Sales Analyst

Ametros is changing the way individuals navigate healthcare by providing them with the tools and support necessary to make educated decisions on how to spend their medical funds. Ametros's team works closely with patients, insurers, employers, attorneys, brokers, medical providers, and Medicare to create a seamless experience for our clients. Our flagship product is revolutionizing the way funds from insurance claim settlements are administered after settlement.

Ametros continues to innovate, bringing new solutions to the market with the goal of simplifying healthcare for our clients. We make managing medical funds safe, effortless, and cost effective for everyone.

The Sales Analytics and Reporting Analyst will be embedded within the sales organization. This individual will serve as the analytical backbone for sales leadership, providing actionable insights that drive strategy, improve conversion rates, and enhance client engagement and reporting. This role will be responsible for analyzing referral and conversion data, supporting territory planning, stewardship strategy and develop/refine client-facing and specific reporting content.

The analyst will also play a key role in post-implementation tracking, helping measure the impact of programs like Care Guard and proof‑of‑concept initiatives.

• Analyze sales data to identify trends, opportunities, and performance gaps across teams, regions, and products.

• Build and maintain dashboards and reports in Power BI (or other BI tools) to support real‑time visibility into KPIs.

• Monitor sales pipeline health and forecast accuracy in CRM (MS Dynamics, Salesforce, etc.).

• Provide ad‑hoc analysis and insights to support revenue operations and executive decision‑making.

• Utilize AI tools to develop effective and reliable predictive models.

• Partner with Sales Leadership and Rev Ops to define sales targets, quotas, and performance metrics.

• Support territory design, segmentation, and account assignments based on data‑driven insights.

• Contribute to annual and quarterly sales planning, including headcount modeling and resource allocation.

• Evaluate the effectiveness of sales strategies, campaigns, and incentive programs.

• Identify process inefficiencies in lead management, opportunity progression, and reporting workflows.

• Recommend and implement improvements to sales processes and tools to increase efficiency.

• Collaborate with Sales Enablement to align training initiatives with data‑driven insights.

• Partner with Finance to align revenue forecasts with financial models and budgets.

• Collaborate with Marketing to measure lead quality, conversion rates, and campaign ROI.

• Work with Product teams to provide insights on market trends, customer behavior, and competitive intelligence.

• Ensure accuracy and integrity of sales data across CRM, BI, and reporting systems.

• Maintain data governance standards and support compliance reporting as required (e.g., Medicare/insurance industry reporting).

• Strong proficiency in business intelligence tools (Power BI, Tableau, or equivalent).

• Advanced skills in Excel (pivot tables, VLOOKUP, modeling, etc.).

• Solid understanding of CRM platforms (MS Dynamics, Salesforce, or similar).

• Strong analytical and problem‑solving abilities with attention to detail.

• Ability to translate complex data into clear, actionable insights for non‑technical audiences.

• Strong organizational and project management skills with ability to juggle multiple priorities.

• Excellent communication and presentation skills, both written and verbal.

• Ability to collaborate effectively with cross‑functional partners (Sales, Finance, Marketing, Product, Rev Ops).

• Familiarity with data governance, reporting standards, and compliance‑related reporting.

• Knowledge of SQL or other data query languages for deeper analysis.

• Background in process improvement methodologies (Lean Six Sigma, Agile, etc.).

• Exposure to predictive analytics, AI‑driven sales forecasting, or advanced statistical modeling.

• Comfort working in fast‑paced, high‑growth environments.

• Strong business acumen with the ability to connect data insights to revenue strategy.

• H.S. Diploma or…