Sales Data Analyst

Independence Pet Group

. Support customer segmentation and book-of-business management for sales and CS teams .

Posted 4/29/2026full-timeRemote • Alabama, Massachusetts, New Hampshire, North Carolina, Rhode Island • 🇺🇸 United StatesMid-LevelSeniorWebsite

Tech Stack

Tools & technologies

Tableau

About the role

Key responsibilities & impact

Support customer segmentation and book-of-business management for sales and CS teams
Partner with strategic partners and sales teams to align customer data, track sales/CS performance, and optimize partner engagement
Manage and maintain CRM data integrity, assisting with development and optimization as needed
Generate reports for QBRs, including sales funnels, Clarus portal KPIs, forecasting, and performance analytics
Track and analyze rep activity, sales pipeline metrics, and partner team performance
Provide insights on CRM utilization and automation opportunities for improved efficiency
Collaborate with leadership to identify gaps in sales enablement and customer success processes
Support strategic decision-making through data analysis and performance tracking

Requirements

What you’ll need

Bachelor’s Degree in appropriate field of study or equivalent work experience
3 + years experience in sales/business analyst roles, particularly in insurance, veterinary, or SaaS industries
CRM management experience (Zoho and Microsoft Dynamics preferred) with ability to own dashboard development and analyze data
Strong data analysis and reporting skills (Excel, Power BI, Tableau, or similar tools)
Ability to support internal/external QBRs with data-driven insights and reporting
Experience working with strategic third-party sales partners, optimizing performance and success
Self-starter with the ability to identify gaps, suggest optimizations, and take initiative in process improvements

Benefits

Comp & perks

Comprehensive full medical, dental and vision Insurance
Basic Life Insurance at no cost to the employee
Company paid short-term and long-term disability
12 weeks of 100% paid Parental Leave
Health Savings Account (HSA)
Flexible Spending Accounts (FSA)
Retirement savings plan
Personal Paid Time Off
Paid holidays and company-wide Wellness Day off
Paid time off to volunteer at nonprofit organizations
Pet friendly office environment
Commuter Benefits
Group Pet Insurance
On the job training and skills development
Employee Assistance Program (EAP)

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills & Tools

data analysisreportingCRM managementdashboard developmentsales pipeline metricsperformance analyticscustomer segmentationsales enablementprocess improvementsforecasting

Soft Skills

collaborationinitiativeproblem-solvingcommunicationstrategic thinkingself-starterinsight generationperformance optimizationdata-driven decision makinggaps identification

Certifications

Bachelor’s Degree