Sales Business Analyst
Core
Support sales and revenue teams through data analysis, reporting, process administration, and operational execution to improve visibility and efficiency across the sales lifecycle.
Role type
Sales Business Analyst
Builds
Sales dashboards, performance summaries, and operational workflows
Domain
Sales operations and revenue management
Deliverable
dashboards & analysis
Required skills
Sales reporting, pipeline tracking, forecasting, performance analysis, CRM data validation, sales process administration, Excel proficiency, data visualization
Preferred skills
Business intelligence tools, system testing, process documentation
Technologies
Salesforce, Excel, BI/Data visualization tools
Responsibilities
Support recurring and ad hoc reporting on pipeline, bookings, forecasting, and performance metrics; Maintain and validate sales data within CRM systems; Assist in sales process administration including territory alignment and quota tracking; Partner cross-functionally on operational workflows and system updates; Analyze sales data trends to support business planning; Contribute to leadership presentations and performance summaries; Support system enhancements and user acceptance testing.
Seniority
Individual Contributor, entry to mid-level