Operations Reporting & Insights Manager for Equitable analyzing sales activity and developing reporting solutions. Collaborates with leadership to enhance financial well-being metrics and operational efficiency.
Responsibilities
Defines success metrics and performs analysis on initiatives that drive Remote Advice sales
Tracks, reports, and analyzes operational metrics to assess sales efficiency
Monitors progress against goals and documents key performance indicators (KPIs)
Builds and supports reporting across platforms including Salesforce and Power BI
Requirements
Bachelor’s degree
2-4 years of experience in data analytics, reporting, or business insights
Intermediate proficiency in Excel and PowerPoint
Proficiency building dashboards and reports in Salesforce and Power BI
Benefits
Health insurance
Dental
Vision
401(k) plan
Paid time off
Job title
Operations Reporting & Insights Manager – Remote Advice Team
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