Sales Analyst Sr.

Duties & Responsibilities

The Senior Sales Analyst serves as a strategic thought partner to leadership, driving data-informed decision-making across sales, marketing, and business development functions. This role goes beyond data interpretation; it’s about shaping the future of sales strategy through advanced analytics, predictive modeling, and cross-functional collaboration.

The Senior Analyst will lead efforts to uncover growth opportunities, optimize sales performance, and influence executive-level initiatives that impact customer acquisition, retention, and revenue expansion. With a strong command of data visualization tools and statistical techniques, this individual will transform complex datasets into compelling narratives that guide long-term business planning and tactical execution.

How you will spend your time:

Knowledge & Skills

MINIMUM:

• Strong analytical skills to effectively collect, analyze, and interpret sales data.
• Strong oral and written communication skills to communicate findings and recommendations.
• Ability to work cross-functionally and share analytical POV with confidence.
• Advanced proficiency with Excel and PowerPoint required.
• Skills and experience with data querying and data warehouse technologies (Snowflake/Oracle).
• Software proficiency with data analysis tools (PowerBI/Tableau, CRM, and other data visualization/analytical tools)

PREFERRED:

• Superior organizational and project management skills
• Quality, Sales, and Training experience
• In-depth knowledge of data analysis techniques and ability to create insights from varied data.
• Proven track record of driving transformational change and delivering measurable results.
• Inform, influence, and support the company's product and operational roadmap.
• Strong business acumen and ability to translate complex data into actionable insights for business decision making.
• Ability to manage multiple concurrent priorities.

Requirements

MINIMUM:

• Bachelor's degree in a technical and/or financial field or equivalent work experience
• 5+ years of business experience, with an emphasis on analytics, or financial/statistical modeling.

PREFERRED:

• Financial Industry Experience
• Strong understanding of data governance, data management, data architecture, and data quality principles and practices.

Supervision/Management: No direct management responsibilities

Compensation Range:

The posted compensation range on this listing represents UMB’s good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. Please see the description of benefits included with this job posting for additional information.

UMB offers competitive and varied benefits to eligibleassociates, such asPaid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.

Are you ready to be part of something more?

You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.

UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to [email protected] to let us know the nature of your request.

If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.

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