Sales and Service Analyst – Territory Planning, Data and Analytics

Curriculum Associates

Sales and Service Analyst handling territory planning and data analytics at Curriculum Associates. Collaborating across departments to enhance sales operations and processes for K–8 educational programs.

Posted 5/13/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $69,250 - $118,250 per yearWebsite

Tech Stack

Tools & technologies

SQLTableau

About the role

Key responsibilities & impact

Own and manage territory planning operations, including territory design, account segmentation, alignment, and ongoing maintenance
Own and execute annual planning processes, including quota setting support, headcount modeling, and alignment with sales leadership on go-to-market strategy
Build, maintain, and enhance analytics and reporting to support decision-making across Sales and Service organizations, including Salesforce reports and dashboards and Power BI visualizations
Partner cross-functionally with Sales, Finance, and Business Systems to ensure accurate data flows and alignment across systems
Support automation and process improvement initiatives, including leveraging tools such as Alteryx, SQL, and BI platforms
Perform rigorous data validation to ensure accuracy and integrity of calculations, reports, and systems
Provide insights and recommendations through analysis of sales performance, territory effectiveness, and operational trends
Own and continuously improve key processes related to territory and planning operations, including identifying inefficiencies and implementing scalable solutions
Ensure compliance with company policies, procedures, and planning frameworks.

Requirements

What you’ll need

Bachelor’s Degree in Business Analytics, Finance, Economics, Operations, Industrial Engineering, Data Science, or a related quantitative field
3–5 years of experience in sales operations, finance, commissions, or related analytical roles
Experience with Salesforce and related applications for quoting, territory management, sales enablement, and other sales operations processes preferred
Strong analytical and problem-solving skills with the ability to work with complex datasets and planning models
Demonstrated ability to translate data into actionable insights and recommendations
Advanced Excel skills; experience with AI, SQL, Alteryx, or similar data/automation tools strongly preferred
Experience with BI tools (e.g., Domo, Tableau, Power BI) preferred
Familiarity with AI tools or techniques to enhance analysis, automation, or workflow efficiency preferred
High attention to detail with a strong track record of accuracy and data validation
Ability to manage multiple priorities in a fast-paced, collaborative environment
Strong communication skills with the ability to partner effectively across functions
Continuous improvement mindset with interest in process optimization and automation.

Benefits

Comp & perks

medical, dental, vision, and basic life insurance
401k plan with employer match
flexible vacation and sick policy
twelve paid holidays
winter office closure between Christmas and New Year's
additional perks and benefits

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

data validationanalyticsreportingterritory planningquota settingheadcount modelingsales performance analysisprocess improvementdata analysisproblem-solving

Soft Skills

attention to detailcommunicationcollaborationanalytical thinkingcontinuous improvementtime managementadaptabilityinsight generationrecommendation formulationprioritization