Deposit Operations Representative at Texas First Bank handling a range of deposit operations duties and customer service tasks. Independently performing functions such as wire transfers and fraud monitoring while ensuring excellent customer engagement.
About the role
- Revenue Operations Analyst in charge of forecasting and analytics for North America Commercial and SMB. Designing and deploying dashboards with Tableau and Salesforce to improve business processes.
Responsibilities
- Run and improve the forecasting cadence for the North America Commercial and SMB business
- Design, development, testing and deployment of Tableau Dashboards and Salesforce reports and dashboards
- Leverage existing datasets and dashboards to perform ad-hoc data analysis
- Recommend business process improvement through data analysis and testing
- Present findings and analysis to department leadership
- Support the annual planning process with input across territory, segmentation and coverage design
Requirements
- 5 years of related or equivalent experience; or 3+ years with an advanced degree
- Advanced Excel skills
- Strong Salesforce and Tableau skills
- Proficient using SQL to query large data sets
Benefits
- competitive compensation packages
- medical coverage
- unlimited PTO
- wellness reimbursements
- Pluralsight subscription
- professional development funds
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