Sales and Planning Analyst

Job Summary

What This Job IS and Who Fits Well:

• The "Translator": You turn raw CRM exports and disparate spreadsheets into a coherent story for leadership.
• The "Automator": You use Power Query and Excel to replace manual "copy-pasting" with repeatable, clean ETL processes.
• The "Audit Guard": You are the first line of defense for data hygiene, proactively finding and fixing errors before they hit a slide deck.
• The "Sales Strategist": You use your understanding of the sales cycle to explain why the numbers are moving, not just that they are moving.

What This Job IS NOT:

• Salesforce Administration: You won’t be building flows, managing user permissions, or configuring page layouts. You are a consumer of SFDC data, not the architect.
• A "Click-to-Run" Reporting Role: This position isn’t pulling standard Salesforce reports. It requires manipulating data outside the CRM to create custom, multi-source insights.
• Data Science/Heavy Coding: You aren't building machine learning models or write extensive Python scripts. This role prioritizes "script-literacy" over "script-authoring."

Essential Duties and Responsibilities:

• Support Revenue Operations leadership in preparing recurring reporting packages and data visualizations for departmental leadership. Non-exhaustive examples including metrics for executive meetings, board presentations, rep performance management, etc.
• Work directly with stakeholders to understand and drive their analytical needs, including identifying critical KPIs, and deliver actionable insights to relevant decision-makers.
• Proactively analyze data to answer key questions from stakeholders regarding improvements in business performance
• Create and maintain rich interactive visualizations through data interpretation and analysis integrating various reporting components from multiple data sources.
• Maintain databases by acquiring and managing data from primary and secondary sources and auditing data hygiene.

Qualifications (Required):

• 2+ years’ experience as a successful sales rep with 1+ years additional experience in sales analytics, GTM analytics, or revenue analytics

• 2+ years’ experience in sales analytics, GTM analytics, or revenue analytics

Candidates must meet the remainder of these requirements as well:

• Excel Mastery: Extremely strong Excel skills are required. You should be comfortable with advanced formulas and using Power Query to connect, transform, and merge data.
• Salesforce Fluency: 1+ years of experience working with SFDC data, both within native reporting and exporting for external analysis.
• Cross-Functional Communication: 1+ years of experience collaborating with stakeholders to turn raw data into polished presentations.
• Visual Literacy: Exposure to Power BI, specifically in building drillable, focused reports and smaller dashboards.
• Detail Oriented: A proven track record of maintaining data quality and internal database integrity.
• Data Hygiene: 1+ years of experience managing internal database quality through regular audit cycles, exception reporting, and the use of Excel/Power Query to standardize and transform "dirty" CRM data into reliable reporting assets.

Qualifications (Preferred):

• Bachelor’s Degree in Business, Data Analytics, Mathematics, or a related field.
• Microsoft Power BI Data Analyst certification.
• Familiarity with SQL or Python (specifically the ability to troubleshoot or perform minor tweaks to existing scripts).
• Experience with ethical web-scraping.

Physical/Mental Requirements for the Job:

• Prolonged periods of seating
• Frequent usage of electronics, including but not limited to computers and/or smart devices
• May be requested to work overtime and weekends if deemed necessary
• Must be able to lift at least 20 pounds
• Travel expectation is less than 5% of time