Sr. Sales Strategy Analyst

IPG•Sarasota, FL

About The Position

The Sr. Sales Strategy Analyst supports the Sales organization by turning data into actionable insights that improve commercial execution, CRM utilization, and strategic decision-making. The role develops consistent reporting, monitors sales performance, and helps ensure data accuracy across systems. Working with Finance, Product Management, Supply Chain, and Sales Leadership, the Analyst helps standardize processes, improve forecasting accuracy, and promote data-informed accountability.

Requirements

Bachelor's degree in Business, Marketing, Analytics, or a related field.
2–4 years of experience in business analysis, sales operations, or performance reporting.
Proficiency in Excel, Power BI, and CRM systems; Microsoft Dynamics is preferred.
Strong analytical and problem-solving skills.
Ability to translate data into insights that drive business outcomes.
Strong organizational skills and attention to detail.
Strong analytical and financial modeling skills.
Strong interpersonal and communication abilities to collaborate across departments.

Nice To Haves

Experience with Microsoft Dynamics CRM.

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 administrator to improve data quality and compliance with governance standards.
Serve as a secondary system resource and perform light administrative tasks when needed.
Support monthly and quarterly forecasting 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 dashboards measuring KPIs across sales, pricing, and customer engagement.
Deliver recurring and ad hoc reports to support leadership visibility and strategic reviews.
Support quarterly business review preparation through data visualization and insight summaries.
Document and refine CRM-related workflows to improve efficiency and consistency.
Identify process bottlenecks or data gaps and propose solutions to improve sales operations effectiveness.
Collaborate on change management and training initiatives to encourage system adoption and improve performance visibility.
Partner with Finance, Product Management, and Supply Chain to ensure data alignment across business functions.
Support integrated business planning to promote consistent reporting and shared metrics.
Contribute to strategic initiatives that improve commercial performance and organizational alignment.
Perform related tasks as requested by the supervisor.