Sales Planning and Reporting Analyst

Role Overview

As a Sales Planning and Reporting Analyst, you 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 sales planning, data analysis, forecasting, reporting, and dashboards, as well as collaboration and communication with cross-functional teams.

Why It Might Be a Fit

This role requires a strong analytical mindset, attention to detail, and the ability to communicate findings effectively, making it a good fit for someone with 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

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