Full-Time Sales Planning & Reporting Analyst

Key Responsibilities:

• Sales Planning: Collaborate with leadership and sales teams to develop sales plans and strategies. Assist in coordination of annual budget process & ongoing forecasting reviews. Analyze and recommend adjustments in account segmentation.
• Sales Data Analysis: Analyze sales performance metrics, such as historical sales data, market trends, quotas, conversion rates, and sales pipeline data.
• Sales Forecasting: Work with sales leaders to set achievable sales targets and quotas. Collaborate with sales teams to develop accurate sales forecasts.
• Reporting and Dashboards: Define and track key performance indicators (KPIs) to evaluate sales team performance. Create and maintain reports and dashboards using reporting tools like Tableau, Alteryx.
• Performance Tracking: Provide regular reports and updates on KPIs to management and sales teams.
• Market Research and Competitive Analysis: Stay up-to-date with total addressable market, industry trends, competitor activities, and market dynamics.
• Collaboration and Communication: Work closely with cross-functional teams, including marketing, finance, and product operations.
• Data Management: Define data-sourcing strategy and manage the integration processes of sales data from various sources.
• Ad Hoc Analysis: Conduct ad hoc analyses as requested by the sales leadership team.
• Process Improvement: Identify process inefficiencies in sales processes and recommend improvements to increase productivity and effectiveness.

Requirements:

• 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, data visualization tools).
• Strong analytical and problem-solving skills.
• Knowledge of sales processes, CRM systems (SFDC strongly preferred).
• Excellent communication and presentation skills.

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