Principal Sales Data Analyst

About the Role

Key Responsibilities

• Set and evolve the analytics roadmap by translating revenue department goals into a multi-quarter plan for reporting, data models, and governance, then track progress and adjust as priorities shift.
• Build a robust data foundation by designing scalable Snowflake schemas, optimizing complex SQL, and developing well-tested dbt models.
• Turn data into insight by integrating CRM, product-usage, and financial datasets to surface KPIs around pipeline health, churn, bookings, and conversion trends, and craft clear recommendations.
• Design actionable dashboards in Salesforce CRM Analytics, providing self-service insights for reps and managers.
• Close Salesforce data gaps by diagnosing workflow and schema issues, partnering with Sales Ops and Engineering on fixes, and enforcing data-governance standards.
• Drive data sourcing for new sales tools and initiatives by leading lean ETL pipelines and schema design to ensure projects launch with clean, trustworthy data.
• Influence decisions by presenting findings and options to Sales & Service leadership, anticipating questions, and guiding data-driven choices.
• Mentor peers through code reviews, advanced training sessions, and daily modeling of best practices.
• Document and share knowledge, keeping data models, metric definitions, and reporting protocols current as systems and processes evolve.
• Manage multiple high-impact projects, balancing diverse stakeholder needs while delivering on time and to specifications.

Requirements

• Bachelor's degree in business, finance, or a related analytical field.
• 6-8+ years of experience in an analytical role, ideally within SaaS, data strategy, or consulting environments.
• Deep expertise in Salesforce architecture, including object models, hierarchies, and reporting.
• Proven track record diagnosing data-quality issues, designing schema or process fixes, and partnering with Engineering teams to deliver scalable improvements.
• Excellent written and oral communication skills, with the ability to translate complex data insights into clear, actionable recommendations.
• Proficiency in SQL and advanced data modeling techniques.
• Comfortable with Git workflows (branching, pull requests, code reviews); dbt experience is a plus.
• Proficiency in advanced data visualization tools like Tableau, CRM Analytics, Looker, or equivalent.
• Solid understanding of SaaS Sales KPIs and Monthly Recurring Revenue (MRR).
• Driven by the challenge of enabling sales reps and leadership to achieve targets through data-driven insights.

Nice to Have

• Experience with dbt.
• Experience with advanced data visualization tools such as Tableau, Looker, or equivalent.
• Familiarity with SaaS sales KPIs and MRR.

Qualifications

• Bachelor's degree in business, finance, or a related analytical field.
• 6-8+ years of experience in an analytical role.

Benefits & Perks

• Best-in-class benefits and compensation, including equity for all employees.
• Career development and corporate giving programs.
• Employee resource groups (ERGs) and communities.
• Flexible hybrid work model and robust time off policies.
• Perks like daily free lunch, a new car discount, meditation and fitness apps, commuting cost coverage.