Sales Planning and Reporting Analyst

Role Overview

The Sales Planning and Reporting Analyst plays a critical role in helping the organization make informed decisions, optimize sales strategies, and ultimately drive revenue growth. This position requires a combination of analytical skills, strategic thinking, and effective communication to succeed in a dynamic sales environment.

What You Will Do

The Sales Planning and Reporting Analyst will provide data-driven insights, develop sales plans, and generate regular reports to help streamline operations, optimize performance, and achieve sales targets.

Why It Might Be a Fit

This role requires a strong analytical mindset, attention to detail, and the ability to communicate findings effectively. The ideal candidate will have 5-7+ years of experience in sales analytics, planning, or related roles.

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

• 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