Sales Data Analyst
About The Position
The Sales Data Analyst will play a key role in optimizing our sales and customer success operations by managing data, reporting, and CRM processes. This individual will support customer segmentation, sales team alignment, performance measurement, and reporting for both internal teams and external partners. This is a data-driven role requiring someone with strong analytical skills, CRM experience (Zoho and Microsoft Dynamics strongly preferred), and the ability to contribute to process improvements. While this role is primarily back-end, presentation skills are important for supporting QBRs and partner alignment discussions.
Requirements
- Bachelor’s Degree in appropriate field of study or equivalent work experience
- 3 + years experience in sales/business analyst roles, particularly in insurance, veterinary, or SaaS industries.
- CRM management experience (Zoho and Microsoft Dynamics preferred) with ability to own dashboard development and analyze data.
- Strong data analysis and reporting skills (Excel, Power BI, Tableau, or similar tools).
- Ability to support internal/external QBRs with data-driven insights and reporting.
- Experience working with strategic third-party sales partners, optimizing performance and success.
- Self-starter with the ability to identify gaps, suggest optimizations, and take initiative in process improvements.
Responsibilities
- Support customer segmentation and book-of-business management for sales and CS teams.
- Partner with strategic partners and sales teams to align customer data, track sales/CS performance, and optimize partner engagement.
- Manage and maintain CRM data integrity, assisting with development and optimization as needed.
- Generate reports for QBRs, including sales funnels, Clarus portal KPIs, forecasting, and performance analytics.
- Track and analyze rep activity, sales pipeline metrics, and partner team performance.
- Provide insights on CRM utilization and automation opportunities for improved efficiency.
- Collaborate with leadership to identify gaps in sales enablement and customer success processes.
- Support strategic decision-making through data analysis and performance tracking.
Benefits
- Comprehensive full medical, dental and vision Insurance
- Basic Life Insurance at no cost to the employee
- Company paid short-term and long-term disability
- 12 weeks of 100% paid Parental Leave
- Health Savings Account (HSA)
- Flexible Spending Accounts (FSA)
- Retirement savings plan
- Personal Paid Time Off
- Paid holidays and company-wide Wellness Day off
- Paid time off to volunteer at nonprofit organizations
- Pet friendly office environment
- Commuter Benefits
- Group Pet Insurance
- On the job training and skills development
- Employee Assistance Program (EAP)
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
