Data Analyst II

Description

Job Location

The primary work location for this role is Berwyn, PA office with a hybrid work model.

About Envestnet

Envestnet is an adaptive WealthTech company that is redefining the future of wealth management by helping advisors meet the moment with its comprehensive technology, actionable insights, and industry leading support. Backed by over 25 years of experience and approximately $7.0 trillion in platform assets, Envestnet is trusted by over one third of financial advisors across leading banks, wealth managers, brokerages, and RIAs.

For a deeper look at how Envestnet is shaping the future of financial advice, visit www.envestnet.com.

The Team You’ll Join

You will join Envestnet's Revenue Operations team, a group focused on enabling smarter, data-driven decisions across Sales, Marketing, Relationship Management, and other go-to-market functions. The team plays a critical role in ensuring business leaders have access to accurate reporting, trusted data, and actionable insights that drive growth and operational effectiveness.

How You’ll Contribute

The Revenue Operations Data Analyst is responsible for turning raw data into trusted, actionable insight that powers reporting, campaigns, and decision-making across the revenue organization. This role sits at the intersection of reporting, data quality, and analysis: producing accurate recurring reports, validating and reconciling data across systems, preparing clean datasets and campaign-ready lists, and delivering fast-turn analysis to answer specific business questions.

Success in this role means stakeholders trust the numbers, reports arrive on time, campaign lists are clean and correctly targeted, and leadership gets the answers they need quickly and without over-engineering. The ideal candidate is detail-oriented, comfortable working across multiple data sources, and able to balance speed with accuracy.

• Reporting Execution
• Own the production and delivery of recurring reports (board, leadership, pipeline, performance), ensuring outputs are accurate, consistent, and on time with clear alignment to defined metrics and sources.
• Dashboard design & build: Create and maintain dashboards support all go-to-market teams.
• Recurring report management & governance: Own the library of standard reports, ensuring accuracy and on-time delivery. Retire outdated views, and enforce consistent metric definitions
• Stakeholder delivery: Distribute reports on defined cadences in the right format for each stakeholder
• Data Validation & Integrity
• Validate and reconcile data across sources, identify and resolve discrepancies, enforce data consistency, and ensure downstream reporting and campaign lists are built on trusted data.
• Data reconciliation: Reconcile advisor, account, and activity data between Salesforce and external datasets
• Data inspection: Identify, investigate, and resolve data discrepancies or gaps
• Data stewardship: Apply standardized rules for data cleanliness, deduplication, and field integrity
• Data governance: Escalate systemic data issues and track recurring patterns that impact reporting quality
• Data Preparation & List Generation
• Transform raw data into usable, structured outputs including campaign lists, segmentation files, and clean datasets focused on making data actionable for execution.
• Campaign support: Build campaign-ready lists based on defined segmentation and targeting criteria
• Data transformation: Transform raw datasets into structured, usable formats for sales and marketing teams
• Targeted lists: Apply filters, logic, and enrichment rules to ensure lists are accurate and actionable
• List validation: Validate outputs against business requirements before distribution (counts, coverage, exclusions)
• Adhoc Reporting & Analysis
• Provide fast-turn support for one-off requests, delivering targeted analysis, data pulls, and custom reporting to answer specific business questions.
• Adhoc reports: Fulfill one-off data requests and custom reporting needs from sales and leadership
• Adhoc analysis: Conduct targeted analysis to answer specific business questions (performance, pipeline, flows)
• Synthesize sources: Pull, combine, and structure data from multiple sources to support decision-making
• Analysis delivery: Deliver outputs quickly with clear framing, ensuring accuracy without over-engineering
• What You’ll Need to Bring

• 2 to 4+ years of experience in revenue operations, sales operations, data analysis, or a comparable analytical role
• Strong hands-on experience with Salesforce (reports, dashboards, data structure)
• Advanced Excel skills (complex formulas, pivot tables, data cleanup, structured outputs)
• Demonstrated ability to reconcile and validate data across multiple sources
• Strong attention to detail and a track record of delivering accurate work on tight timelines
• Clear written and verbal communication; able to frame analysis for non-technical stakeholders

Nice-to-Haves

• Experience with BI / visualization tools (e.g., Tableau, Power BI, Looker)
• SQL proficiency for querying and combining data across systems
• Familiarity with the financial services / wealth management / advisor ecosystem
• Experience building segmentation and campaign lists for sales or marketing teams
• Bachelor's degree in a quantitative, business, or related field [or equivalent experience]

Why You’ll Enjoy Working at Envestnet

Help shape the future of WealthTech. At Envestnet you’ll gain hands-on experience and collaborate with some of the industry’s brightest minds to deliver meaningful, innovative solutions that make a real difference.

We value flexibility in how and where work gets done, and we recognize strong performance with meaningful rewards—because your contributions should drive both business success and your own personal growth. If you’re looking for a place where your work has impact, your development is supported, and your contributions are truly valued, Envestnet is where you can build your future.

The opportunity is now!

Sponsorship

This position is not open to candidates requiring visa sponsorship

Our Investment in You

This role offers a base salary range of $71,000 to $88,800. The range listed represents a good-faith estimate of base salary compensation for this position and does not include incentive compensation, equity or benefits. Individual pay will be determined based on factors including, but not limited to, relevant experience, skills, education, certifications, and geographic location, in accordance with applicable pay transparency laws. This role is eligible for an additional incentive component as part of the total rewards package.

We provide a comprehensive suite of benefits - subject to Envestnet’s plan eligibility rules - that support your overall well-being including, medical insurance, paid time off (PTO), 401k company match, paid parental leave, education reimbursement, disability coverage and mental health & wellness support. Our investment in you means supporting you professionally, financially, and personally at every stage of your journey with us. Please visit our benefits page on our career site to learn more.

Our Commitment to Inclusion & Belonging

Envestnet is an Equal Opportunity Employer and is committed to creating an inclusive environment for all employees and applicants. We welcome and value individuals of all backgrounds and do not discriminate based on race, color, religion, creed, sex (including pregnancy or related medical conditions), gender identity or expression, sexual orientation, national origin, ancestry, age, disability, genetic information, military or veteran status, citizenship status, or any other status protected by applicable law. We encourage individuals from all backgrounds to apply.

We strive to provide an inclusive application and interview process. If you are a candidate with a disability and require reasonable accommodation, please contact us at [email protected]. Please include your full name, the title of the role you are applying for, and the accommodation necessary to assist you with the recruiting process.

Recruitment Fraud

At Envestnet, safeguarding the trust and safety of job seekers is a top priority. We are aware that scammers may impersonate Envestnet recruiters or create fake job opportunities to deceive candidates. Review the information on our recruitment fraud awareness page to help you recognize and avoid recruitment fraud.