Sales Data Analyst

The Sales Data Analyst plays a key role in optimizing Clarus's sales and customer success operations by managing data, reporting, and CRM processes. This individual supports customer segmentation, sales team alignment, performance measurement, and reporting for both internal teams and external partners.

• Support customer segmentation and book-of-business management for sales and CS teams.
• Partner with strategic partners and sales teams to align customer data, track sales/CS performance, and optimize partner engagement.
• Manage and maintain CRM data integrity, assisting with development and optimization as needed.
• Generate reports for QBRs, including sales funnels, Clarus portal KPIs, forecasting, and performance analytics.
• Track and analyze rep activity, sales pipeline metrics, and partner team performance.
• Provide insights on CRM utilization and automation opportunities for improved efficiency.
• Collaborate with leadership to identify gaps in sales enablement and customer success processes.
• Support strategic decision-making through data analysis and performance tracking.

About The Role

This is a data-driven role requiring someone with strong analytical skills, CRM experience (Zoho and Microsoft Dynamics strongly preferred), and the ability to contribute to process improvements. While this role is primarily back-end, presentation skills are important for supporting QBRs and partner alignment discussions.

Key Responsibilities

• Support customer segmentation and book-of-business management for sales and CS teams.
• Partner with strategic partners and sales teams to align customer data, track sales/CS performance, and optimize partner engagement.
• Manage and maintain CRM data integrity, assisting with development and optimization as needed.
• Generate reports for QBRs, including sales funnels, Clarus portal KPIs, forecasting, and performance analytics.
• Track and analyze rep activity, sales pipeline metrics, and partner team performance.
• Provide insights on CRM utilization and automation opportunities for improved efficiency.
• Collaborate with leadership to identify gaps in sales enablement and customer success processes.
• Support strategic decision-making through data analysis and performance tracking.

Education And Experience

• Bachelor’s Degree in appropriate field of study or equivalent work experience.
• 3 + years experience in sales/business analyst roles, particularly in insurance, veterinary, or SaaS industries.
• CRM management experience (Zoho and Microsoft Dynamics preferred) with ability to own dashboard development and analyze data.
• Strong data analysis and reporting skills (Excel, Power BI, Tableau, or similar tools).
• Ability to support internal/external QBRs with data-driven insights and reporting.
• Experience working with strategic third-party sales partners, optimizing performance and success.
• Self-starter with the ability to identify gaps, suggest optimizations, and take initiative in process improvements.

Other

• Some offerings are dependent upon the location of where you work and can include the following:
• Comprehensive full medical, dental and vision Insurance
• Basic Life Insurance at no cost to the employee
• Company paid short-term and long-term disability
• 12 weeks of 100% paid Parental Leave
• Health Savings Account (HSA)
• Flexible Spending Accounts (FSA)
• Retail savings plan
• Personal Paid Time Off
• Paid holidays and company-wide Wellness Day off
• Paid time off to volunteer at nonprofit organizations
• Pet friendly office environment
• Commuter Benefits
• Group Pet Insurance
• Employee Assistance Program (EAP)