Sales Analytics & Insights Senior Advisor

{"description": "At Jack Henry, we're more than a technology company, we're a force for good in financial services. We're redefining how community banks and credit unions connect with the people they serve. Our mission is rooted in people inspired innovation, empowering financial institutions to deliver seamless, secure, and human centered experiences. We deliver cutting-edge solutions that are paving the way for the next generation of digital banking and payments, but our true impact begins with our associates. If you're ready to help transform an industry and grow with a company that values purpose, collaboration, and excellence then we'd love to meet you.

Acting independently, Sales Analytics and Insights Senior Advisor performs the analysis of key questions, sales performance scenarios, hypothesis development and testing, and modeling of recommended solutions, as well as interact with and communicate findings/recommendations/results to senior business leaders on behalf of the team.

This position may be worked remotely within the United States, with the exception of California.

All positions, regardless of location, may require an onsite interview or in-person onboarding requirement to verify your identity.

What you'll be responsible for:

Design and automate Power BI dashboards and executive scorecards, transforming complex data models into actionable KPIs and compelling visual stories for senior leadership.
Orchestrate monthly sales forecasting, annual budgeting, and quota-setting processes, while developing statistical models to support C-Suite presentations and quarterly Board reporting.
Extract and interpret Salesforce CRM data to assess pipeline health, account activity, and sales productivity, utilizing scenario modeling to inform strategic decision-making.
Analyze internal and external datasets to identify whitespace and market opportunities, collaborating with Sales and Marketing directors to drive go-to-market insights.
Manage and optimize data pipelines to ensure reliable, scalable data flow across systems, integrating additional datasets beyond standard CRM/ERP sources.
Enforce data governance standards to guarantee the accuracy, consistency, and reliability of all sales reporting and analytical models.
Collaborate with Finance, IT, and Product teams to align on operational data, standardize forecasting methodologies, and deliver timely business solutions.
May perform other job duties as assigned.

What you'll need to have:

Bachelor's degree.
Minimum of 6 years of experience in sales analytics, commercial analytics or business intelligence.

What would be nice for you to have:

Strong operational knowledge of financial institutions and their processes, with specific experience in financial industry analysis.
Experience supporting large sales organizations (100+ reps) with complex, multi-product portfolios.
Proficiency with SQL or similar query languages for handling multi-source datasets, plus working knowledge of Tableau to support legacy dashboard transitions.
Deep understanding of advanced sales operations functions, including quota setting, territory planning, and complex forecasting methodologies.
A proven track record of translating complex data into clear, actionable insights and presentations specifically for C-Suite and Board-level audiences.

If you got this far, we hope you're feeling excited about this opportunity. Even if you don't feel you meet every single requirement on this posting, we still encourage you to apply. We're looking for passionate, driven individuals who align with our mission and can bring unique perspectives to our team.

Why Jack Henry?

At Jack Henry, w e live by the motto: \" Do the right thing, do whatever it takes, and have fun.\" It's more than a tagline , it's the foundation of our culture. We recognize that our associates are the key to our success, and we're deeply committed to their wellbeing. That's why we offer comprehensive benefits designed to support your physical, mental, and financial health so you can thrive both personally and professionally.

We're also leading the way in technology modernization, helping financial institutions evolve with speed, security, and flexibility. Our strategy focuses on delivering secure data access, mitigating fraud, and enabling seamless integration . Empowering our teams to build innovative solutions that meet the evolving needs of accountholders.

Culture of Commitment

Ask our associates why they love Jack Henry, and many will tell you it is because our culture is exceptional. We do great things together. Our culture empowers us to rise to challenges, seek new opportunities, and support one another through change. It's this shared commitment that drives our success. We're proud to foster an environment where inclusion, sustainability, and community impact are more than values , they're how we operate. Visit our Corporate Sustainability site to learn more about our culture and commitment to our people, customers, community, environment, and shareholders.

Equal Employment Opportunity

At Jack Henry, we know we are better together. We value, respect, and protect the uniqueness each of us brings. Innovation flourishes by including all voices and makes our business - and our society - stronger. Jack Henry is an equal opportunity employer and we are committed to providing equal opportunity in all of our employment practices, including selection, hiring, performance management, promotion, transfer, compensation, benefits, education, training, social, and recreational activities to all persons regardless of race, religious creed, color, national origin, ancestry, physical disability, mental disability, genetic information, pregnancy, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, and military and veteran status, or any other protected status protected by local, state or federal law.

No one will be subject to, and Jack Henry prohibits, any form of discipline, reprisal, intimidation, or retaliation for good faith reports or complaints of discrimination of any kind, pursuing any discrimination claim, or cooperating in related investigations.

Requests for full corporate job descriptions may be requested through the interview process at any time.", "salary_raw": null}