What are the responsibilities and job description for the Strategist, Sales Insights position at Carson Group?
Job Details
Description
Who We Are
In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It’s the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change.
We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to advisor firms – and straightforward financial advice to the investing public. We all share a common mission to be the most trusted in financial advice.
Who We Want
This role is responsible for driving data-informed decision-making across the sales organization by delivering high-impact, actionable insights that elevate prospecting, forecasting, and performance management. This role oversees the design, development, and continuous improvement of core sales reporting and analytics infrastructure—enabling leadership to make informed, timely, and strategic business decisions. They will serve as a trusted advisor to Sales, M&A, Marketing, and Finance teams by translating complex data into compelling narratives and strategic recommendations that directly influence growth and revenue outcomes.
What To Expect
In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, collaborative, innovative, and focused on healthy living. Carson strives to promote the health and wellness of its stakeholders by maintaining a tobacco-free workplace.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law.
The Total Rewards Expected For This Role Include
Description
Who We Are
In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It’s the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change.
We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to advisor firms – and straightforward financial advice to the investing public. We all share a common mission to be the most trusted in financial advice.
Who We Want
This role is responsible for driving data-informed decision-making across the sales organization by delivering high-impact, actionable insights that elevate prospecting, forecasting, and performance management. This role oversees the design, development, and continuous improvement of core sales reporting and analytics infrastructure—enabling leadership to make informed, timely, and strategic business decisions. They will serve as a trusted advisor to Sales, M&A, Marketing, and Finance teams by translating complex data into compelling narratives and strategic recommendations that directly influence growth and revenue outcomes.
What To Expect
- Reporting, Pipeline & Forecasting: Lead the design and delivery of comprehensive pipeline and forecasting dashboards segmented by product, territory, and stage. Analyze pipeline health and velocity, provide early-warning indicators, and highlight sales drivers to inform sales leadership actions. Provide high-level visibility into team performance through advanced analytics and scenario modeling.
- Prospecting Support & Competitive Intelligence: Oversee the development and governance of high-quality prospect databases leveraging CRM and third-party data sources. Align prospecting strategies with territory plans and sales priorities to optimize resource allocation and market coverage. Build and maintain centralized repositories for RFP responses, win/loss analysis, and competitive intelligence to inform positioning and sales strategy.
- Territory & Segmentation Analysis: Maintain current territory maps and segmentation logic based on revenue potential, market opportunity, and capacity planning. Recommend data-driven adjustments to optimize coverage, reduce overlap, and ensure equitable prospect distribution. Partner with Sales Operations and Finance to align territory strategy with organizational growth goals.
- Sales Data Governance & Quality: Champion data integrity across Salesforce/DealRoom and other reporting systems. Ensure consistent, accurate, and timely representation of accounts, contacts and opportunities across all platforms. Partner with Sales Operations and Data teams to resolve integrity issues and optimize reporting architecture.
- Data Storytelling & Enablement: Synthesize complex data into clear, actionable insights and strategic recommendations. Develop narratives that articulate performance trends, market dynamics, and strategic implications—enabling confident decision-making across departments. Provide thought leadership on emerging sales analytics trends and best practices.
- Executive & Board Reporting: Produce and present monthly and quarterly performance reports with aligned KPIs, visual storytelling, and strategic commentary. Collaborate with Sales, Data, and Finance leadership to ensure metric consistency, transparency, and relevance for executive and board audiences.
- Other Duties: Lead or contribute to special projects and strategic initiatives as assigned. Continuously evaluate and enhance analytics tools, methodologies and data to improve efficiency and insight quality. Perform additional tasks, duties, and responsibilities as needed or assigned by leadership to support departmental and organizational objectives.
- Proficiency in Salesforce required.
- Advanced Excel and strong PowerPoint skills required.
- Proficiency in Discovery Data, DealRoom, and Power BI preferred.
- Demonstrated knowledge of core sales KPIs including pipeline coverage, win rates, cycle times, and forecast accuracy required.
- Strong written and verbal communication skills with the ability to present complex analyses simply and persuasively required.
- Meticulous attention to data accuracy and integrity with a track record of delivering timely, error-free insights required.
- Ability to thrive in a fast-paced, dynamic environment and balance multiple priorities with precision.
- High school diploma or equivalent required.
- Bachelor’s degree in Business, Analytics, Finance, Economics, Information Systems, or related field required.
- Minimum of three years of experience in sales analytics, business intelligence, or closely related reporting roles required.
In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, collaborative, innovative, and focused on healthy living. Carson strives to promote the health and wellness of its stakeholders by maintaining a tobacco-free workplace.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law.
The Total Rewards Expected For This Role Include
- Starting annual base salary between $85,000- $105,000.
- Variable compensation potential (Bonus and/or commissions)
- Competitive benefits including 401(k) with company contribution, PTO, Parental Leave, Sabbatical Leave, Medical, Dental, Vision, Health Savings Accounts, Flexible Spending Accounts, Life and AD&D Insurance, Short and Long-Term Disability, Work/Life Benefits and Holistic Wellbeing Programs.
Salary : $85,000 - $105,000