Data Analyst

• Lead the design, development, and maintenance of Salesforce CRM Analytics (CRMA) dashboards, reports, and datasets.
• Build scorecards and performance dashboards for frontline sales teams, ensuring alignment with business goals, KPIs, and sales planning processes.
• Provide ongoing support and enhancements to dashboards and reporting solutions.
• Document processes, data models, and report logic to ensure scalability and continuity.
• Consult and partner with line-of-business (LOB) leaders, stakeholders, and internal data teams to define key business questions, performance metrics, and measurement strategies that influence sales planning, strategic direction, and growth.
• Apply advanced techniques in quantitative analytics, statistical analysis, segmentation, and other forms of data modeling to convert raw data into actionable insights.
• Translate findings into recommendations that address business questions and inform sales planning activities.
• Execute the Sales Reporting and Planning Strategy by partnering with leadership to deliver relevant, real-time insights to sales teams.
• Build and streamline reporting mechanisms to deliver accurate sales information efficiently while maintaining data integrity.
• Analyze sales results, trends, and projections.
• Create, maintain, and update organizational sales hierarchy data.
• Deliver data-driven support for the annual goal-setting and sales planning process, including building timelines, templates, and processes to ensure accuracy and consistency across budgets, forecasts, and targets.
• Ensure alignment between planning outputs and corporate budgets.
• Ensure data quality, integrity, and consistency across Salesforce, Tableau, and other reporting platforms.
• Develop and maintain audit and validation processes to confirm reporting accuracy.
• Provide timely, accurate deliverables that support LOB initiatives and ensure closed business is reflected correctly in reports.
• Mentor and coach other analysts in best practices for sourcing, compiling, transforming, and analyzing data from multiple sources for use in dashboards, reporting, sales planning, and modeling.

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