Sales Data Analysis & Reporting
Develop, maintain, and enhance recurring dashboards and reports using Power BI.
Analyze sales performance metrics, including pipeline, bookings (orders), backlog, revenue, win rates, and sales velocity.
Produce standardized and ad hoc reports to support sales leadership, sector leaders, and operations teams.
Ensure reporting accuracy, consistency, and timeliness across all deliverables.
Dashboard Development & Data Visualization
Create clear and intuitive visualizations that translate complex data into actionable insights.
Support leadership presentations by preparing charts, summaries, and key takeaways.
Partner with the Senior Sales Operations Analyst to enhance enterprise dashboards and analytics frameworks.
Assist with sales forecasting, territory planning, sales analysis, and pipeline reviews.
Validate forecast inputs, identify risks and gaps, and flag anomalies in performance trends.
Validate the report extracted data within Microsoft Dynamics 365 CRM.

Requirements

Bachelor’s degree in Business Analytics, Data Analytics, Finance, Economics, Information Systems, or a related field.
3–5 years of experience in sales operations, business analytics, reporting, or a related analytical role.
Proficiency in: Power BI (dashboard creation)
Microsoft Dynamics 365 CRM or similar CRM platforms
Excel (advanced formulas, pivot tables, data analysis)
Working knowledge of SQL or data querying tools preferred.
Exposure to Python, R, or other analytics tools is a plus.
Experience in or exposure to the AEC industry is preferred in relation to Project-based sales cycles, Professional services sales models.

Benefits

Applicant Tracking System Keywords

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

Hard Skills & Tools

sales data analysisreportingdashboard developmentdata visualizationsales forecastingterritory planningdata analysisSQLPythonR

Soft Skills

analytical skillsattention to detailcommunicationcollaborationproblem-solving