Specialist, Sales Analytics (R-19418)

Key Responsibilities

• Own and deliver recurring sales analytics including pipeline reporting, forecast tracking, bookings analysis, and sales performance scorecards that support weekly and monthly business reviews.
• Analyze pipeline health, conversion trends, stage progression, and forecast accuracy to surface risks, opportunities, and actionable recommendations for sales leadership.
• Support territory planning, quota setting, and compensation-linked metrics by building and maintaining the underlying data, logic, and reporting frameworks.
• Investigate and resolve data discrepancies across sales and finance systems, including pipeline versus bookings mismatches, cancellation and rebilling anomalies, and duplicate records, through structured root cause analysis.
• Build and maintain Tableau dashboards that translate complex sales data into clear, intuitive visualizations that drive adoption and informed decision-making across stakeholders.
• Write efficient SQL queries to extract, transform, and analyze datasets from CRM, cloud data warehouse, and finance systems in support of analytics deliverables.
• Explore and prototype Generative AI-driven solutions, including automated insight generation, copilot-assisted reporting, and natural language data queries, to improve how the sales organization consumes analytics.
• Partner with cross-functional stakeholders to define data requirements, validate data quality, and continuously improve the analytics ecosystem.

Essential Skills Needed

• Bachelor's degree in Business, Data Analytics, Finance, or a related field.
• Eight or more years of experience in Sales Analytics, Business Intelligence, or a related discipline.
• Three to five years of Tableau experience including dashboard design, calculated fields, parameters, and the ability to tell a clear story through data visualization.
• A strong understanding of sales operations and go-to-market metrics, including pipeline, bookings, revenue, forecasting, territory, quota, and compensation-linked KPIs.
• The ability to connect data to business context with an understanding of what sales leaders need to make decisions and the ability to frame analytics around those needs.
• Strong SQL skills with hands-on experience writing queries across large datasets, including joins, subqueries, CTEs, and basic performance tuning.
• Experience working with Salesforce data models and familiarity with sales and finance systems in the context of business reporting.
• A proven problem-solving ability with the capacity to independently work through ambiguous, loosely defined analytical challenges and deliver structured recommendations.
• Exposure to or strong interest in Generative AI and AI-assisted analytics applied to sales use cases.
• A resourceful and self-directed individual with the ability to take initiative, work through incomplete information, and proactively surface issues and opportunities.
• A clear communicator who can translate complex data into concise, business-friendly insights for both peers and leadership audiences.
• An ownership mindset in everything you do; be a problem solver, be curious and be inspired to take action, be proactive, seek ways to collaborate and connect with people and teams in support of driving success.
• A continuous growth mindset, keep learning through social experiences and relationships with stakeholders, experts, colleagues and mentors as well as widen and broaden your competencies through structural courses and programs.

Benefits

• Generous paid time off in your first year, increasing with tenure.
• Up to 16 weeks 100% paid parental leave after one year of employment.
• Paid sick time to care for yourself or family members.
• Education assistance and extensive training resources.
• Do Good Program: Paid volunteer days & donation matching.
• Competitive 401k with company matching.
• Health & wellness benefits, including discounted Wellhub membership rates.
• Medical, dental & vision insurance for you, spouse/partner & dependents.