Territory Analyst & Support- Residential Programs

Job Responsibilities

• Territory Performance Analysis
• Monitor and analyze territory, office, and representative performance across key residential program metrics
• Identify trends, opportunities, and performance gaps through ongoing analysis of sales, retention, quality, and customer experience data
• Build territory scorecards and dashboards that provide visibility into key business drivers
• Deliver weekly, monthly, and quarterly performance reviews to leadership teams
• Develop forecasting models to predict territory performance and identify emerging risks
• Data Analytics & Reporting
• Own the creation, maintenance, and enhancement of reporting tools used across Residential Programs
• Utilize advanced Excel functions including: Pivot Tables, Power Query, Power Pivot, XLOOKUP, INDEX/MATCH, Dynamic Arrays, Advanced Formulas
• Automate recurring reports and data workflows to improve operational efficiency
• Ensure data integrity and accuracy across multiple reporting sources
• Ai & Process Optimization
• Leverage AI tools and automation platforms to streamline reporting, identify trends, and improve decision-making processes
• Research and implement new AI-driven solutions that enhance productivity and analytical capabilities
• Partner with leadership to develop AI-assisted forecasting and performance monitoring strategies
• Create scalable reporting systems that reduce manual effort and increase analytical depth
• Residential Program Strategy Support
• Partner with Residential Operations leadership to evaluate market performance and recommend strategic initiatives
• Conduct territory deep-dives to uncover root causes of performance challenges
• Support expansion planning through market analysis and opportunity assessments
• Aid in territory alignment, market prioritization, and resource allocation decisions
• Cross-Functional Collaboration
• Work closely with Campaign Team, Operations, Recruiting, Training, Finance, and Executive Leadership teams
• Translate complex data findings into clear business recommendations
• Present analytical insights to stakeholders at various levels of the organization
• Support special projects and strategic initiatives related to residential growth
• Manage and create datasets and tool enhancements to optimize efficiency and user experience
• Inspect ingestion of leads and validate lead hygiene

Requirements

• 1-5+ years of experience in business analytics, sales analytics, operations analysis, or related analytical roles
• Advanced proficiency in Microsoft Excel, including complex formulas, data modeling, and dashboard creation
• Strong analytical and problem-solving skills with the ability to synthesize large datasets into actionable insights
• Experience working with reporting tools, dashboards, and business intelligence platforms
• Exceptional attention to detail and data accuracy
• Ability to manage multiple projects and deadlines simultaneously
• Strong communication skills with the ability to present findings to both technical and non-technical audiences
• Bachelor's degree in Business Analytics, Finance, Economics, Data Analytics, Information Systems, or a related field; or equivalent experience
• Preferred Qualifications:
• Experience supporting direct sales, telecommunications, residential sales, or outsourced sales organizations
• Proficiency with Power BI, Tableau, QuickSight, Looker, or similar business intelligence platforms
• Experience using AI tools such as ChatGPT, Microsoft Copilot, Claude, Gemini, or other AI-powered productivity platforms
• Familiarity with SQL, database management, or data visualization tools
• Experience building automated reporting solutions and workflow automations
• Knowledge of forecasting methodologies and performance modeling
• Experience analyzing large-scale sales performance datasets

Benefits

• Competitive base salary commensurate with experience ($70,000-$80,000)
• Performance-based bonus opportunity
• Standard benefits package including medical, dental, vision, and 401(k)
• Professional development and AI/analytics training opportunities
• Hybrid work environment (Fridays remote)