Sales Performance Insights Specialist

2 days ago

Mabalacat, Central Luzon, Philippines beBeeBusiness Full time ₱6,000,000 - ₱8,000,000
Job Description:

As a Sales Planning and Reporting Analyst, you will play a pivotal role in driving the success of the sales team by providing data-driven insights. You will collaborate closely with sales leadership and other cross-functional teams to ensure that sales strategies align with overall business goals.

Key Responsibilities:
  1. Sales Planning
    • 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.
  2. Sales 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.
  3. Sales Forecasting
    • Set achievable sales targets and quotas with sales leaders.
    • 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.
  4. 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.
  5. 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.
  6. 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.
  7. 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.
  8. 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.
  9. 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.
  10. 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.

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