Analyst, Business Data

Dimensional Fund Advisors Charlotte, NC Open
Dimensional Fund Advisors is looking for Analyst, Business Data in Charlotte, NC.
This local job opportunity with ID 3931985612 is live since 2026-11-01 20:09:15.
Overview

In this role you will support sales data processes to drive strategic sales initiatives. You'll ensure accuracy of client assets, cash flows, and CRM data while partnering with GCG operations, sales teams, and technology. You'll handle data governance, reporting, and continuous data quality improvements. This role offers the opportunity to influence sales decisions through data-driven insights and cross-functional collaboration.

Compensation / Benefits
  • comprehensive benefits
  • educational initiatives
  • special celebrations of history, culture, and growth
  • career development programs
  • inclusive workplace
  • hybrid work options
Responsibilities
  • Maintain critical client and asset data across CRM and internal reporting systems in collaboration with sales teams
  • Identify and remediate data gaps and discrepancies across sales systems
  • Communicate data analysis and updates to both technical and non-technical audiences
  • Define requirements for business processes and projects involving customer data in Dynamics CRM and related systems
  • Engage with stakeholders to build relationships within GCG and globally
  • Assist with data governance and process documentation
Key requirements
  • Bachelor's degree
  • 1-2 years' experience in consulting, data analytics, or a similar role
  • Excel, SQL, and Python
  • Experience with Snowflake or similar platforms
  • Experience with CRM (Microsoft Dynamics) and data visualization tools (Power BI, Tableau) a strong plus
  • Demonstrated interest in data-driven decision making
  • Proactive, able to manage multiple projects and meet deadlines
  • Strong analytical and quantitative skills with large data sets
  • Ability to gather requirements amid ambiguity
  • Detail-oriented with big-picture focus
  • Ability to drive change within business processes
  • Strong interpersonal, verbal, and written communication
  • proactive
  • interpersonal communication
  • ability to explain technical concepts to non-technical users
  • Excel
  • SQL
  • Python
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Required Skills

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