Senior Analyst, Sales Intelligence

About the Role

Key Responsibilities

• Design, build, and maintain operational sales dashboards providing real-time visibility into sales performance, pipeline health, forecast accuracy, and industry-specific growth trends.
• Work with Data & Analytics product managers to curate requirements for growth-related data products.
• Use growth data products to conduct detailed pipeline analyses, including conversion rates, velocity metrics, win/loss studies, and bottleneck identification to drive process improvements and competitive insights.
• Translate complex analyses into clear, actionable insights and recommendations for sales leadership through compelling visualizations and presentations.
• Serve as the technical subject matter expert for sales data within Microsoft Dynamics 365 CRM, creating custom views and reports for sales analysis.
• Collaborate with IT, Data & Analytics, and leadership teams to define data requirements, ensure data quality and integrity within sales systems, and improve data collection processes for sales analytics.
• Create standard processes for sales data extraction, transformation, and analysis while continuously refining analytical methodologies for improved accuracy.
• Partner with marketing and client intelligence teams to develop holistic customer journeys and identify cross-functional improvement opportunities.
• Work directly with industry teams to provide customized sales intelligence tailored to specific market segments and client needs.
• Build strategic relationships with sales leaders to understand information requirements and ensure analytics deliverables maximize business value and adoption.

Requirements

• Bachelor's degree in business analytics, statistics, economics, data science, or related field; master's degree preferred.
• 5+ years of experience in advanced data analytics.
• 5+ years of experience in sales intelligence, including leads and client analysis.
• 5+ years of experience in Power BI/Data Bricks, including data modeling, visualization, and dashboard creation.
• 5+ years of experience in database querying (SQL) and data transformation tools.
• Advanced proficiency in Microsoft Dynamics 365 (D365 CRM) in developing custom views and analysis.
• Highly proficient in Excel (pivot tables, formulas, data visualization, etc.).
• Experience in leveraging AI to develop more efficient processes and analysis.

Nice to Have

• Experience in leveraging AI to develop more efficient processes and analysis.

Benefits & Perks

• Estimated base pay range of $97,000 to $130,000, with potential for future salary increases.
• Annual discretionary bonus based on performance.
• Eight health plan options (HMO & PPO), dental and vision coverage.
• Opportunity to enroll in HSA with potential Firm contribution.
• Employee Assistance Program.
• Firm-sponsored basic life, short and long-term disability coverage.
• 401(k) savings plan & profit share with Firm matching contribution.
• Well-being incentive, education & certification assistance.
• Flexible time off, family care leave, parental leave, family formation benefits.
• Cell phone reimbursement and travel rewards.
• Voluntary benefits including critical illness & accident insurance, hospital indemnity, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D.