Sales Data Analyst

Overview

Reporting to Head of Sales, the Sales Data Analyst is a mid-level sales and relationship advisor responsible for driving commercial success through SEUS. This role will involve a deep understanding of internal and external data and information with a desired outcome of clear and actionable insights. Formulating and tracking market information and tracking performance within the business.

Sales Performance

• Analyze Sales Performance
• Understand current data by product, region, CPMs, and Brokers.
• Formulate a daily, weekly, and monthly reporting pack to share across sales leadership and company management.
• Deep understanding of all systems and origination of data, to establish controls and verification.
• Establish Structure and Control around reporting

Sales & Opportunity Management

• Lead or support the origination and negotiation of complex deals involving structured pricing, non-standard terms, or multi-site accounts.
• Serve as a liaison between brokers and internal teams (pricing, SS, operations) to resolve issues, accelerate close timelines, and maintain broker satisfaction.
• Provide market insights and partner feedback to support product innovation and competitive positioning.
• Highlight areas of focus through win and loss rates.

KPI Tracking

• Build and maintain dashboards for tracking KPIs.
• Geographic segmentation and performance at an ISO, State, and Utility level.
• Product conversion rates.
• Delivery weekly and monthly updates of performance to Sales Leadership Teams.

Broker Sales Metrics

• Understanding what channels sales are being derived from, highlighting areas of improvements that can be extrapolated on.
• Ensuring broker payments and compensation plans are aligned with company objectives.
• Making sure we are maximizing each channel relationship in line with wallet share of each broker.

Forecasting and Pipeline Management

• Support sales forecasting with data-driven information.
• Identify gaps in targets and actions to fill such gaps.

Data Management & Tools

• Develop a standard set of data from Salesforce, Billing platforms and other data sets for the use of AI to analyze data.

Qualifications

• 2-5 years in sales data analytics, preferably in retail energy sales
• Proficient in: - Excel
• SQL
• BI Tools (Power BI)
• AI implementation a plus

• Understanding of deregulated energy markets
• Translating large data sets into actionable business insights
• Ability to connect data to sales strategy
• Strategic and analytical thinker with a bias for action
• Customer- and partner-centric mindset
• Comfortable working in a fast-paced, high-growth environment
• Highly collaborative, with strong interpersonal and influencing skills
• Committed to continuous improvement and team development

Diversity

We celebrate our inclusive and diverse culture is core to what we do. We value everybody irrespective of race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability and genetic information (including family medical history). EOE.

Employment Type

Full-time

Salary

$80,000 - $95,000

Location

• SmartestEnergy US - Houston Area
• SmartestEnergy US - Syracuse Office

Remote Status

Hybrid