Sales Planning & Reporting Analyst - Remote

Overview

The Sales Planning & Reporting Analyst plays 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.

In Short

• Collaborate with sales leadership to develop sales plans and strategies.
• Analyze sales performance metrics and generate actionable insights.
• Work with sales leaders to set achievable sales targets and quotas.
• Create and maintain reports and dashboards using tools like Tableau.
• Provide regular reports on KPIs to management and sales teams.
• Conduct market research and competitive analysis.
• Work closely with cross-functional teams to ensure alignment of strategies.
• Manage data integration processes and conduct audits for accuracy.
• Identify process inefficiencies and recommend improvements.
• Support ad hoc analyses as needed by the sales leadership team.

Requirements

• Bachelor's degree in business, finance, or a related field.
• 5+ years of experience in sales analytics or planning roles.
• Proficiency in data analysis tools (e.g., Tableau, Alteryx, Excel).
• Strong analytical and problem-solving skills.
• Knowledge of sales processes and CRM systems.
• Excellent communication and presentation skills.
• Ability to work independently and collaboratively.
• Adaptability to changing business needs.

Benefits

• Remote First Culture.
• Health Care Coverage.
• Education Reimbursement.
• Competitive Paid Time Off.
• Self-Care Days and National Holidays.
• Paid Volunteer Time.
• Access to mental health platforms.
• Retirement Plan with match/contribution.