EXL

Sales Analytics Engagement Manager

EXL  •  San Francisco, CA (Onsite)  •  3 hours ago
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Job Description

We are seeking experienced personnel to lead the planning, execution, and delivery of strategic projects for the sales analytics team. The ideal candidate will be responsible for managing project scope, timelines, risks, and stakeholder communications while ensuring successful business outcomes. This role requires strong ownership, analytical thinking, and collaboration skills.

  • Analyze outbound sales performance and identify trends, drivers, risks, and opportunities impacting funded outcomes.
  • Evaluate customer segments, dialing performance, and campaign effectiveness to improve targeting, conversion rates, and ROI.
  • Assess the impact of Credit Risk, Marketing, and business initiatives on customer eligibility, acquisition performance, and sales outcomes.
  • Develop forecasts and workforce capacity plans by analyzing demand trends, productivity metrics, resource utilization, and staffing requirements.
  • Analyze end-to-end sales funnel performance, identify conversion bottlenecks, and recommend process improvements.
  • Monitor key business and portfolio metrics, including conversion rates, funded volume, CAC, LTV, delinquency, and recovery performance.
  • Build and maintain dashboards, scorecards, and performance reports to provide actionable insights for business stakeholders.
  • Partner with Sales, Marketing, Risk, Product, and Operations teams to support strategic planning and data-driven decision-making.
  • Present analytical findings and recommendations to leadership, translating complex data into clear business actions.

Required Skills & Qualifications

  • 5+ years of experience in Sales Analytics, Business Analytics, Growth Analytics, Revenue Analytics, or Strategy Analytics.
  • Advanced SQL and Excel proficiency.
  • Strong experience with Qliksense, Tableau, Looker, or similar visualization platforms.
  • Experience working with large-scale customer and sales datasets.
  • Strong understanding of sales funnels, campaign analytics, customer segmentation, and performance measurement.
  • Proven ability to influence business decisions through data-driven recommendations.
  • Excellent communication and stakeholder management skills.

Preferred Domain Knowledge

  • Consumer Lending/ FinTech/ Credit Cards/ Payments/ Banking/ Collections Analytics/ Risk Analytics
EXL

About EXL

Choosing a digital partner is about more than capabilities — it’s about collaboration and character.

Unrealistic overhauls and off-the-shelf products ignore what matters most — your unique needs, culture, goals, and your legacy data and technology environments.

At EXL, our collaboration is built on ongoing listening and learning to adapt our methodologies. We’re your business evolution partner—tailoring solutions that make the most of data to make better business decisions and drive more intelligence into your increasingly digital operations.

Whether your goals are scaling the use of AI and digital, redesign operating models, or driving better and faster decisions, we’re here to partner with you to help you gain—and maintain—competitive advantage with efficient, sustainable models at scale.

Our expertise in transformation, data science, and change management helps make your business more efficient and effective, improve customer relationships and enhance revenue growth. Instead of focusing on multi-year, resource- and time-intensive platform designs or migrations, we look deeper at your entire value chain to integrate strategies with impact.

We use our specialization in analytics, digital interventions, and operations management—alongside deep industry expertise — to deliver solutions that help you outperform the competition.

At EXL, it’s all about outcomes—your outcomes—and delivering success on your terms. Share your goals with us and together, we’ll optimize how you leverage data to drive your business forward.

For more information, visit www.exlservice.com.

Industry
Consulting & Advisory
Company Size
10,000+ employees
Headquarters
New York, NY
Year Founded
Unknown
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