
Sales Performance Insights Specialist
6 days ago
The Sales Data Analyst is responsible for uncovering insights at the intersection of data and strategy.
This role analyzes sales performance, builds dashboards, partners with cross-functional teams, and delivers actionable data-driven recommendations that drive revenue growth, operational efficiency, and informed decision-making.
Key responsibilities include:
- Analyze sales performance, pipeline, conversion, and client data to identify trends, patterns, and opportunities for improvement.
- Build and maintain dashboards and reports that provide visibility into KPIs, conversion rates, and sales cycle dynamics.
- Partner with Sales, Marketing, and Customer Success teams to evaluate campaign effectiveness, client segmentation, and territory planning.
- Support forecasting, segmentation, and quota-setting initiatives.
- Collaborate with Sales Operations to improve CRM data quality, reporting structures, and process automation.
Required Qualifications:
- Bachelor's Degree in a related field
- Minimum three years of experience in data analytics, preferably in a SaaS, fintech, or startup environment
- Proven proficiency in Microsoft Excel and Salesforce software
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