Position Overview
Job Description
Our client in the greater Cleveland area is seeking an Entry-Level Pricing Analytics Analyst to support a high-impact initiative. This role will work closely with senior leadership and the Advisor Operations team to analyze Salesforce data, validate actions, and deliver insights that drive advisor accountability and incentive outcomes.
This is an excellent opportunity for a recent college graduate with a degree in Mathematics, Analytics, Economics, or a related field who has taken data-focused coursework and enjoys working hands-on with Excel, data validation, and trend analysis.
You will support a firmwide project by transforming Salesforce data into clear insights that help leadership understand progress, accuracy, and impact.
Key responsibilities include:
• Extracting reports from Salesforce and analyzing data in Excel
• Comparing current activity against baseline spreadsheets
• Identifying trends, inconsistencies, and data gaps
• Perfor...