Responsibilities
We're looking for a Business Coordinator with an emphasis in Salesforce, PowerBI, and Excel to join our Retirement and Income Solutions (RIS) Education Strategy team!
In this role, you'll partner with the business to understand needs and solution by developing data for Large Market campaigns, making key data & metrics easily consumable for data-driven insights and decision-making by collecting, grooming, and presenting data and business context to build relevant and timely numeric and graphical summaries.
This team's focus is supporting the RIS Large Market communication and education strategies, data and results reporting, and supporting informed decision making and effective execution.
You'll Have The Opportunity To
- Research, define, analyze, develop and implement data solutions/opportunities relating to systems, marketing, product, and service development for business needs
- Develop email and direct mailing and other campaign lists based on prescribed criteria
- Provide technical expertise on job related topics and projects, including testing
- Communicate effectively on related topics with peers and internal partners
- Maintain thorough and accurate documentation, including keeping the BC Playbook updated with any changes impacting how work gets accomplished
- Perform other job-related duties and participate in special projects as required
- Build & maintain workflows, data aggregation processes and dashboards, creating interactive and compelling visual, numeric, and written summaries.
- Promote data literacy and a self-serve culture across the enterprise, Train & mentor business users on BI tools.
- Analyze business intelligence data to advise business and product decisions
- Gain an understanding of the outcomes being pursued and how team(s) are building solutions to meet desired outcomes and meet the needs of the customer. Grow technology competency to help better provide guidance to execution.
- Identify and analyze client/industry trends and track current/potential customer trends.
- Partner with other areas of the business (e.g., Product, Technology, Marketing, Customer Service, etc.) to model the outcome of implementing potential business strategies.
Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years.
Qualifications
Qualification :
- Bachelor's Degree or equivalent experience plus a minimum of 2-4 years in technical or analytical field
- 4-6 years of total exp and 2+ years in data management, insights, analytics and visualization
- Leading large and complex projects or processes with limited oversight from manager.
- Desire to learn new skills and continuously grow
- Collaborative
- Experience in Excel, Salesforce, PowerBI, SharePoint, Power Point and other MS tools. (Jira, Alteryx preferred but not required)
- Forward thinking
- Excellent verbal and written communicator
- Critical Thinker
- Excellent reading comprehension, analytical, and interpretation skills necessary
- Self-starter who works well in a team environment
- Understanding and interest in recordkeeping systems with technical analysis ability preferred.
