EXL Service

Sales Analytics Engagement Manager

EXL Service$120K — $145K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years in Sales Analytics or related fields
  • Advanced SQL and Excel skills
  • Proficiency with Qliksense, Tableau, or similar tools
  • Experience with large-scale sales datasets
  • Understanding of sales funnels and performance measurement
  • Ability to influence decisions with data-driven insights
  • Strong communication and stakeholder management skills

Responsibilities

  • Analyze outbound sales performance to identify key trends and opportunities
  • Evaluate customer segments and campaign effectiveness for improved targeting
  • Assess impacts of business initiatives on sales outcomes and customer eligibility
  • Develop forecasts and capacity plans based on demand and productivity metrics
  • Analyze sales funnel performance and recommend process improvements
  • Monitor key business metrics such as conversion rates and funded volume
  • Build dashboards and performance reports for actionable business insights
  • Collaborate with cross-functional teams to support strategic planning efforts
  • Present analytical findings and insights to leadership clearly

Benefits

  • Opportunities for professional development
  • Collaborative work environment
  • Access to cutting-edge analytics tools
  • Engagement with cross-functional teams
  • Visibility and impact on strategic business decisions
Full Job Description
Job Description

We are seeking experienced personnel to lead the planning, execution, and delivery of strategic projects for the sales analytics team. The ideal candidate will be responsible for managing project scope, timelines, risks, and stakeholder communications while ensuring successful business outcomes. This role requires strong ownership, analytical thinking, and collaboration skills.

Responsibilities

  • Analyze outbound sales performance and identify trends, drivers, risks, and opportunities impacting funded outcomes.
  • Evaluate customer segments, dialing performance, and campaign effectiveness to improve targeting, conversion rates, and ROI.
  • Assess the impact of Credit Risk, Marketing, and business initiatives on customer eligibility, acquisition performance, and sales outcomes.
  • Develop forecasts and workforce capacity plans by analyzing demand trends, productivity metrics, resource utilization, and staffing requirements.
  • Analyze end-to-end sales funnel performance, identify conversion bottlenecks, and recommend process improvements.
  • Monitor key business and portfolio metrics, including conversion rates, funded volume, CAC, LTV, delinquency, and recovery performance.
  • Build and maintain dashboards, scorecards, and performance reports to provide actionable insights for business stakeholders.
  • Partner with Sales, Marketing, Risk, Product, and Operations teams to support strategic planning and data-driven decision-making.
  • Present analytical findings and recommendations to leadership, translating complex data into clear business actions.


Qualifications

Required Skills & Qualifications
  • 5+ years of experience in Sales Analytics, Business Analytics, Growth Analytics, Revenue Analytics, or Strategy Analytics.
  • Advanced SQL and Excel proficiency.
  • Strong experience with Qliksense, Tableau, Looker, or similar visualization platforms.
  • Experience working with large-scale customer and sales datasets.
  • Strong understanding of sales funnels, campaign analytics, customer segmentation, and performance measurement.
  • Proven ability to influence business decisions through data-driven recommendations.
  • Excellent communication and stakeholder management skills.


Preferred Domain Knowledge
  • Consumer Lending/ FinTech/ Credit Cards/ Payments/ Banking/ Collections Analytics/ Risk Analytics

About EXL Service

EXL Service is a leading operations management and analytics company that helps businesses enhance growth and profitability. The company provides services in areas such as finance and accounting, customer service, and healthcare. EXL Service was founded in 1999 and is headquartered in New York, New York.
Learn more about EXL Service
Size
31,000 employees
Industry

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