Citco

Senior Business Development Analyst

Citco$77K — $120K *
Business Services
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Business Administration, Data Analytics, Finance, or related field
  • 2+ years of experience in business development or client-facing roles
  • Strong analytical skills to interpret complex data
  • Proficiency in Salesforce or similar CRM and Microsoft Office
  • Experience with sales forecasting and KPI management
  • Familiarity with data visualization tools like Excel, Power BI, or Tableau
  • Excellent communication skills for non-technical audiences

Responsibilities

  • Analyze and optimize CRM systems for data integrity
  • Develop and maintain CRM workflows, dashboards, and reports
  • Design reports and dashboards for sales performance insights
  • Analyze sales data to identify improvement opportunities
  • Conduct market research to identify trends and client needs
  • Provide data-driven insights to support sales strategies
  • Collaborate with sales teams to enhance relationships and sales planning

Benefits

  • Comprehensive medical, dental, and vision coverage
  • Short and long-term disability benefits
  • Retirement savings plan
  • Tuition reimbursement opportunities
  • Mental health and wellness support
  • Parental leave policies
  • Participation in annual discretionary bonus pool
Full Job Description
Job Description

Responsibilities

Your Role:

We are seeking a highly analytical and results-driven Business Development Analyst to support our sales team in driving revenue growth and improving sales performance. The successful candidate will optimize our CRM system, develop insights-driven reports, conduct market research and analysis, and provide data-driven recommendations to inform sales strategies. The ideal candidate will have strong analytical and communication skills, with experience in CRM systems, data analysis, and market research.

CRM Optimization:
  • Analyze and optimize our CRM system to ensure data accuracy, completeness, and integrity.
  • Develop and maintain CRM workflows, dashboards, and reports to support sales team activities.
  • Identify and implement process improvements to enhance sales productivity and efficiency.


Reporting and Analytics:
  • Design, develop, and maintain reports and dashboards to provide insights on sales performance, customer behavior, and market trends.
  • Analyze sales data to identify trends, opportunities, and areas for improvement.
  • Present findings and recommendations to reporting manager, sales leadership & relevant stakeholders.


Market Research and Analysis:
  • Conduct market research to identify industry trends, client needs, and competitor activity.
  • Analyze market data to inform sales strategies and identify new business opportunities
  • Develop and maintain a comprehensive understanding of our target markets and customer segments


Sales Support:
  • Provide data-driven insights and recommendations to support sales strategy development and execution
  • Collaborate with sales team members to develop sales plans, identify new business opportunities, and enhance relationships
  • Assist in the development of sales forecast models and pipeline analysis


Qualifications

About You:
  • Bachelor's degree in Business Administration, Data Analytics, Finance or a related field
  • 2+ years driving results in business development, operations, or a related client-facing function
  • Strong analytical and problem-solving skills, with the ability to interpret complex data and develop actionable insights
  • Proficiency in salesforce or related CRM systems and Microsoft Office
  • Comfortable working with sales forecasting, pipeline management, and performance metrics/KPIs
  • Familiarity with data visualization tools (Excel dashboards, Power BI, Tableau, or similar) is a strong plus
  • Excellent communication and presentation skills, with the ability to effectively convey insights and recommendations to non-technical stakeholders
  • Strong time management skills & ability to communicate effectively
  • Strong attention to detail, with the ability to manage multiple projects and priorities


Salary Range: USD$ 77,000 - $120,000

Our Benefits

Your well-being is of paramount importance and central to our success here at Citco. Citco offers a comprehensive and competitive total rewards package to support your career success and personal needs. Your base salary will be determined by several factors such as the role, experience, skillset, market conditions, etc. Furthermore, qualifying positions can participate in an annual discretionary bonus pool based on company profitability and individual contributions. Our comprehensive benefits package includes medical, dental, and vision coverage, short and long-term disability benefits, a retirement savings plan, tuition reimbursement, mental health and wellness support, parental leave, and more. Additional details about our total rewards package will be shared during the hiring process.

Please note that this job description is not intended to be all-inclusive. Our employees may perform other job-related duties as needed to meet the ongoing needs of our organization

About Citco

Citco is a financial services company that provides fund administration, custody, and banking services to institutional investors and alternative investment managers. The company was founded in 1948 and is headquartered in the British Virgin Islands. Citco has a global presence with offices in over 40 countries. The company's mission is to provide innovative and reliable financial solutions to its clients.
Learn more about Citco
Size
10,000 employees
Industry

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