143 applicants

Company

Stratus · 12 hours ago

Sales Insights Analyst

United States

Full-time

Remote

Mid Level

4+ years exp

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Responsibilities

Develop and maintain sales dashboards and reports that provide actionable insights into pipeline health, deal progress, win rates, and key performance metrics in spreadsheets, dashboarding solutions, and within Salesforce

Ensure accuracy and consistency of sales reports, including pipeline data, revenue forecasting, and performance tracking.

Communicate updates or changes in reporting processes and metrics to stakeholders effectively to ensure alignment and proper usage.

Collaborate with the sales team to identify and refine data points critical for decision-making and strategic planning.

Conduct in-depth analyses to uncover sales trends, opportunities, and risks, providing recommendations to sales leadership.

Perform root-cause analyses to address sales challenges and inform data-driven strategies to meet revenue goals.

Present data-driven insights with clarity, tailoring communication to varying audiences, from sales representatives to executive leaders.

Seek innovative tools and methodologies to enhance analysis and reporting accuracy.

Regularly monitor and analyze pipeline data to ensure visibility into deal stages, potential revenue, and risks.

Support sales forecasting by refining models and collaborating with sales leadership to ensure alignment with business objectives.

Assist in defining and maintaining routine reporting processes for KPIs and SLAs to tracking key metrics that drive sales efficiency including metrics around win rate, conversion rate, activity volume, quota attainment, and pipeline coverage/aging.

Partner with sales teams to understand data requirements and ensure alignment with business objectives.

Work alongside other analytics team members to ensure best practices in data handling, reporting, and analysis.

Support IT and data governance teams in ensuring the accuracy and availability of sales-related data.

Confidently present findings and recommendations to C-suite leaders and other stakeholders, maintaining clear communication with direct supervisors.

Act as sales subject matter expert in enterprise projects and projects in adjacent departments (marketing, customer success, pricing etc.)

Identify inefficiencies in sales reporting or data processes and recommend improvements.

Actively contribute to the transition to advanced reporting and analytics platforms, ensuring a seamless adoption for the sales department.

Participate as a subject matter expert in sales-related IT projects, including CRM upgrades, ERP integrations, and data architecture improvements.

Evaluate and implement new tools to improve the visibility, functionality, and usability of sales data and insights.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

SalesforcePower BITableauMicrosoft ExcelPythonSQLData AnalysisData ReportingRevenue ForecastingCollaboration Skills

Required

Minimum of 4 years in a data/analytics role, preferably with a focus on sales or business operations.

Experience with sales reporting, ideally using Salesforce.

Expertise in reporting tools like Power BI or Tableau.

Advanced proficiency in Microsoft Excel; familiarity with Word and PowerPoint.

Strong verbal and written communication skills, with the ability to translate technical details into actionable insights.

Proven ability to collaborate effectively with teams at all levels of the organization.

Analytical and problem-solving mindset with a proactive approach to challenges.

Preferred

Degree in business, finance, computer/data science, information systems, statistics, analytics, or a related field.

Knowledge of Python and SQL (or similar tools).

Financial acumen and experience with revenue forecasting or sales budgeting.

Benefits

Medical, Dental, Vision coverage options

Flexible Spending & Health Savings Accounts

Company paid Life Insurance

401k with Employer Contribution

Company paid Short/Long Term Disability

Generous Paid Time Off program + Holidays

Career Growth Opportunities and Career Mapping

Additional perks including Pet Insurance, Employee Assistance Program, Educational Assistance Program (Non-Union employees), Identity Theft Protection, Critical Illness Plans, Commuter Benefits and various employee discount offerings from our Vendors

Per diems available when traveling