within the system and review revenue output files with product companies to ensure accuracy.
•Gather and maintain contract information with accounts
•Develop and implement a periodic process to review pipeline and forecast information with product companies and Client Relations account directions and Business Line Directors to ensure accuracy
•Gather account profile and marketplace information to formulate account specific management strategy plans
•Establish reporting with each product company for new sales generated internally or by other sales groups to ensure we have a complete understanding of new revenue generated by product and product line
•Work with Client Relations Account Directors and Business Line Directors to compare sales forecasts and business plans with product company goals and strategies to ensure they are in sync
•Define, develop, interpret and recommend process and data improvements for revenue, account and pipeline information.
•Work with Program Manager and developers to design new executive account views and reports
•Analyze user processes and recommend process improvements and enhancements to meet user requirements. Serve as power user for system, providing training and guidance for users throughout First American.
Job Complexities
•Individual is responsible for adhering to First American Corporation’s and department’s compliance and information security policies, practices, and procedures in the performance of the role.
•Occasional travel may be required.
Supervision Received or Extended
•Minimal supervision in provided. Manager will set overall objectives.
•Employee is expected to work with salespeople, identify tasks that need to be completed and develop and implement processes to complete tasks without manager’s involvement or oversight.
•Employee is expected to make decisions independent of supervisory direction within the scope of their job.
•Typical decisions might include how to enter information into the system, how to present information within reports, editing information prep
Knowledge and Skills/Technology Used
• Knowledge of MS Office applications
• Excellent organizational and communication skills, both written and verbal
• Sound decision making and problem solving skills
• Ability to build relationships and ensure cooperation across First American product companies
• Ability to work independent of direction instruction or supervision to achieve goals and objectives
• Must be comfortable working with all levels of employees and management throughout First American enterprise
• SQL knowledge preferred
• Tableau knowledge preferred
Typical Education
•Bachelor’s degree in accounting, business administration, or finance or equivalent combination of education and experience required.
Typical Range of Experience
•3-5 years account management experience
•Understanding of CRM software applications and knowledge of the mortgage lending/servicing industry
Disclaimer
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.
First American invests in its employee’s development and well-being, empowers them to provide superior customer service and encourages them to serve the communities where they live and work. First American is committed to diversity and inclusion. We are an equal opportunity employer.