Sales Insights and Reporting Specialist

Strategic Factory•Owings Mills, MD

About The Position

The Sales Insights & Reporting Specialist is responsible for collecting, analyzing, and interpreting sales data across multiple systems to provide actionable insights that drive revenue growth and strategic decision-making. This individual will manage the development and maintenance of reports and dashboards in Salesforce, the ERP system (EPMS), and other CRM or data tools. They will identify trends, monitor key metrics, and present clear summaries and recommendations to leadership. The ideal candidate combines technical proficiency with business acumen—someone who is data-driven, detail-oriented, and excited about leveraging AI and automation to improve efficiency and forecasting accuracy across the sales organization.

Requirements

Bachelor’s degree in business, Data Analytics, Finance, Marketing, or a related field (or equivalent experience).
1–5 years of experience in sales analytics, reporting, or operations.
Proficiency with Salesforce reporting and dashboards; experience with ERP/CRM systems preferred.
Advanced Excel or Google Sheets skills; experience with BI tools (Power BI, Tableau, or similar) a plus.
Strong analytical and problem-solving skills with an eye for identifying patterns and insights in data.
Excellent written and verbal communication skills—able to summarize complex findings for non-technical audiences.
Comfortable managing multiple priorities in a fast-paced, data-driven environment.
Interest in or experience with AI tools, workflow automation (e.g., Zapier, Make, Power Automate), or predictive analytics preferred.

Responsibilities

Build, automate, and maintain sales reports and dashboards across Salesforce, ERP (EPMS), and other systems.
Analyze sales performance metrics, customer trends, and pipeline activity to provide actionable insights to sales leadership.
Partner with Sales Leadership and other Sales Operations departments to identify key performance indicators (KPIs) and ensure data accuracy and consistency across systems.
Summarize findings in clear, visually engaging presentations and written reports to support data-driven decision-making.
Create ad hoc analyses to explore emerging trends, opportunities, and challenges within the sales organization.
Collaborate with IT and operations to improve data integration and streamline reporting processes.
Proactively identify areas where automation, AI tools, or predictive analytics can improve reporting, forecasting, or sales performance.
Support the development and rollout of sales enablement initiatives, reporting enhancements, and performance dashboards.
Maintain documentation of reporting processes and data definitions for transparency and training.
Other duties as assigned

Benefits

Financial stability. Start with a competitive base salary and earn promotions based on positive performance and measurable results.
Massive advancement opportunities. Join a rapidly growing company that’s poised to double in size in the next three years.
Gorgeous work environment. Have you seen our building? Work alongside skilled professionals in our state-of-the-art facility.
Strategic benefits. Our comprehensive package includes health care, 401k, vacation and sick time, paid holidays, and other unique benefit options.
Uber-talented team members. Prepare to be inspired as you work alongside the very best and brightest talent the industry has to offer.
Engaging company culture. We may work hard, but we play hard, too! We host a variety of fun, team building activities throughout the year.

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