Sales Planning and Business Development Analyst

As a Sales Planning and Business Development Analyst, you will play a key role in driving the success of our sales team by providing data-driven insights and developing strategic plans. You will work closely with leadership and sales teams to analyze sales performance metrics, identify opportunities and challenges, and develop actionable recommendations to improve sales strategies.

• Sales Planning and Strategy: Collaborate with leadership and sales teams to develop sales plans and strategies that align with organizational objectives.
  Assist in coordination of annual budget process & ongoing forecasting reviews
  Analyze and recommend adjustments in account segmentation to drive alignment across regions/territories.

• Data Analysis: Analyze sales performance metrics, such as historical sales data, market trends, quotas, conversion rates, and sales pipeline data to identify opportunities and challenges.
  Generate actionable insights to improve sales strategies and tactics.
  Collect and consolidate sales data from various sources, including CRM systems, databases, and spreadsheets.

• Forecasting: Work with sales leaders to set achievable sales targets and quotas.
  Collaborate with sales teams to develop accurate sales forecasts, considering historical data, in-year performance, market trends, and other relevant factors.
  Monitor forecast accuracy and make adjustments as needed to ensure alignment with sales goals.

• Reporting and Dashboards: Define and track key performance indicators (KPIs) to evaluate sales team performance and identify areas for improvement.
  Create and maintain reports and dashboards using reporting tools like Tableau, Alteryx.
  Develop automated reporting processes to ensure timely and accurate delivery of sales reports to stakeholders.

• Performance Tracking: Provide regular reports and updates on KPIs to management and sales teams.
  Communicate insights and performance updates to sales leadership and other relevant stakeholders through clear and concise reports and presentations.
  Provide feedback and recommendations to improve sales team performance.

• Market Research and Competitive Analysis: Stay up-to-date with total addressable market, industry trends, competitor activities, and market dynamics.
  Conduct competitive analysis to identify opportunities and threats in the market.
  Use market insights to make proactive recommendations for sales strategies and tactics.

• Collaboration and Communication: Work closely with cross-functional teams, including marketing, finance, and product operations, to ensure alignment of sales strategies.
  Provide regional pricing support.
  Work with Finance and the Sales teams to provide assistance with sales incentive and commissions compensation administration on an as-needed basis.

• Data Management: Define data-sourcing strategy and manage the integration processes of sales data from various sources, including CRM systems, spreadsheets, and databases.
  Conduct regular data audits to critically evaluate information gathered from multiple sources, reconcile conflicts to ensure data accuracy and integrity.
  Troubleshoot and resolve data-related issues as they arise.

• Ad Hoc Analysis: Conduct ad hoc analyses as requested by the sales leadership team.
  Provide support to the sales team by answering data-related inquiries and offering training as necessary.

• Process Improvement: Identify process inefficiencies in sales processes and recommend improvements to increase productivity and effectiveness.
  Work with cross-functional teams to implement process enhancements and monitor their impact.
  Support the operational implementation of acquisitions into standard process, driving for process optimization continuously.

Requirements: Bachelor's degree in business, finance, or 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, data visualization tools).