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10 hours ago
This Sales Data Analyst role involves uncovering insights at the intersection of data and strategy. The position requires analyzing sales performance, building dashboards, partnering with cross-functional teams, and delivering actionable data-driven recommendations that drive revenue growth, operational efficiency, and informed decision-making.
Key responsibilities include:
- Analyzing sales performance, pipeline, conversion, and client data to identify trends, patterns, and opportunities for improvement.
- Building and maintaining dashboards and reports that provide visibility into key performance indicators (KPIs), conversion rates, and sales cycle dynamics.
- Partnering with Sales, Marketing, and Customer Success teams to evaluate campaign effectiveness, client segmentation, and territory planning.
- Supporting forecasting, segmentation, and quota-setting initiatives.
- Collaborating with Sales Operations to improve CRM data quality, reporting structures, and process automation.
- Communicating findings in a clear, actionable way to both technical and non-technical stakeholders.
- Bachelor's Degree in a related field.
- Minimum of three years of experience in data analytics, preferably in a SaaS or fintech environment.
- At least two to three years of hands-on experience using Salesforce as part of daily work responsibilities.
- Demonstrated proficiency in Microsoft Excel, including advanced functions and data analysis.
- Proven experience using Salesforce software for managing data and supporting business processes.
- Curious, collaborative mindset with strong problem-solving skills.
- Clear and coherent communication of data-driven insights, valuing diverse input and stakeholder needs.
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