Business Insights Sr Analyst (Salesforce)

Citizens Bank
Boston
Workplace: OnsiteFull timeUSD 93,000 - 120,000 annuallyFunction: SalesEducation: bachelorsSkills: ["Analytical Reasoning","Business Data Analysis","Critical Thinking","Curiosity","Storytelling","Persistence and Tenacity","Customer-Centricity","Valuing Diversity and Inclusion"]

Drive data-driven reporting and analytics for the Treasury Solutions Revenue Management team. Maintain and build Tableau-based self-service dashboards, and lead Salesforce and Tableau UI/UX for ~150 Treasury Solutions users. Use Excel and Tableau for analysis, forecasting, and stakeholder reporting, partner with developers via Jira to prioritize enhancements, and collaborate with data scientists to deliver next-best product insights. Ensure accuracy, quality, and actionable recommendations from large, complex datasets.

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Citizens Bank
Citizens Bank
3 days ago

Business Insights Sr Analyst (Salesforce)

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 10 hours agoStatus: Live

Job Summary

Drive data-driven reporting and analytics for the Treasury Solutions Revenue Management team. Maintain and build Tableau-based self-service dashboards, and lead Salesforce and Tableau UI/UX for ~150 Treasury Solutions users. Use Excel and Tableau for analysis, forecasting, and stakeholder reporting, partner with developers via Jira to prioritize enhancements, and collaborate with data scientists to deliver next-best product insights. Ensure accuracy, quality, and actionable recommendations from large, complex datasets.
Location: Boston
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Maintain and design self-service Tableau dashboards for Treasury Solutions users’ KPIs.
  • •Lead end-to-end Salesforce and Tableau UI/UX for ~150 Treasury Solutions users.
  • •Use Excel and Tableau for data analysis, forecasting, reporting, and stakeholder visualizations.
  • •Collaborate with developers and create Jira tickets to prioritize, test, and implement platform upgrades.
  • •Build ad-hoc analyses and presentations using large datasets to identify trends, optimization opportunities, and recommendations.

Pay and Benefits

Salary: USD 93,000 - 120,000 annually
Perks:Health InsuranceDentalVisionRetirement BenefitsMaternity LeaveParental LeaveLearning BudgetWellness StipendPaid Leave

Key Requirements

  • •Bachelor’s Degree in Data Science/Analytics, Business Administration, or a quantitative field.
  • •Knowledge of Salesforce, Tableau, MS Office, and other analytics tools & languages.
  • •3+ years of professional experience in an analytical role.
  • •Strong problem-solving skills delivering business insights and recommendations from data sets.
  • •Experience analyzing market research and client behavior, with ability to manage multiple projects in a fast-paced environment.
Education:Bachelor's in Data Science/Analytics, Business Administration, or quantitative field
Skills:Analytical ReasoningBusiness Data AnalysisCritical ThinkingCuriosityStorytellingPersistence and TenacityCustomer-CentricityValuing Diversity and Inclusion
Tech Stack:SalesforceTableauExcelMS OfficeJiraPrecision LenderAlteryx

Company Brief

Citizens Bank
Regional bank offering retail and commercial banking, mortgage lending, wealth management, and payment services to individuals and businesses across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Providence, United States
Founded: 1828
Website