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Business Analyst, Sales Operations Reporting

Visa

Business Analyst, Sales Operations Reporting

Foster City, CA
Full Time
Paid
  • Responsibilities

    Job Description

    The Business Analyst role is crucial in driving success for the New Payment Flows – Visa B2B Connect organization. You will have the opportunity to support a high-performing client facing team across multiple geographies and partner with our leadership team to align on strategic growth plans. You are passionate about sales/business analytics, KPI reporting and harnessing data and technology to deliver actionable insights related to sales pipeline and transaction billing analytics.

    You will work directly with the Global Head of Sales and Global Head of Commercialization for Visa B2B Connect as well as the broader global sales team to execute on an aggressive growth plan and strategy. You will also run with key initiatives related to sales planning, preparing materials for key meetings and be the go-to person on all aspects of sales pipeline management and billing reconciliation. You are a detail-oriented individual who has experience handling a high volume of data and can operate proactively to ensure accuracy and customer satisfaction.

    Responsibilities:

    • Assist the Global Sales Team with business plan development, preparing materials for sales presentations, completing pricing proposals and coordinating with cross functional partners on key deal terms to track and provide network trends.
    • Lead overall sales pipeline management in our CRM, hold sales team members accountable for commitments, and promote transparency through pipeline and calendar management.
    • Monitor and provide updates on team performance on key metrics and measurements on a regular basis.
    • Develop a thorough understanding of standard billing workflows and decision-tree frameworks, ensuring billing requirements and payment deadlines are met.
    • Proactively follow-up on all internal and external inquiries to address and resolve customer concerns and communicate back to regional Client Services and regional billing teams as required.
    • Create and maintain a detailed status tracker with clear timelines from start to finish to serve as a point of record for ongoing billing reconciliation related matters.
    • Assist in ad-hoc reporting requests utilizing Tableau and internal transaction reporting tools.
    • Assist in updating our internal document repository to reflect the most up to date information.

    This is a hybrid position. Hybrid employees can alternate time between both remote and office. Employees in hybrid roles are expected to work from the office 2-3 set days a week (determined by leadership/site), with a general guidepost of being in the office 50% or more of the time based on business needs.

  • Qualifications

    Qualifications

    Basic Qualifications:

    • 2 or more years of work experience with a Bachelor’s Degree or an Advanced Degree (e.g. Masters, MBA, JD, MD, or PhD)

    Preferred Qualifications:

    • 3 or more years of work experience with a Bachelor’s Degree or more than 2 years of work experience with an Advanced Degree (e.g. Masters, MBA, JD, MD)
    • Bachelor’s Degree in Business, or other quantitative discipline.
    • Minimum 5 years of related professional experience (or equivalent combined with education) as a seasoned business analyst.
    • Candidate should exhibit exceptional analytical abilities and advanced Microsoft Office skills including Word, Powerpoint and advanced Excel specific to working with large complex data sets, creating, formatting, and evaluating formulas and pivot tables.
    • Preferable but not required: basic programming skills and working knowledge of Tableau.
    • The position requires an ability to work in a fast-paced environment with some oversight and a high degree of accuracy and attention to detail.
    • Proactive communicator with excellent time management skills.
    • High energy level, performance oriented, positive attitude and learning mindset.
    • Financial service industry experience preferred – cash management, treasury technology experience a plus but not required.

    Additional Information

    ** Work Hours:** Varies upon the needs of the department.

    ** Travel Requirements:** This position requires travel 5-10% of the time.

    ** Mental/Physical Requirements:** This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers.

    Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law.

    Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code.

    U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 92,600.00 to 118,000.00 USD, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.

  • Industry
    Financial Services