Client Financial Analyst

RKD Group, direct response marketing and advertising agency, is seeking a Client Financial Analyst to achieve breakthrough results that make a positive impact in this world. By joining our team, you become an integral part of that mission. With our headquarters located in Dallas, Texas, RKD Group is a remote-first company that has helped hundreds of nonprofits fundraise billions of dollars to fulfill their missions. 

We are seeking a skilled and analytical Financial and Sales Operations Analyst to join our team. This position will work cross-functionally with the Finance and Sales teams and involves a mix of pricing strategy and development, data analysis, reporting, market research, and sales support. The ideal candidate will have strong business acumen, strong analytical and financial modeling skills, and will be adept at interpreting sales data and optimizing sales processes to ensure all sales records are properly managed and organized. 

The Client Financial Analyst will be responsible for analyzing pricing strategies, forecasting revenue, and creating/maintaining sales and pipeline reporting by analyzing data and aligning it with sales performance metrics. This role is pivotal in capturing live queries and ensuring that all sales records are systematically managed and well organized. They will conduct thorough research on processes and manage diverse procedures to maintain our sales team. Furthermore, the Analyst plays a crucial role in communicating with stakeholders, providing insightful reports on the effectiveness and efficiencies of various sales tools and strategies. This position is integral to the optimization of our sales operations, directly impacting our ability to make data-driven decisions and enhance overall sales performance.             

RESPONSIBILITIES: 

• Assess data from multiple sources to determine client sales price for products and services. 
• Review client budgets and working cross-functionally with client teams to ensure pricing strategy meets Company expectations.
• Collaborate with sales and client teams on prospect client RFPs to ensure accurate pricing strategies based on client needs and Company profit margin expectations.
• Prepare and manage pricing grids in the order management system, paying high attention to accuracy and timeliness. 
• Monitor input costing changes and develop sensitivity analysis to provide reporting on potential changes to product and service prices.
• Preparing and presenting pricing analysis findings to executives, marketing teams, and sales staff.
• Develop and implement processes and business rules for sales data entry and hygiene.  
• Research and analyze data to create sales forecasts and pipeline reporting.  
• Identify new business sales opportunities by analyzing sales data, automating prospect journeys, and creating personas and curating competitor analysis data for the sales team.  
• Create and manage automation tools to increase sales process efficiency.  
• Implement and manage CRM tools to maximize opportunities and customer relationships for both existing clients and prospective customers including reporting.  
• Provide training on Opportunity estimation and pipeline forecasting using RKD’s CRM tool to sales and client partner teams.  
• Manage sales incentive reporting and prepare commission calculations for sales team. 

PREFERRED EXPERIENCE:

• Bachelor’s degree in business administration, finance, economics, or a related field is preferred.  Master’s degree or MBA a plus
• Experience: ideally a minimum of 4-5 years in Pricing, Financial Management, or other related discipline. 
• Experience in sales or other customer-facing role is a plus.
• Advanced proficiency in Excel, including pivot tables, v-lookups, and macros.
• Experience with CRM software (e.g., Salesforce, HubSpot) and data visualization tools (e.g., Tableau, Power BI).
• Strong understanding of sales processes and sales metrics.

The successful candidate will have outstanding analytical and problem-solving skills. They will be highly flexible and adaptive and able to multi-task across several priorities simultaneously.  

LOCATION: Remote.

Pay Range expected for the position: $70,000 - $80,000 annually.

(The position level and compensation for this role will be determined based on the market location, experience, job skills, and qualifications of the candidate)

RKD Group offers highly competitive compensation commensurate with experience, and a full range of benefits. 

RKD Group is an Equal Employment Opportunity employer. 

No sponsorships available for this position.