Update and send out weekly and monthly pipeline, bookings and key metrics report to ELT/SLT and our board members
Analyze sales data to identify trends, patterns, and opportunities for growth
Develop dashboards and reports on sales performance metrics (revenue, pipeline, conversion rates, quota attainment)
Provide insights to support strategic sales planning and decision-making
Monitor key performance indicators (KPIs) such as pipeline velocity, win rates, and sales cycle length
Perform variance and trend analysis on sales results and forecasts
Provide recommendations to improve sales productivity
Support forecasting processes using historical sales data and market trends.
Maintain CRM systems (e.g., Salesforce, HubSpot) to ensure data integrity and accurate reporting
Conduct data audits and implement data governance standards
Manage and optimize sales reporting tools and analytics platforms
Work with marketing to analyze lead quality and conversion metrics
Partner with finance on revenue and commission reporting
Provide insights to sales leadership and executive teams

Requirements

Bachelors' degree in Accounting, Finance, Business Management or another related field, or relevant equivalent working experience
5+ years experience working in Data Analytics, Economics, Finance or related field, at least 2+ within a SaaS organization
Advanced Excel and data visualization skills
Proficiency in CRM systems (e.g., Salesforce), Excel/Google Sheets, and data visualization tools (e.g., Tableau, Power BI). Strong proficiency in Salesforce, and other sales and/or marketing platforms

Benefits

Global team recognized for their passion and innovation
Innovative product culture and project exposure
Training and development from industry-leading experts
Cutting edge benefit programs that include: 401(k) with company matching; medical, dental, and vision insurance; disability and life insurance; flexible PTO; paid holidays and parental leave; tuition reimbursement and more
We offer market competitive pay and benefits based upon the candidate’s skills, experience, and qualifications.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

data analysistrend analysisvariance analysissales forecastingdata visualizationsales performance metricspipeline analysisKPI monitoringsales productivity improvementreporting

Soft Skills

strategic planningdecision-makinginsight generationcollaborationcommunication