Sales Analytics & Business Intelligence
Develop, maintain, and enhance sales dashboards, reports, and scorecards using Salesforce, Power BI, and other analytics tools. Analyze pipeline health, sales productivity, conversion rates, bookings performance, and forecast trends. Deliver actionable insights and recommendations to Sales Leaders and key stakeholders. Support recurring business reviews with data preparation, analysis, and presentation materials. Conduct ad hoc analyses to support strategic business decisions.
Pipeline Management & Forecasting
Support structured pipeline review processes and forecasting activities. Monitor pipeline movement and identify leading and lagging indicators affecting performance. Assist in maintaining forecast accuracy through data validation and trend analysis. Partner with sales leaders to identify revenue risks and opportunities. Produce reporting that supports territory planning, quota attainment, and sales performance management.
Sales Compensation Support
Assist in the administration and analysis of sales compensation programs. Support compensation calculations, plan validation, and payout reporting. Analyze compensation effectiveness and provide recommendations for improvement. Ensure accurate documentation and communication of compensation-related metrics.
Sales Process & Operational Excellence
Support initiatives to improve sales processes, workflows, and operational effectiveness. Identify opportunities to automate manual processes and improve reporting efficiency. Assist with CRM governance and sales process compliance. Document business requirements and support system enhancements. Contribute to continuous improvement initiatives that enhance commercial execution.
Systems, Tools & Data Integrity
Maintain high standards for data quality across Salesforce and related systems. Monitor data integrity and proactively identify data issues. Support adoption and effective utilization of sales tools and technologies. Assist with system testing, reporting enhancements, and process documentation. Partner with Revenue Operations, IT, and business stakeholders on technology improvements.
Cross-Functional Collaboration
Collaborate with Sales, Finance, Marketing, Revenue Operations, and Customer Success teams. Support strategic projects that improve revenue performance and operational effectiveness. Provide analytical support for business planning, territory management, and go-to-market initiatives. Build productive relationships with stakeholders across a matrixed organization.