Description

The Sales Analyst is responsible for transforming sales, marketing, customer, and market data into actionable insights that drive revenue growth, sales effectiveness, and customer retention. This role partners closely with sales, marketing, product, and operational teams to identify opportunities, improve processes, develop reporting solutions, and support data-driven decision-making. The ideal candidate is analytical, business-minded, and skilled at turning complex data into meaningful recommendations.

Key Responsibilities

Analyze sales, marketing, customer, and market data to identify trends, opportunities, and business risks
Develop account targeting strategies, customer profiles, and sales playbooks to support revenue growth initiatives
Partner with cross-functional stakeholders to understand business objectives and deliver data-driven reporting solutions
Evaluate sales processes and workflows to identify bottlenecks and improve pipeline efficiency
Analyze customer, product, competitive, and market dynamics and provide actionable recommendations to leadership
Develop and maintain dashboards, reports, KPIs, and data visualizations using Power BI and other reporting tools
Utilize CRM data to support sales strategy, forecasting, customer segmentation, and opportunity management
Recommend improvements to customer data collection, data quality, and reporting processes
Research and evaluate external data sources to support market analysis, prospect identification, and business development initiatives
Support sales enablement, marketing programs, and customer feedback analysis through data-driven insights
Participate in data governance efforts to maintain data accuracy, consistency, and integrity across systems
Assist with special projects and ad hoc analysis as needed

Requirements

Bachelor’s degree in Business, Analytics, or related field required; MBA or master's degree a plus
5+ years of experience in sales analysis, business analytics, forecasting, reporting, or CRM analysis
Experience supporting sales teams and revenue-generating functions
Strong proficiency with Power BI, Microsoft Excel, and CRM platforms such as Salesforce or similar systems
Foundational SQL skills required
Strong analytical, problem-solving, and investigative abilities with a keen attention to detail
Excellent written and verbal communication skills with the ability to present findings to both technical and non-technical stakeholders
Self-motivated, collaborative, and adaptable in a fast-paced environment
Ability to manage multiple priorities while delivering accurate and actionable insights
Power BI Data Analyst certification or equivalent strongly preferred

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