Sales Insights Analyst

• Create and deliver actionable data insights supporting sales execution, leadership decision-making, and growth strategy across PMI Sales Distribution

• Develop analytics helping sellers identify opportunities, prioritize client engagement, and improve pipeline progression

• Produce executive-level reporting to evaluate business performance and shape strategic priorities

• Support data initiatives spanning call reporting, talent analytics, deposit and credit pipeline, product volume and utilization, win/loss analysis, new logos, revenue attribution, implementation and go-live visibility, and emerging business needs

• Combine data from Salesforce, Power BI, SQL databases, Microsoft Power Platform solutions, and other internal sources

• Coordinate efforts across sales, sales leadership, finance, technology, product management, operations, analytics, and other partners

• Translate business questions into analytical requirements

• Reconcile data across multiple systems and establish consistent definitions

• Communicate findings clearly and compellingly

• Contribute to dashboards, recurring reports, executive summaries, data models, and ad hoc analysis

• Refine dashboards, automate manual processes, and scale repeatable reporting

• Gather requirements, test outputs, and improve reporting

• Manage multiple data projects and priorities while maintaining accuracy and meeting deadlines

Requirements

• Bachelor’s degree, or equivalent work experience
• Typically five to eight years of related experience
• Background in data analytics, business intelligence, reporting, or a related discipline
• Working knowledge of SQL and experience querying, joining, validating, and analyzing data
• Experience with Microsoft Power BI, including dashboard development, data modeling, reporting, or data visualization
• Experience with Microsoft Power Apps, Power Automate, or related Microsoft Power Platform tools
• Experience using Microsoft Excel for data analysis, including advanced formulas, pivot tables, and data validation
• Experience working with Salesforce data, reports, dashboards, opportunity records, pipeline data, or coverage structures
• Familiarity with Power Query, dataflows, APIs, automated refresh processes, or enterprise data gateways
• Experience combining and reconciling data from CRM, financial, sales activity, product, and operational systems
• Ability to develop seller-facing insights that identify opportunities, improve prioritization, and support client engagement
• Ability to create executive-level dashboards, summaries, and analyses that support business strategy and leadership decisions
• Experience with call reporting, seller activity metrics, talent analytics, pipeline analytics, deposit reporting, product volume and utilization, win/loss analysis, new-logo reporting, or revenue attribution
• Experience defining business rules, KPI definitions, reporting taxonomies, and data-quality controls
• Ability to analyze pipeline progression, stage aging, conversion, closed revenue, sales activity, and performance trends
• Strong presentation, verbal, and written communication skills, including the ability to explain analytical findings to nontechnical audiences
• Experience partnering with varied stakeholders to develop scalable reporting solutions and deliver actionable business insights
• Ability to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies

Core Competencies

Demonstrates expertise in data analytics and business intelligence, with a strong focus on developing actionable insights and executive-level reporting to support sales execution and strategic decision-making. Proficient in utilizing tools such as SQL, Microsoft Power BI, and Salesforce to analyze and reconcile data across multiple systems.

Highest-signal resume keywords

• Data Analytics
• Microsoft Power BI
• SQL Querying
• Salesforce Data Management
• Executive-Level Reporting

ATS Optimization Keywords

Hard Skills

• Data Analysis
• Dashboard Development
• Data Modeling
• Advanced Excel Functions
• Data Visualization
• Pipeline Analytics
• KPI Definition
• Data Quality Control
• Automated Reporting
• Business Intelligence

Soft Skills

• Strong Communication Skills
• Presentation Skills
• Stakeholder Collaboration
• Analytical Thinking
• Problem-Solving

Industry Keywords

• Sales Execution
• Business Strategy
• Client Engagement
• Revenue Attribution
• Talent Analytics

Tools & Technologies

• Microsoft Power Platform
• Power Apps
• Power Automate
• Salesforce
• Power Query