USA remote
Sales Planning and Reporting Analyst (USA Remote)
About this role
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. As a strategic partner and trusted advisor to sales leadership, you will collaborate closely with key stakeholders and cross-functional teams to ensure sales strategies align with overall business goals.
You will be responsible for generating reports, creating dashboards, and providing actionable insights that enhance overall efficiency within the sales organization. This role requires a strong analytical mindset, attention to detail, and the ability to communicate findings effectively. 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. Key Responsibilities: Sales Planning: Partner with leadership and sales teams to develop sales plans and strategies that align with organizational objectives. Assist in coordination of annual budget process & ongoing forecasting reviews Analyze and recommend adjustments in account segmentation to drive alignment across regions/territories.
Sales Data Analysis: Analyze sales performance metrics, such as historical sales data, market trends, quotas, conversion rates, and sales pipeline data to identify opportunities and challenges. Drive actionable insights to improve sales strategies and tactics. Collect and consolidate sales data from various sources, including CRM systems, databases, and spreadsheets. Sales Forecasting: Partner with sales leaders to set achievable sales targets and quotas.
Collaborate with sales teams to develop accurate sales forecasts, considering historical data, in-year performance, market trends, and other relevant factors. Monitor forecast accuracy and make adjustments as needed to ensure alignment with sales goals. Reporting and Dashboards: Define and track key performance indicators (KPIs) to evaluate sales team performance and identify areas for improvement. Create and maintain reports and dashboards using reporting tools like Tableau, Alteryx.