Sales Planning and Reporting Analyst

Role Overview

The Sales Planning and Reporting Analyst will play a pivotal role in driving the success of the sales team by providing data-driven insights, developing sales plans, and generating regular reports to help streamline operations, optimize performance, and achieve sales targets.

What You Will Do

Key responsibilities include analyzing sales performance metrics, defining and tracking key performance indicators (KPIs), creating and maintaining reports and dashboards, and providing regular reports and updates on KPIs to management and sales teams.

Why It Might Be a Fit

The ideal candidate will have a strong analytical mindset, attention to detail, and the ability to communicate findings effectively, with 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
• 5-7+ years proven experience in sales analytics, planning, or related roles
• Proficiency in data analysis tools and software (e.g., Tableau, Alteryx, Excel, SQL, data visualization tools)
• Strong analytical and problem-solving skills with a keen attention to detail and an ability to work independently and as part of a team
• Knowledge of sales processes, CRM systems (SFDC strongly preferred), and sales methodologies and best practices
• Excellent communication and presentation skills to convey complex data findings in a clear and understandable manner
• 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
• A high degree of adaptability to changing business needs and priorities

Benefits

• Remote First Culture
• Health Care Coverage
• Education Reimbursement
• Competitive Paid Time Off
• Self-Care Days
• National Holidays
• 2 Founder Days + Juneteenth Observed
• Paid Volunteer Time Off
• Charitable Contribution Match
• Monthly Wellness or Home Office Reimbursement
• Access to Employee Assistance Program (mental health platform)
• Parental Leave
• Retirement Plan with match/contribution