The Associate Director of Sales Insights & Analytics will develop and direct the sales data analysis function to deliver reporting and tools.
Ensure sales data is accurately captured, analyzed, and presented to support strategic decision-making, drive revenue growth, and enhance sales effectiveness.
Design, build, and maintain dashboards and reports that track key sales metrics (e.g., revenue, pipeline, conversion rates, quota attainment).
Ensure data accuracy and integrity across all reporting platforms.
Provide actionable insights and recommendations based on sales performance trends.
Manage and prepare monthly Board and Senior Leadership reporting package integrating data from CRM, financial systems, and practice-level projections.
Collaborate with Finance and the Growth Office to align sales forecasts with revenue targets.
Ensure effective use of CRM and other sales tools to inform decision-making and drive revenue.
Identify opportunities to streamline sales reporting processes and automate recurring tasks.
Lead initiatives to improve sales forecasting accuracy and planning.
Identify and implement improvements in sales reporting workflows and tools to enhance efficiency and scalability.
Lead initiatives to standardize sales KPIs and reporting formats across practices and geographies.
Requirements
Bachelor’s degree
Minimum of 15 Years of Experience: Direct and proven experience in a similarly structured role preferably within a professional services or consulting firm; OR 19 Years of Experience in relevant experience
Good understanding of sales concepts and experience tracking data throughout the sales cycle from opportunity to revenue
Proficiency in data visualization tools (e.g., Tableau, Power BI) and CRM platforms (e.g., Salesforce, MS Dynamics)
Experience managing and supervising staff
Strong analytical skills with the ability to interpret complex data sets
Excellent communication and presentation skills
Exceptional analytical, communication, and stakeholder management skills
Experience working in a large, matrixed organization is a plus
Benefits
Medical, Rx, Dental & Vision Insurance
Personal and Family Sick Time & Company Paid Holidays
Position may be eligible for a discretionary variable incentive bonus
Parental Leave and Adoption Assistance
401(k) Retirement Plan
Basic Life & Supplemental Life
Health Savings Account, Dental/Vision & Dependent Care Flexible Spending Accounts
Short-Term & Long-Term Disability
Student Loan PayDown
Tuition Reimbursement, Personal Development & Learning Opportunities
Skills Development & Certifications
Employee Referral Program
Corporate Sponsored Events & Community Outreach
Emergency Back-Up Childcare Program
Mobility Stipend
Applicant Tracking System Keywords
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