Sales Analyst

We are seeking a Sales & Business Analyst to support sales growth, client relationships, and business performance through a combination of analytical insight, operational support, and consultative sales. This role will work closely with leadership and client-facing teams to identify opportunities, analyze business trends, and help develop solutions that improve client outcomes.

The ideal candidate has experience in professional services
, strong analytical and communication skills, and the ability to translate data into actionable business recommendations. This is a great opportunity for someone who enjoys working at the intersection of sales, and business analysis
.

Key Responsibilities

• Support the sales team in identifying new business opportunities and expanding existing client relationships.
• Develop a strong understanding of client needs, business objectives, and industry trends.
• Assist with client presentations, proposals, and business development materials.
• Partner with sales and account management teams to track opportunities, client activity, and revenue potential.
• Conduct market and competitive research to support sales strategies and client recommendations.
• Help identify opportunities to improve client engagement, retention, and overall business performance.

Business Analysis & Reporting

• Track, analyze, and report on sales performance, revenue, client activity, and key business metrics.
• Prepare recurring reports, dashboards, and presentations for leadership and internal stakeholders.
• Analyze trends, identify opportunities, and provide recommendations to support business decisions.
• Assist with forecasting, pipeline analysis, and performance tracking.
• Maintain accurate CRM and business data, ensuring information is organized and up to date.
• Support the development and improvement of reporting processes, analytical tools, and business workflows.

Cross-Functional Collaboration

• Work closely with sales, account management, operations, and leadership teams to support business objectives.
• Translate complex data and business information into clear, actionable insights.
• Assist with special projects, process improvements, and strategic initiatives.
• Help ensure client and business information is communicated effectively across teams.

Qualifications

• 3+ years of experience in sales analysis, business analysis, account management, sales operations, or a related field.
• Experience working in a professional services environment is required.
• Strong understanding of client relationships, consultative sales, and business development.
• Experience analyzing sales, revenue, pipeline, or client performance data.
• Strong Excel skills, including data analysis, reporting, and creating charts or dashboards.
• Bachelor’s degree in Business, Marketing, Finance, Analytics, or a related field preferred.

Preferred Qualifications

• Experience with CRM systems such as Salesforce, Hub Spot, or similar platforms.
• Experience supporting professional services clients, including consulting, staffing, recruiting, legal, accounting, or other client-service organizations.
• Familiarity with Power BI, Tableau, or other business intelligence tools.