About the position
This role supports the Sales organization by transforming data into actionable insights that enhance commercial execution, CRM utilization, and strategic decision-making. This role is critical in developing consistent reporting, monitoring sales performance, and ensuring data accuracy across systems. Working cross-functionally with Finance, Product Management, Supply Chain, and Sales Leadership, the Analyst helps standardize processes, strengthen forecasting accuracy, and drive a culture of data-informed accountability.
Responsibilities
• Develop and maintain CRM dashboards and performance reports for sales leadership and management
• Monitor data accuracy, identify gaps or inconsistencies, and partner with the CRM admin to improve data quality and compliance with governance standards
• Serve as a secondary system resource, capable of performing light admin tasks when needed
• Support monthly and quarterly forecasting cycles through data collection, pipeline validation, and variance analysis
• Analyze sales performance by segment, region, or account to identify trends and opportunities
• Contribute to financial modeling and performance projections that inform strategic decisions
• Build and maintain Power BI and Excel-based dashboards to measure KPIs across sales, pricing, and customer engagement
• Deliver recurring and ad hoc reports to support leadership visibility and strategic reviews
• Support quarterly business (QBR) preparation through data visualization and insight summaries
• Document and refine CRM-related workflows to enhance efficiency and consistency
• Identify process bottlenecks or data gaps, proposing solutions to improve sales operations effectiveness
• Collaborate on change management and training initiatives to drive system adoption and performance visibility
• Partner with Finance, Product Management, and Supply Chain to ensure data alignment across business functions
• Support integrated business planning to ensure consistent reporting and shared metrics
• Contribute to strategic initiatives that improve commercial performance and organizational alignment
• Related tasks as requested by supervisor
Requirements
• Bachelor’s degree in Business, Marketing, Analytics or related field.
• 2-4 years of experience in business analysis, sales operations, or performance reporting
• Strong analytical and problem-solving skills with proficiency in Excel, Power BI, and CRM systems (Microsoft Dynamics preferred)
• Demonstrated ability to translate data into insights that drive business outcomes
• Excellent organizational skills and attention to detail
• Strong analytical and financial modeling skills.
• Strong interpersonal and communication abilities to collaborate across departments
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