Sales Strategy Analyst

IPG•Sarasota, FL

2d•Hybrid

About The Position

This role supports the Sales organization by transforming data into actionable insights that enhance commercial execution, CRM utilization, and strategic decision-making. This role is critical in developing consistent reporting, monitoring sales performance, and ensuring data accuracy across systems. Working cross-functionally with Finance, Product Management, Supply Chain, and Sales Leadership, the Analyst helps standardize processes, strengthen forecasting accuracy, and drive a culture of data-informed accountability.

Requirements

Bachelor’s degree in Business, Marketing, Analytics or related field.
2-4 years of experience in business analysis, sales operations, or performance reporting
Strong analytical and problem-solving skills with proficiency in Excel, Power BI, and CRM systems (Microsoft Dynamics preferred)
Demonstrated ability to translate data into insights that drive business outcomes
Excellent organizational skills and attention to detail
Strong analytical and financial modeling skills.
Strong interpersonal and communication abilities to collaborate across departments

Responsibilities

Develop and maintain CRM dashboards and performance reports for sales leadership and management
Monitor data accuracy, identify gaps or inconsistencies, and partner with the CRM admin to improve data quality and compliance with governance standards
Serve as a secondary system resource, capable of performing light admin tasks when needed
Support monthly and quarterly forecasting cycles through data collection, pipeline validation, and variance analysis
Analyze sales performance by segment, region, or account to identify trends and opportunities
Contribute to financial modeling and performance projections that inform strategic decisions
Build and maintain Power BI and Excel-based dashboards to measure KPIs across sales, pricing, and customer engagement
Deliver recurring and ad hoc reports to support leadership visibility and strategic reviews
Support quarterly business (QBR) preparation through data visualization and insight summaries
Document and refine CRM-related workflows to enhance efficiency and consistency
Identify process bottlenecks or data gaps, proposing solutions to improve sales operations effectiveness
Collaborate on change management and training initiatives to drive system adoption and performance visibility
Partner with Finance, Product Management, and Supply Chain to ensure data alignment across business functions
Support integrated business planning to ensure consistent reporting and shared metrics
Contribute to strategic initiatives that improve commercial performance and organizational alignment
Related tasks as requested by supervisor