Description

The CSI Project Analyst is responsible for providing data and reporting that will optimize CSI divisional and regional productivity. This will be achieved by (but not limited to) assisting with creation of Salesforce reports and Dashboards for CSI, aggregation of data for regional and district partnership meetings, and partnering with our Sales and Analytics, SPM, and Retail data teams.

Primary responsibilities include:

• • Responsible for capturing data from multiple sources to be used by leadership to identify gaps in the sales process
  • Create reporting at the individual, regional, divisional level that align with various change initiatives
  • Work with cross-functional partners within Citizens including Operations, Wealth Strategy, Incentives, etc.
  • Create PowerPoint slides or decks to summarize data, trends, etc.
  • Project and initiative support for the CSI Senior Leadership team

Qualifications

Required Skills/Experience:

• Strong communication (written and verbal) and leadership skills
• Strong reporting and analytical skills
• Customer-service orientation toward external and internal partners alike
• Ability to self-manage and be effective when unsupervised
• Strong problem-solving capabilities, solutions-driven mentality, and ability to anticipate the needs of highly successful, dynamic individuals
• Strong work ethic and great attitude
• Driven, ethical and team focused
• High degree of flexibility with an ability to work in an innovative, fast-paced environment and readily embrace change
• Collaborative, with strong relationship building skills and the executive presence to manage important relationships
• Ability to work outside "normal" working hours and over 40 hours as needed
• Proficiency in MS office projects
• Proficiency with Salesforce

Hours and Work Schedule

Hours per Week: 40

Work Schedule: Monday- Friday