Senior Sales Enablement Reporting & Insights Analyst

Overview

Connecting clients to markets – and talent to opportunity.With 5,400+ employees and over 80,000 institutional, commercial, and payments clients, we operate from more than 80 offices spread across six continents. As a Fortune 100, Nasdaq-listed provider, we connect clients to the global markets – focusing on innovation, human connection, and providing world-class products and services to all types of investors.Whether you want to forge a career connecting our retail clients to potential trading opportunities, or ingrain yourself in the world of institutional investing, StoneX Group is made up of four business segments that offer endless potential for progression and growth.

 

Business Segment Overview 

Corporate: Engage in a deep variety of business-critical activities that keep our company running efficiently. From strategic marketing and financial management to human resources and operational oversight, you’ll have the opportunity to optimize processes and implement game-changing policies.

 

Position Purpose: The Sales Enablement Reporting & Insights Analyst is responsible for developing, governing, and operationalizing customer, sales, and engagement data across StoneX’ s modern Microsoft analytics stack.This role supports Sales, Marketing, and Customer Engagement by ensuring high‑quality data, scalable reporting, and trusted insights as StoneX transitions from Salesforce to Microsoft Dynamics 365. Dataverse is the operational data layer, Databricks is the analytics and transformation platform, and Power BI is the primary reporting and visualization tool. The role blends data analysis, analytics engineering, and Power BI development, with a strong focus on data quality, governance, and enabling actionable insights for the business.

Responsibilities

Primary duties will include:

• Serve as the analytics partner to sales, marketing and customer engagement teams translating business questions into analytical requirements to build out Power Bi and CRM reporting and dashboards.
• Contribute analytics documentation, knowledge sharing, and best practices across the organization.
• Provide guidance and enablement to business users on interpretating dashboards and using data effectively.
• Support and validate data integrations between Dynamics 365, Dataverse, Databricks, and downstream reporting layers.
• Execute and oversee data quality initiatives focused on accuracy, completeness, standardization, and deduplication related to CRM data.
• Monitor, troubleshoot, and remediate data issues impacting analytics and business reporting.
• Partner with Enterprise Data Team to implement MDM strategies with a focus on ensuring Dynamics 365 data remain ultimately relevant to customer engagement and sales teams.

Qualifications

To land this role you will need:

• Strong understanding of Dataverse, Databricks, and Power BI

• Demonstrated data integration and/or migration experience with Dynamics 365 CRM or similar tools
• Proven experience retrieving and analyzing data using Excel
• Understanding of MDM principles and data mastering
• Proficient in SQL; familiarity with data transformations and pre-aggregation concepts
• Hands on experience with Power BI including Data modeling, dataset optimization, report deployment and security
• In depth understanding of CRM architecture and data management
• Strong communication and data presentation skills (both written and verbal), including ability to communicate with both business and technical teams.
• Strong customer service-oriented mindset
• Deep attention to detail and excellent problem-solving skills

 

What makes you stand out: 

• Proficient understanding of Microsoft Dynamics 365 preferred
• Experience embedding Power BI in Dynamics 365
• Familiarity with Microsoft Fabric, dataflows, or Lakehouse architecture
• Prior experience supporting CRM migration or platform modernization initiatives
• Experience in financial services or regulated industries

 

Education / Certification Requirements: 

• Bachelor’s degree

 

Working Style:

• 4 days per week onsite, 1 day per week remote