The Tidal Financial Group is a leading ETF investment technology platform dedicated to creating, operating, and growing ETFs. We combine expertise and innovative partnership approaches to offer comprehensive, value-generating ETF solutions.
Our platform offers best-in-class strategic guidance, product planning, trust and fund services, legal support, operations support, marketing and research, and sales and distribution services.
The Tidal Financial Group is a leading ETF investment technology platform dedicated to creating, operating, and growing ETFs. We combine expertise and innovative partnership approaches to offer comprehensive, value-generating ETF solutions.
Our platform offers best-in-class strategic guidance, product planning, trust and fund services, legal support, operations support, marketing and research, and sales and distribution services.
Role Overview
The AVP, Business Intelligence Analyst - Sales/CSM is responsible for developing sales and customer service analytics and dashboards, supporting pipeline reporting, and translating Hubspot CRM data into actionable insights. This role operates within Tidal's enterprise BI governance framework and ensures all sales and customer service metrics, KPI logic, and reporting assets follow BI-defined standards. The AVP serves as the sales/CSM SME for Hubspot data, defines business requirements for Snowflake and DBT ingestion, and collaborates with Data Platforms to ensure sales and customer service datasets are modeled accurately. This role is the primary business liaison with Hubspot for sales and customer service data and reporting requirements.
Key Responsibilities
Sales & Customer Service Analytics & Dashboard Development
- Build and maintain Sigma dashboards for ETF sales pipeline performance, customer engagement metrics, lead conversion, and CSM activity monitoring.
- Develop standardized reporting outputs for pipeline velocity, deal progression, customer health scores, and sales/CSM performance analytics.
- Implement sales and customer service KPI logic defined in partnership with BI leadership and ensure consistent usage across Business Development and CSM teams.
- Automate daily and weekly sales and customer service reporting using validated Snowflake datasets.
Requirements, KPI Definitions & Business Logic
- Translate Business Development and CSM needs into clear business requirements for Data Platforms, including Hubspot ingestion needs and field-level definitions.
- Contribute sales and customer service-specific logic to enterprise KPI frameworks; ensure consistency with BI governance standards.
- Document sales and CSM business rules and workflows in alignment with BI's documentation and metadata standards.
- Validate technical/business rule alignment with Business Development teams, CSM teams, and Hubspot SMEs.
Data Validation & Business Certification
- Perform business-side validation of Hubspot CRM data, sales pipeline feeds, customer engagement data, and new DBT model outputs.
- Reconcile Business Development and CSM expectations against Snowflake data to identify mismatches and ensure complete, accurate ingestion.
- Execute BI's data certification process for sales and customer service dashboards and datasets prior to production release.
- Monitor and escalate Hubspot ingestion issues that impact reporting accuracy.
Hubspot Administration & Data Integration
- Own the design and maintenance of Hubspot data architecture, including custom fields, deal stages, contact/company properties, and pipeline configurations.
- Build and manage Hubspot workflows for lead routing, deal progression, CSM handoffs, and data quality automation.
- Ensure Hubspot field definitions, picklist values, and data structures align with business requirements and BI governance standards.
- Serve as the sales/CSM reporting SME with Hubspot, handling field interpretation, CRM extract logic, and troubleshooting.
- Provide Hubspot with business context and reporting requirements, coordinate with Data Platforms for ingestion and modeling.
- Define what sales and customer service-related Hubspot data must flow into Snowflake (granularity, fields, frequency).
- Ensure Hubspot CRM data aligns with BI's enterprise standards for data quality and usage.
Insights & Decision Support
- Analyze drivers of sales performance: pipeline velocity, deal progression, customer engagement patterns, lead quality, conversion rates, and sales cycle efficiency.
- Go beyond basic pipeline and activity metrics by finding deeper patterns in sales and customer data.
- Use advanced querying techniques (and emerging AI-driven inquiry tools in partnership with BI leadership) to surface patterns that improve ETF sales processes, customer segmentation, and CSM effectiveness.
- Provide Business Development and CSM teams with actionable insights, ad-hoc analytics, and scenario exploration.
Alignment with BI Governance
- Ensure all sales and customer service dashboards, reports, and KPI logic adhere to the enterprise BI operating model.
- Follow BI-defined processes for documentation, QA, lifecycle management, and data certification.
- Participate in BI’s intake and prioritization process; execute work according to enterprise BI roadmap.
Qualifications
- 5–8+ years of sales analytics, CRM reporting, or BI experience in financial services, asset management, or ETF distribution environments.
- Deep expertise with Hubspot CRM, including sales pipeline management, deal stages, contact/company structures, and reporting/analytics capabilities.
- Strong SQL skills and experience working with Snowflake as an analytics data lake.
- Experience partnering with DBT-based data modeling teams.
- Hands-on dashboard development in Sigma (or Tableau/Power BI with willingness to adopt Sigma).
- Strong understanding of ETF sales pipelines, distribution processes, customer service workflows, and client relationship management.
- Excellent communication skills; able to engage Business Development teams, CSM teams, engineering teams, and Hubspot representatives effectively.
Success Looks Like:
- Sales and CSM dashboards and KPIs adhere to BI's enterprise standards and are fully trusted by Business Development and Customer Service teams.
- Hubspot to Snowflake ingestion is clearly defined, validated, and consistently accurate.
- Pipeline and customer service reporting is high-quality, automated, and reused across Business Development, CSM, and leadership.
- Data issues are identified early through rigorous business validation and escalated appropriately.
- Business Development and CSM teams see BI as a strategic partner, not a ticket-taker.
Top Skills
What We Do
Tidal Financial Group is a leading ETF investment technology platform, founded in 2012 to create, manage, and grow ETFs with a focus on customer-centric solutions.
Our comprehensive platform offers best-in-class strategic guidance, product planning, trust and fund services, legal support, operations support, marketing and research, and sales and distribution. With offices in New York, Chicago, Milwaukee, West Palm and Detroit, our team of ETF and financial specialists brings extensive industry experience to every partnership.
