The Sales Intelligence (SI) Senior Analyst role is based within the US Wholesale COO team. The SI team is responsible for leveraging data and analytics to drive business growth through the generation data insights (identifying new to bank, new to product and other cross-sale opportunities).
This role will test business hypotheses and design proof of concepts (PoC) that generate leads using one or more of the following methods: research and investigation of industry trends, interview and solicit ideas from Business SMEs, document and codify requirements, and construct a repeatable analysis whilst promoting clear governance and controls. Also responsible for the deployment of insights through targeted campaigns and sales governance in partnership with Relationship Managers, Product, and Sales Enablement teams. Engagement with the local and global data teams is key to ensure a coordinated approach and alignment to Group objectives.
This role also provides support to management and assists in overall strategy. Will provide business leadership, coaching and mentoring to junior team members, as required in the future.
Impact on the Business
Represent US Sales Intelligence function at business forums and relevant data working groups, working with experts from Business and Functions to reflect business needs.
Work with US Sales Effectiveness (SE) and Chief Data & Analytics Office (CDAO) teams in delivering analytic products (Data, Reporting, Insights) to RM sales force to drive growth.
Key activities include:
Drive execution of SI projects including rollout / maintenance of standard tools, targets, performance tracking, operating models, sales processes, people agenda and governance
Overseeing large, often cross-functional organization-wide projects or initiatives.
Work with internal clients and SI analysts to build out proof of concept models to test revenue generating hypothesis
Develop a deep knowledge of data sources required to make recommendations on information to be extracted to meet the business deliverables
Act as a customer facing Subject Matter Expert for SI team tech stack
Provide training and support to maximize RM satisfaction of the tool
Perform root cause identification of issues raised and ensure it is tracked and actioned
Develop and manage user access related process including governance
Strategically manage datasets not stored in existing HSBC systems
Support CDAO related data quality initiatives as SME and helping document key data elements used by SI
Coordinate papers/presentations requested by SI teams, Global Businesses or Functions and regional/ country stakeholders
Support SI leadership in running governance committees and coordinate with other HSBC governance forums as required
Internal Number: 841825
HSBC was born from one small idea: a local bank serving international needs. We started our business in Hong Kong in 1865. In 2015, HSBC celebrates its 150th year anniversary. Over the years, HSBC grew through expanding its branch network, offering new products and establishing its own investment banking arm.
We aim to be where the growth is, connecting customers to opportunities, enabling businesses to thrive and economies to prosper, and ultimately helping people fulfill their hopes and realize their ambitions.
• Located in 72 countries and territories
• Serving around 48 million customers
• Supported by over 268,000* people
• Head office in US is New York City
We aim to be dependable, open and connected in everything we do. We want to ensure that our employees feel able to stand up for what is right, highlight potential risks and act with integrity, even when faced with pressure to act otherwise. By doing so, we will be able to meet expectations of society, customers, regulators and investors. To make sure everybody at HSBC lives up to these values, they are a part of everyone's annual performance review.
At HSBC, you will find that we are dependable, o...pen to different ideas and cultures, and connected to customers, communities, regulators and each other. Our culture has a family feel to it – our employees are encouraged to work together to reach a common goal. This idea is supported and encouraged at the leadership level and passed down.
Our size and global reach mean more opportunities for you to grow your career with us.
We are looking for forward-thinking, driven, perceptive candidates to help our customers realise their hopes, dreams and ambitions.
This means people who are dependable, open to different ideas and cultures, and enjoy being part of a team; people who have the potential to become the future leaders of HSBC.
We encourage you to drive your own development and build your network within your office and around the world.
We provide the opportunities for you to connect with customers, colleagues and the communities in which we operate.