Now Hiring - Oxford Financial Group Ltd - Business Development Analyst in Carmel, IN

Full description of the position

POSITION SUMMARY The Business Development Analyst is a critical support role responsible for providing analytical insights, project reporting, and performance metrics to support the Chief Development Officer (CDO) and sales leadership. This position ensures data-driven decision-making, enhances operational efficiencies, and supports the alignment of sales strategies with company objectives. We are searching for a Business Development Analyst to work in one of our seven office locations. DUTIES & RESPONSIBILITIES Develop and maintain reporting structures to track sales performance, project outcomes, and team productivity. * Collaborate closely with the CDO to provide insights and data-driven recommendations. * Generate and analyze reports on key sales trends, market opportunities, and team effectiveness. * Monitor and assess sales pipelines, ensuring accurate forecasting and data integrity. * Support the implementation and optimization of CRM and sales tracking systems. * Develop standardized dashboards and reporting tools for executive leadership review. * Provide project management support by tracking project timelines, deliverables, and completion rates. * Assist in budgeting and resource allocation based on sales performance and operational needs. * Work cross-functionally with marketing, finance, and operations to ensure data alignment. * Identify process improvement opportunities and drive efficiency in sales operations. * Other duties as assigned QUALIFICATIONS * Bachelor's degree in Business, Finance, Data Analytics, or a related field; MBA preferred. * 7+ years of experience in sales operations, business analysis, or project management support. * Strong analytical skills with experience in reporting and data visualization. * Proficiency in CRM and sales automation tools including Excel, PowerPoint, Tableau and Salesforce. * Excellent organizational and project management abilities. * Strong communication and presentation skills for reporting insights to stakeholders. * Ability to work in a fast-paced environment while managing multiple priorities. * Must have a professional demeanor with the utmost respect for confidential matters WORKING CONDITIONS * Long periods of sitting utilizing a computer * 100% onsite Benefits 401k, Dental Insurance, Life Insurance, Medical Insurance, Vision Powered by ExactHire:m7rg0qzlkx9p8y84vkw3