Senior Sales Reporting Analyst

Pellera

3d•Remote

About The Position

The Senior Sales Reporting Analyst assists with developing and supporting reporting, analytics, and insights for the Sales organization. The role partners closely with Sales leadership, Revenue Operations, Finance, and Data & Analytics to translate business needs into accurate, scalable, and actionable reporting solutions. The position focuses strongly on Salesforce reporting and analytics while also supporting enterprise sales reporting across other data sources. It supports reporting on pipeline, bookings, invoiced performance, forecasting, customer performance, and other key sales metrics, and helps ensure consistency in data, definitions, and reporting across platforms. The ideal candidate has strong Salesforce reporting and sales analytics experience, understands B2B sales processes, and can translate business questions into clear, scalable reporting and insights.

Requirements

Strong hands-on experience with Salesforce reporting and dashboards, including standard, custom, summary, matrix, and joined reports.
Solid understanding of the Salesforce data model, including Opportunities, Accounts, Leads, Contacts, and Activities.
Strong experience with sales metrics, pipeline management, forecasting, bookings, and performance reporting.
Experience translating business requirements into reporting, dashboards, and actionable analytics.
Ability to work with complex filters, business rules, hierarchies, row-level visibility, and sharing/security models.
Strong analytical and problem-solving skills, with high attention to data accuracy and detail.
Ability to identify trends and exceptions in data and communicate their business impact.
Ability to clearly communicate insights to technical and non-technical stakeholders.
4–7 years of experience in Salesforce reporting, sales analytics, business intelligence, Revenue Operations analytics, or a related field.
Hands-on experience supporting Sales or Revenue teams in a B2B environment.
Bachelor’s degree in Business, Information Systems, Analytics, Data Science, or a related field, or equivalent experience.

Nice To Haves

Experience with Power BI or other BI and visualization platforms; Power BI experience is strongly preferred.
Working knowledge of enterprise data warehouses and dimensional data models.
SQL experience.
Experience working across Salesforce and enterprise BI/data platforms.
Salesforce certifications, such as Salesforce Administrator, Advanced Administrator, or Reporting & Dashboard Specialist.
Power BI or related analytics certifications.

Responsibilities

Design, build, and maintain sales reports, dashboards, and analytics for Sales, Revenue Operations, Finance, and executive leadership.
Develop and maintain Salesforce reports and dashboards supporting pipeline, opportunity management, forecasting, sales activity, and performance reporting.
Partner with business stakeholders to gather reporting requirements and translate them into scalable reporting and analytics solutions.
Support Quote-to-Cash reporting and analytics, including pipeline, bookings, backlog, invoiced revenue and gross profit, forecasting, win/loss, and sales performance metrics.
Analyze sales performance across AE, Sales Director, region, practice, customer, product, manufacturer/OEM, and opportunity dimensions.
Identify trends, risks, exceptions, and opportunities in sales data and help translate findings into actionable business insights.
Validate Salesforce data, business definitions, hierarchies, and downstream reporting to help ensure accuracy and consistency.
Support the definition and governance of Sales KPIs, business rules, hierarchies, and reporting definitions.
Maintain and document report logic, filters, calculations, data sources, and metric definitions to support governance and self-service reporting.
Troubleshoot reporting issues, including data quality, permissions, hierarchy, and visibility challenges.
Support Salesforce releases, enhancements, and process changes by assessing and validating reporting impacts.
Collaborate with Data Engineering and BI teams to align Salesforce reporting with enterprise data models, the data warehouse, Power BI, and other downstream analytics.
Help drive adoption of standardized enterprise reporting and reduce reliance on manual or duplicative reporting.