Hybrid Sales Data Analyst

at Clearview Federal Credit Union

• Job title: Sales Data Analyst
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: Not specified
• Degree requirement: Bachelor's Degree
• Tech skills: Tableau
• Location requirements: Hybrid, Moon Township, United States

About the role

• Sales Data Analyst responsible for analyzing sales performance across the credit union. Uncovering insights to enhance member engagement and improve sales strategies through data analysis.

Responsibilities

• Analyze sales referral pipelines to understand why referrals are or are not converting into closed products
• Identify which products resonate with members and which may be underperforming
• Evaluate product complexity and member comprehension to determine if sales challenges stem from product design or delivery
• Assess why some employees are successful in moving from referral to sale while others struggle
• Partner with the Sales Performance Coach to identify sales coaching opportunities to bolster success
• Provide sales teams analysis to identify high-performing locations versus those performing below expectations and uncover the reasons why
• Deliver actionable insights to leadership and sales teams management that directly influence training, product design, sales strategies, and member engagement approaches
• Partner with cross-functional teams (Sales, Marketing, Product Development, Member Services) to recommend changes based on findings
• Build interactive dashboards and visualizations in Power BI or Tableau that translate data into meaningful narratives
• Ensure accuracy, consistency, and completeness of data across core banking, CRM, and referral systems
• Support Clearview’s Commitment to Diversity, Equity & Inclusion by welcoming and embracing the unique differences of others, treating others fairly and equitably, and creating an inclusive experience where others feel respected and valued

Requirements

• Bachelor’s degree in Business, Finance, Economics, Data Analytics, Marketing, or a related field
• Master’s degree or professional certification (e.g., Certified Business Analysis Professional, Tableau/Power BI certification) preferred
• 3–5 years of experience in data analysis, business intelligence, or sales performance analysis, preferably within financial services, banking, or credit unions
• Demonstrated success in analyzing sales data and translating insights into actionable recommendations
• Hands-on experience working with sales teams-level or multi-location performance data
• Expertise in Power BI or Tableau for building dashboards, visualizations, and interactive reporting
• Proficiency in working with large datasets and connecting to multiple data sources (data warehouses, CRM, financial core systems)
• Strong skills in Microsoft Office Suite
• Familiarity with CRM systems and referral/sales tracking platforms, especially Salesforce
• Strong understanding of sales processes, pipeline management, and member engagement strategies
• Ability to identify performance drivers, trends, and root causes using both quantitative and qualitative data
• Knowledge of financial products (e.g., loans, credit cards, deposits, investments) and their impact on member value
• Exceptional written and verbal communication skills; ability to clearly present insights to executives, managers, and sales teams
• Proven ability to partner with cross-functional teams to influence outcomes
• Skilled at storytelling with data — turning complex analysis into clear, actionable insights
• Highly detail-oriented, with strong organizational skills
• Comfortable balancing independent analysis with collaborative problem-solving
• Results-driven with a focus on improving both employee performance and member experience while driving growth for the organization.

Benefits

• Regular travel to Moon headquarters on a monthly or quarterly basis
• Clearview’s Commitment to Diversity, Equity & Inclusion by welcoming and embracing unique differences