Tidal Financial Group · 3 hours ago
AVP, Business Intelligence Analyst - Sales/CSM
United States
Full-time
Remote
Mid, Senior Level
5+ years expTidal Financial Group is a leading ETF investment technology platform dedicated to creating, operating, and growing ETFs. The AVP, Business Intelligence Analyst - Sales/CSM is responsible for developing sales and customer service analytics, supporting pipeline reporting, and translating Hubspot CRM data into actionable insights while ensuring adherence to BI-defined standards.
Asset ManagementBusiness DevelopmentConsultingFinancial ServicesFinTechMarketing
Responsibilities
Build and maintain Sigma dashboards for ETF sales pipeline performance, customer engagement metrics, lead conversion, and CSM activity monitoring
Develop standardized reporting outputs for pipeline velocity, deal progression, customer health scores, and sales/CSM performance analytics
Implement sales and customer service KPI logic defined in partnership with BI leadership and ensure consistent usage across Business Development and CSM teams
Automate daily and weekly sales and customer service reporting using validated Snowflake datasets
Translate Business Development and CSM needs into clear business requirements for Data Platforms, including Hubspot ingestion needs and field-level definitions
Contribute sales and customer service-specific logic to enterprise KPI frameworks; ensure consistency with BI governance standards
Document sales and CSM business rules and workflows in alignment with BI's documentation and metadata standards
Validate technical/business rule alignment with Business Development teams, CSM teams, and Hubspot SMEs
Perform business-side validation of Hubspot CRM data, sales pipeline feeds, customer engagement data, and new DBT model outputs
Reconcile Business Development and CSM expectations against Snowflake data to identify mismatches and ensure complete, accurate ingestion
Execute BI's data certification process for sales and customer service dashboards and datasets prior to production release
Monitor and escalate Hubspot ingestion issues that impact reporting accuracy
Own the design and maintenance of Hubspot data architecture, including custom fields, deal stages, contact/company properties, and pipeline configurations
Build and manage Hubspot workflows for lead routing, deal progression, CSM handoffs, and data quality automation
Ensure Hubspot field definitions, picklist values, and data structures align with business requirements and BI governance standards
Serve as the sales/CSM reporting SME with Hubspot, handling field interpretation, CRM extract logic, and troubleshooting
Provide Hubspot with business context and reporting requirements, coordinate with Data Platforms for ingestion and modeling
Define what sales and customer service-related Hubspot data must flow into Snowflake (granularity, fields, frequency)
Ensure Hubspot CRM data aligns with BI's enterprise standards for data quality and usage
Analyze drivers of sales performance: pipeline velocity, deal progression, customer engagement patterns, lead quality, conversion rates, and sales cycle efficiency
Go beyond basic pipeline and activity metrics by finding deeper patterns in sales and customer data
Use advanced querying techniques (and emerging AI-driven inquiry tools in partnership with BI leadership) to surface patterns that improve ETF sales processes, customer segmentation, and CSM effectiveness
Provide Business Development and CSM teams with actionable insights, ad-hoc analytics, and scenario exploration
Ensure all sales and customer service dashboards, reports, and KPI logic adhere to the enterprise BI operating model
Follow BI-defined processes for documentation, QA, lifecycle management, and data certification
Participate in BI’s intake and prioritization process; execute work according to enterprise BI roadmap
Qualification
Required
5–8+ years of sales analytics, CRM reporting, or BI experience in financial services, asset management, or ETF distribution environments
Deep expertise with Hubspot CRM, including sales pipeline management, deal stages, contact/company structures, and reporting/analytics capabilities
Strong SQL skills and experience working with Snowflake as an analytics data lake
Experience partnering with DBT-based data modeling teams
Hands-on dashboard development in Sigma (or Tableau/Power BI with willingness to adopt Sigma)
Strong understanding of ETF sales pipelines, distribution processes, customer service workflows, and client relationship management
Excellent communication skills; able to engage Business Development teams, CSM teams, engineering teams, and Hubspot representatives effectively
Company
Tidal Financial Group
Tidal Financial Group (Tidal) is a leading ETF investment and technology platform facilitating the creation, operation and growth of ETFs.
51-200 employees
H1B Sponsorship
Tidal Financial Group has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2020 (2)
Funding
Current Stage
Growth StageTotal Funding
$32MKey Investors
Insignia Capital GroupFTV Capital
2025-09-03Private Equity
2022-10-06Private Equity· $32M
2019-01-01Series Unknown
Leadership Team
Eric Falkeis
Co-Founder and Chief Executive Officer
Guillermo Trias
CEO & Co-Founder at Tidal Financial Group | ETFs (Exchange Traded Funds)
Recent News
2026-01-03
2025-12-03
Company data provided by crunchbase