
Sales Analytics Specialist
2 days ago
Drive Sales Growth
">This role involves collaborating with leadership and sales teams to develop data-driven sales strategies that align with the organization's objectives. As a Sales Planning and Reporting Analyst, you will play a pivotal role in driving sales growth by providing insights, developing sales plans, and generating regular reports to help streamline operations, optimize performance, and achieve sales targets.
You will work closely with cross-functional teams, including marketing, finance, and product operations, to ensure alignment of sales strategies. This requires strong analytical skills, attention to detail, and the ability to communicate findings effectively to key stakeholders.
The Sales Planning and Reporting Analyst plays a critical role in helping the organization make informed decisions, optimize sales strategies, and ultimately drive revenue growth.
Key Responsibilities:
- Collaborate with leadership and sales teams to develop data-driven sales strategies.
- Analyze and recommend adjustments in account segmentation to drive alignment across regions/territories.
- Assist in coordination of annual budget process & ongoing forecasting reviews
- Collect and consolidate sales data from various sources, including CRM systems, databases, and spreadsheets.
- Work with sales leaders to set achievable sales targets and quotas.
- Monitor forecast accuracy and make adjustments as needed to ensure alignment with sales goals.
- Define and track key performance indicators (KPIs) to evaluate sales team performance and identify areas for improvement.
- Provide actionable insights based on data analysis to help sales managers make informed decisions.
- Communicate insights and performance updates to sales leadership and other relevant stakeholders through clear and concise reports and presentations.
- Identify process inefficiencies in sales processes and recommend improvements to increase productivity and effectiveness.
Qualifications:
- Bachelor's degree in business, finance, or a related field.
- 5+ years proven experience in sales analytics, planning, or related roles.
- Proficiency in data analysis tools and software (e.g., Tableau, Alteryx, Excel, SQL).
- Strong analytical and problem-solving skills with a keen attention to detail and an ability to work independently and as part of a team.
- Knowledge of sales processes, CRM systems (SFDC strongly preferred), and sales methodologies and best practices.
- Excellent communication and presentation skills to convey complex data findings in a clear and understandable manner.
- Ability to work with complex data sets to create impactful reports for data driven conversations and decision making.
Benefits:
- Competitive paid time off.
- 4 self-care days per year.
- National holidays.
- Charitable contribution match.
- Monthly wellness or home office reimbursement.
- Access to modern health (mental health platform).
- Retirement plan with match/contribution.
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