Lead Sales Strategy & Planning Analyst
Core
Build the trusted analytical foundation for Partner Ecosystem and Strategic Engagement by developing recurring performance reporting, analyzing pipeline and forecast data, and translating complex information into clear findings that support business decisions.
Role type
Lead Sales Strategy & Planning Analyst (Analytics & Insights)
Builds
Recurring dashboards, scorecards, performance views, and executive reporting outputs for partner and strategic engagement teams.
Domain
SaaS / Workforce Management / Sales Operations
Deliverable
dashboards & analysis
Required skills
Data interpretation, Dashboard design, Reporting, Analytical storytelling, Structured problem-solving, Data quality discipline, Metric logic documentation, Scenario modeling, Trend analysis, Variance analysis
Preferred skills
Business analytics, Sales operations analytics, GTM analytics, CRM experience, Forecasting, BI tools, Business-performance data analysis
Technologies
CRM, BI, Forecasting tools
Responsibilities
Analyze pipeline, bookings, forecasts, activity, and agreed-upon business metrics; Identify trends, variances, anomalies, and performance patterns; Develop segment, partner, account, territory, and comparative analyses; Build and maintain recurring dashboards, scorecards, and performance views; Create repeatable weekly, monthly, and executive reporting outputs; Translate business requirements into clear analytical products and reporting specifications; Surface material variances, risks, and areas requiring further business investigation; Support scenario modeling and strategic planning with fact-based analysis; Monitor data consistency, tagging, and reporting inputs; Document key performance indicator (KPI) logic, metric definitions, assumptions, and source lineage; Produce Partner Ecosystem and Strategic Engagement dashboards, pipeline and forecast views, partner creation and co-sell measurement, trend and exception analyses, and executive analytical exhibits; Provide ad hoc strategic analysis and decision support as needed.
