Sales Planning and Reporting Analyst

Join our team as a Sales Planning and Reporting Analyst, where you will play a crucial role in driving the success of our sales team. You will provide data-driven insights, develop sales plans, and generate regular reports to optimize performance and achieve sales targets. Collaborating closely with key stakeholders and cross-functional teams, you will ensure that sales strategies align with overall business goals. This role requires a strong analytical mindset, attention to detail, and effective communication skills.

We encourage you to apply if you meet the majority of the requirements because we know that skills evolve over time. If you’re willing to learn and unleash your potential alongside us, join our team!

Responsibilities

• Partner with leadership and sales teams to develop sales plans and strategies that align with organizational objectives, and assist in coordination of annual budget process & ongoing forecasting reviews.
• Analyze sales performance metrics, such as historical sales data, market trends, quotas, conversion rates, and sales pipeline data to identify opportunities and challenges, and drive actionable insights to improve sales strategies and tactics.
• Define and track key performance indicators (KPIs) to evaluate sales team performance and identify areas for improvement, and create and maintain reports and dashboards using reporting tools like Tableau, Alteryx.
• This position requires a combination of analytical skills, strategic thinking, and effective communication to succeed in a dynamic sales environment

Requirements

• Bachelor's degree in business, finance, or a related field
• Knowledge of sales processes, CRM systems (SFDC strongly preferred), and sales methodologies and best practices
• Strong analytical and problem-solving skills with a keen attention to detail and an ability to work independently and as part of a team
• Proficiency in data analysis tools and software (e.g., Tableau, Alteryx, Excel, SQL, data visualization tools)
• Ability to work with complex data sets to create impactful reports for data driven conversations and decision making
• Ability to work independently and collaborate effectively with cross-functional teams
• 5-7+ years proven experience in sales analytics, planning, or related roles
• A high degree of adaptability to changing business needs and priorities
• Excellent communication and presentation skills to convey complex data findings in a clear and understandable manner

Pay

USD 87,615 - 146,025