Interim Sales Analysis Consultant
A large Cardiff based Financial Services organisation requires a Interim Sales Analysis Consultant to start ASAP in 3 month fixed term contract. If you are interested, please apply ASAP, as this role is moving very quickly, with an immediate start for the successful candidate.
Role purpose
To drive performance through effective analysis of all available MI and provide strategic support to the Director of Sales.
Key Accountabilities
Provide analytical support for Director of Sales and their direct reports
Manage target setting and incentive scheme calculations
Requirement gathering for MI needs of the Sales team
Conduct monthly reviews with manager
Conduct quarterly channel reviews for Director
To own the Sales staff bonus schemes and other performance linked reward.
Manage response to any FCA guidance in this area, in partnership with HR
To own the Targeting methodologies within the sales team to ensure targets are set that drive maximum business performance.
Identify any risks associated with incentive schemes and work with business conduct to ensure these risks are appropriately managed.
Determine KPIs and expectations against them for all roles
To drive the use of approved organisational systems so that staff activity can be more accurately tracked through appropriate metrics.
To act as the key account manager between Sales and the Finance team.
To provide ad-hoc analysis for the Director of Sales and their direct reports to support key business decisions.
To monitor key business metrics and feed these up the line where appropriate.
To regularly review performance of all distribution channels and identify opportunities for the heads of to develop the channels
To develop "branch independent performance statistics" so staff performance can be tracked based solely on what they can influence
To ensure the organisations approach to staff analysis, incentives and targeting is inclusive of any new approaches being developed outside of the group.
To build relationships with experts in performance across the industry and establish a best practise approach to improving performance
To balance short-term cost/benefit analysis of decisions in distribution with long-term objectives of the organisation.
To ensure the customer remains central to all decisions in distribution, using continuous improvement to constantly evolve performance monitoring.
Work with the Sales Support Manager to ensure staff performance can be tracked without undue process impairment that harms the customer experience
To ensure your own values and behaviours reflect the principles of Treating Customers Fairly and that you encourage and drive a culture of TCF within your team.
To take action should team members not adhere to the TCF principles relevant to your area or you/they identify any practice, which is counter to the principle of Treating Customers Fairly.
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