Sales and Data Analyst

Event Source•Valley View, OH

11d•$65,000 - $80,000•Onsite

About The Position

The Sales and Data Analyst analyzes sales data, develops and maintains reporting, optimizes CRM processes, and identifies opportunities to improve sales performance and operational efficiency. The role works closely with the VP of Sales and Marketing and other stakeholders to support strategic initiatives, provide actionable insights, improve data accuracy and visibility, and enable informed business decisions and continued sales growth. Responsibilities span sales data analysis and reporting, CRM and sales process optimization, market and competitor research, process improvement and automation, sales operations support, and team collaboration. The analyst develops reports and dashboards, monitors key sales metrics, maintains reliable CRM data, researches market trends, recommends improvements, supports forecasting and planning, and communicates findings to stakeholders. The position is office-based, with some exposure to warehouse environments that may not be heated or air-conditioned. Reasonable accommodations will be provided to enable individuals with disabilities to perform essential functions. Salary is $65,000–$80,000. Health, dental, vision, and 401(k) eligibility begin after 60 days. The role also offers 96 hours of annual PTO, prorated based on hire date, employee rental discounts, and a referral program.

Requirements

Bachelor’s degree in Business, Data Analytics, Economics, Marketing, or a related field is preferred.
1–3 years of experience in data analysis, sales operations, reporting, or a related field is preferred.
Strong analytical skills.
Proficiency in Excel and experience with data visualization tools such as Power BI or Tableau.
Working knowledge of sales processes, CRM systems, and business analytics.
Detail-oriented, with strong organizational and problem-solving skills.
Ability to work independently and collaborate effectively with a team.
Strong written and verbal communication skills.
Proficiency in Microsoft Office Suite.
Must complete a Predictive Index Behavioral Assessment and pass a company background check and limited drug screen; marijuana is excluded.

Nice To Haves

Experience with SAGE, Salesforce, HubSpot, or similar systems is a plus.

Responsibilities

Collect, organize, analyze, and interpret sales data to identify trends, performance gaps, and opportunities for improvement.
Develop and maintain weekly, monthly, and ad hoc sales performance reports for leadership.
Create and maintain dashboards and visual reports using Excel, Power BI, CRM analytics, and other available systems.
Monitor sales metrics and indicators, including sales activity, pipeline performance, revenue trends, and business results.
Identify, investigate, and resolve sales data discrepancies to maintain accuracy, consistency, and integrity.
Translate sales data into actionable insights and recommendations for leadership decision-making.
Maintain and analyze CRM client, prospect, and sales data to ensure records are accurate, complete, and reliable.
Monitor CRM usage and data quality, and identify improvements to data entry, tracking, reporting, and system effectiveness.
Analyze pipeline activity, conversion rates, lead progression, and other indicators to identify opportunities for improvement.
Recommend process or system enhancements to improve lead conversion, sales effectiveness, revenue growth, and data visibility.
Partner with sales leadership and team members to implement and evaluate improvements to sales processes and CRM practices.
Conduct market and competitive research on industry trends, customer behavior, competitive positioning, and business opportunities.
Analyze pricing, product and service demand, customer trends, and emerging market opportunities to support sales and business strategies.
Organize and interpret market findings and present relevant trends, risks, and opportunities through reports, presentations, and data visualizations.
Identify opportunities to streamline, standardize, and automate sales reporting, data collection, and operational processes.
Develop and maintain standard operating procedures and documentation for sales-related processes and reporting.
Evaluate data tracking and reporting methodologies and recommend improvements to efficiency, consistency, and accuracy.
Collaborate with cross-functional team members to implement process improvements and reporting solutions.
Evaluate sales workflows and reporting needs to identify opportunities for greater efficiency and business visibility.
Maintain organized and accurate digital sales records, reports, dashboards, and supporting documentation.
Provide analytical support for sales forecasting, goal setting, budgeting, and strategic planning.
Prepare data, reports, and presentations for sales meetings, leadership discussions, and business reviews.
Complete ad hoc analyses and special projects related to sales performance, data management, forecasting, customer trends, and business strategy.
Respond to data and reporting requests from sales leadership and other stakeholders.
Manage assigned projects and priorities independently, providing timely updates on progress, findings, recommendations, and potential challenges.
Partner with the VP of Sales and Marketing and other stakeholders to understand reporting needs, business priorities, and sales objectives.
Participate in team and leadership meetings to review performance, discuss findings, establish priorities, and provide analytical insight.
Communicate findings, trends, potential concerns, and recommendations clearly to technical and non-technical stakeholders.
Stay current on CRM functionality, data analytics tools, reporting capabilities, and sales operations best practices.
Perform additional duties and responsibilities as assigned.