1+ months

Retirement Salesforce and Reporting Business Analyst

Pennington, NJ 08534
**Job Description:**

**Team Description:**

Sitting within the Retirement & Personal Wealth Solutions (RPWS) COO organization, the Business Execution team partners across RPWS to execute key initiatives, develop sales measurement and analyze performance, and manage employee business administration enabling growth opportunity capture across client segments, products and channels. RPWS Business Execution manages executive routines, business critical programs, staffing management, employee oversight, business reporting and specialist performance, meetings, events, training and communications.

**Role Description:**

The Retirement Salesforce and Reporting Business Analyst will be responsible for managing and maintaining the Retirement Client Experience and Communication functions of Institutional Retirement within Salesforce, and subsequent delivery of success metrics to senior leaders within RPWS and critical business partners.

**Responsibilities include (but are not limited to) the following:**

+ Manage pipeline and critical business activities within Salesforce.com, providing transparency into the activities and historical trends across the organization.

+ Gather, analyze and structure data to be used to understand performance, as well as referral activity and sales successes between RPWS and Bank (GCIB/GCB/BB/SBB).

+ Develop, deliver and maintain ongoing periodic and ad-hoc reporting and analysis to support RPWS business needs, with an acute focus on attention to detail, accuracy and timeliness.

+ Collaborate with critical business partners at various levels, both within RPWS and across lines of business (i.e. Business Intelligence, Local Markets Organization, Finance, Technology, etc.) with regard to data sharing and reconciliation.

+ Effectively communicate data results and translate output to formats that allow results to be easily interpreted and measured against pre-determined targets/goals.

+ Identify data-driven opportunities and make recommendations for business growth initiatives.

+ Work on projects that impact the evolution of Salesforce.com to collect relevant data that will evolve with a continually changing business environment.

+ Perform monthly reconciliation within Salesforce.com to update pipeline based on prior month sales results to maintain consistency with Finance results and internal/external reporting.

+ Provide data from within Salesforce.com and/or consolidated from other internal/external sources in support of various management initiatives, including pipeline integrity, sales team compensation, prospecting exercises, etc.

+ Manage day-to-day administration and maintenance of Salesforce.com, including engagement with Technology support team.


+ Bachelors degree or equivalent experience

+ 5+ years experience in wealth management and/or retirement business

+ Strong analytic skills, with experience in SalesForce.com and/or SQL server programming

+ Advanced/ expert MS Office skills, particularly Excel and Access

+ Exceptional organizational skills with a focus on attention to detail, quality, and accuracy

+ Ability to communicate clearly and effectively

+ Strong written and verbal presentation skills

+ Ability to meet quality objectives

+ Excellent relationship building skills with the ability to interact at all levels of the organization

+ Must be a team player and be able to build positive working relationships with team members that encourage open communication and a supportive team environment

+ Ability to multi-task and execute in a challenging, fast paced changing environment

**Posting Date** : 06/10/2019

**Location** :

Jacksonville, FL, JACKSONVILLE 2, 4802 DEER LAKE DR E,


- United States

**Travel** : Yes, 5% of the time

**Full / Part-time** : Full time

**Hours Per Week** : 40

**Shift** : 1st shift

**Assistance for Applicants with Disabilities**

Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please visit the Applicants with Disabilities page at http://careers.bankofamerica.com/us/applicants-with-disabilities .

**Diversity & Inclusion**

At Bank of America, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

**Frequently Asked Questions**

Need to know how to apply online, view a list of your submitted job applications or reset your password? Visit our FAQ at http://careers.bankofamerica.com/us/faq section for answers to these questions and more.


  • Banking / Finance
Posted: 2019-06-12 Expires: 2019-09-28

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Retirement Salesforce and Reporting Business Analyst

Bank of America
Pennington, NJ 08534

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