Our Client is an award-winning, privately held software and services company who is seeking a Research Analyst to join their dynamic team. Their flagship product is an innovative business performance research and insights platform that helps enterprise sellers improve and accelerate account engagement and pipeline development. Our Client is a founder-led, flat organization with a strong collaborative culture that both encourages and rewards teamwork, initiative, ownership, and outcomes. There's a constant and continuous variety of projects and deliverables in process, and everyone has the opportunity to contribute. This is a fully remote work position, but candidates should be available during standard work week hours in Eastern Time zone for team collaboration. If you are a Research Analyst who loves being part of a team, is flexible and able to pivot when needed, then you're just what we are looking for!
Job Duties and Responsibilities
The role of the Analyst is to provide accurate and timely financially focused research related to various products and services delivered to clients, help manage the process of receiving and assigning requests and ensuring that materials are sent at the right time to the right people. The position reports to the Senior Research Analyst and works with other analysts and client contacts; may also take direction on various projects from other internal senior management team members. Accountable for ensuring all materials are accurate and delivered on time. Responsibilities include:
• Conducting research for Client reports by reviewing company financial statements, annual reports, industry association studies, and navigating other business reports and presentations
• Summarizing research findings into written format, for inclusion in research documents, including financial performance reviews, company briefs, client opportunity assessments, industry blueprints, and strategy maps for use by client sales teams
• Creating presentations for internal teams as well as clients
• Updating eLearning content through research, writing, QC, and creation in eLearning software application
• Conducting research for content components of the Client's flagship application
• Handling user questions that come into Client's application help email box; answering questions or directing bugs / defects / login issues to the IT team for correction
• Researching options and presenting results for additional data sources as requested by management team or product manager
• Acting as a support resource for sales team for onboarding calls and general help with Client's application
• When requested, testing the application for new features and/or KPIs
• Working with vendor, APQC, and periodically evaluate their data and KPIs available for possible additions and deletion
• Researching additional sources of KPIs and presenting to management team and Product Manager for review
• Mapping operational KPIs to customers' solutions within the Client's application using use cases, marketing collateral, customer website information
• Act as point of contact with clients on educational offerings, to include tracking workshop dates, times, participant lists, and scheduling facilitators
Qualifications
Minimum of a bachelor's degree in Finance, Accounting, Economics, Business, or a similar field
• Proven experience in financial analysis, preferably within the SaaS industry or related field
• Top-notch written and verbal communication skills
• Ability to tell a written story effectively and succinctly using proper grammar, spelling, and punctuation (in English)
• Proficient with Microsoft applications (Outlook, Excel, Word, PowerPoint)
• Ability to multi-task effectively, manage project timelines independently, and meet deadlines
• High attention to detail
• Inquisitive
• Analytical skills for evaluating operational metrics and financial data
• Must be able to work independently, be self-motivated, and have exceptional organizational skills
• Work well under pressure
• Team player who collaborates well with others
• Strong financial or finance-related background
Benefits
• Competitive compensation
• 401k with employer contribution
• Health benefits – medical, vision, dental
• Paid time off/Holidays
• Long-term disability insurance
• Additional coverage options such as life insurance, group accident insurance, and short-term disability are also available
• Annual educational allowance for professional development
• Flexible remote work environment
• Trusting, respectful and supportive culture
Posting Statement
All qualified applicants will receive consideration for employment without regard to race, color, religion, religious creed, sex, national origin, ancestry, age, physical or mental disability, medical condition, genetic information, military and veteran status, marital status, pregnancy, gender, gender expression, gender identity, sexual orientation, or any other characteristic protected by local law, regulation, or ordinance.
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