Sales Analytics Specialist

Responsibilities

• Perform hands‑on analysis of sales performance across the organization — pipeline, bookings, conversion, and productivity — to answer recurring and ad‑hoc questions from sales leadership.
• Turn analysis into clear, decision‑ready insights and recommendations for a non‑technical audience, not just raw reports.
• Build and maintain reporting artifacts, including tear sheets, executive summaries, and dashboards, that give stakeholders a clear, current view of the business.
• Source, validate, and reconcile data across CRM (Hub Spot, Net Suite) and ERP (Net Suite, Ormandy) systems to ensure analysis rests on accurate, trusted data.
• Investigate data quality issues and anomalies and recommend improvements to data capture and reporting.
• Structure and maintain the templates and sheets that support the sales forecasting process.
• Support sales territory planning through data preparation, mapping, and scenario set‑up.
• Partner with Division Leads and leadership to ensure planning and forecasting tools are accurate, usable, and up to date.
• Apply low‑code automation (Microsoft Power Automate) to streamline recurring reporting and data preparation, reducing manual effort.
• Build and support basic AI agents or assistants using low‑code tools such as Microsoft Copilot Studio where they improve efficiency.
• Identify manual, repetitive analytical tasks and convert them into reliable, repeatable processes.
• Work across the Sales Strategy & Operations organization to understand data and tooling needs and deliver practical solutions.
• Partner with Sales Operations, Finance, and divisional stakeholders to align definitions, data sources, and reporting standards.
• Document tools, workflows, and processes so solutions are maintainable and transferable across the team.

• Bachelor's degree in Business, Analytics, Information Systems, or a related field; equivalent experience considered.
• Approximately 3 years of experience in data analytics, business analytics, or sales operations roles.
• Some hands‑on experience with automation or low‑code tools in a business setting a plus.
• Strong proficiency in Excel for data analysis, modeling, and building structured, reusable sheets.
• Demonstrated experience analyzing business or sales data and translating it into clear insights for a non‑technical audience.
• Experience building reports and dashboards in Tableau.
• Familiarity with CRM (Hub Spot, Net Suite) and ERP (Net Suite, Ormandy) data structures.
• Comfort working across multiple systems and data sources, with strong attention to detail and data accuracy.
• Hands‑on experience using low‑code automation tools (Microsoft Power Automate) to streamline recurring work; familiarity with the broader Power Platform (Power Apps, Copilot Studio) a plus.
• Ability to work independently, prioritize across competing requests, and manage multiple deliverables.
• Experience in technology, telecom, or services/reseller environments preferred.

Demonstrates strong analytical capabilities in sales performance analysis, utilizing tools like Excel and Tableau to deliver actionable insights. Proficient in data validation and low‑code automation to enhance reporting efficiency and accuracy across CRM and ERP systems.