Sales Reporting Analyst

Job Purpose

We are seeking a dynamic and analytical Sales Reporting Analyst to join our team. This role emphasizes bridging the gap between data insights and business needs, providing strategic recommendations, and enabling the sales team with valuable customer data and insights. The successful candidate will be responsible for data clean-up, report and dashboard building and, most importantly, conducting in-depth analysis to support business processes and decision-making.

Key Responsibilities

  • Business Analysis:
    • Conduct in-depth analysis to identify trends, patterns, and insights that are critical to business processes and objectives.
    • Understand and document business requirements to ensure data and analysis align with business needs.
    • Provide strategic recommendations based on data insights to support business growth and efficiency.
  • Data Clean-Up:
    • Perform data cleaning tasks to ensure the accuracy and consistency of data, including removing duplicates, correcting errors, and standardizing formats.
    • Maintain data quality by regularly reviewing and updating data entries in CRM systems and other databases.
  • Reporting:
    • Develop and maintain reports to support business analysis and decision-making.
    • Utilize tools like Excel and Power BI to create reports that provide actionable insights.
    • Ensure timely and accurate delivery of reports to relevant stakeholders.
  • Sales Enablement:
    • Provide the sales team with comprehensive customer data and insights to support relationship-based selling.
    • Help salespeople understand customer interactions and assets, enabling strategic engagement and long-term relationship building.
    • Develop dashboards and reports that give sales teams a 360-degree view of customers.
  • Data Analysis and Insights:
    • Analyze customer data to provide insights that support sales strategies and business objectives.
    • Identify opportunities for improving sales processes and customer engagement based on data findings.
    • Prepare detailed analysis reports and presentations to communicate insights to stakeholders.
  • Collaboration:
    • Work closely with cross-functional teams, including sales, marketing, and customer service, to understand their data needs and provide relevant insights.
    • Participate in meetings to discuss business strategies and how data analysis can support these initiatives.
    • Collaborate with IT and data management teams to ensure data integrity and accessibility.
  • Documentation:
    • Document business processes, data analysis methodologies, and findings.
    • Maintain comprehensive records of data sources, transformations, and analysis results.
    • Prepare user guides/documentation to help stakeholders understand and utilize data reports and insights effectively.
  • Continuous Improvement:
    • Stay updated with the latest business analysis tools and techniques.
    • Propose improvements to data collection, analysis, and reporting processes.
    • Seek opportunities to enhance the use of data in strategic decision-making.

Required Skills

  • Experience with CRM software (e.g., Salesforce, HubSpot).
  • Familiarity with data comparison and validation techniques.
  • Basic understanding of external databases and data sources, such as LinkedIn, industry-specific databases, or public datasets.

Required Experience

  • Bachelor’s degree in Business, Data Analytics, Information Systems, or a related field.
  • Strong analytical and problem-solving skills, with the ability to identify and resolve data discrepancies.
  • Proficiency in Microsoft Excel and experience with business intelligence tools such as Power BI.
  • Experience in data cleaning and ensuring data quality.
  • Excellent attention to detail and accuracy in data analysis and reporting.
  • Understanding of CRM systems (e.g., Salesforce, HubSpot) and databases.
  • Ability to understand and document business processes and data flows.
  • Strong communication skills, both written and verbal, with the ability to present data findings and strategic recommendations effectively.
  • Self-starter with the ability to work independently and as part of a team.

Tungsten Automation is an Equal Opportunity Employer M/F/Disability/Vets

While the job description describes what is anticipated as the requirements of the position, the job requirements are subject to change based upon any changing needs and requirements of the business.

The base salary range for this role, across the US, is $60,000 – $85,000.  Your actual base pay within this range will be determined by your work location as well as skills, qualifications, experience, and relevant education/training. The range provided reflects only the base salary for the role and does not include benefits.

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