Sales Planning and Reporting Analyst (USA Remote)
Core
Partner with sales leadership to develop sales plans, forecasts, and strategies while generating data-driven insights and dashboards to optimize performance and drive revenue growth.
Role type
Senior Sales Planning and Reporting Analyst
Builds
Sales plans, forecasts, KPI dashboards, and automated reporting processes
Domain
Sales operations and analytics
Deliverable
dashboards & analysis
Required skills
Sales analytics, forecasting, data visualization, SQL, Tableau, Alteryx, CRM management, budget coordination, market research, process improvement
Preferred skills
Salesforce (SFDC) expertise, experience with acquisitions integration
Technologies
Tableau, Alteryx, SQL, Excel, CRM systems (SFDC)
Responsibilities
Develop sales plans and strategies aligned with organizational objectives; analyze sales performance metrics and pipeline data to identify opportunities; create and maintain KPI dashboards and automated reports; collaborate with cross-functional teams on budget processes and forecasting; conduct market research and competitive analysis; manage data sourcing strategies and perform data audits.
Seniority
Senior, hands-on IC
