Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
Fintech, Payments, Financial ServicesIndustries
Requirements
Background in Analytics, particularly in Sales Performance Analysis (suggested minimum of 1 year experience)
Strong foundational understanding of an end-to-end sales funnel
Good understanding of Salesforce (or similar CRM)
Ability to manipulate, organize, and process large quantities of complex data, identify and articulate relevant trends
Skilled in designing and delivering clear, insightful dashboards and reports, supported by performance-driving commentary and relevant KPIs
Proactive in streamlining, automating, and innovating reporting processes, reducing manual effort and improving efficiency
Strong data analysis and querying skills (e.g., experience with SQL, Excel/Sheets, Power Query), and ability to manipulate, transform, and extract insights from large datasets
Maintaining high-level competency and alignment of key metrics, pipeline funnel, and KPIs, as well as the ability to gain new skills within data analytics tools and systems
Responsibilities
Maintain high levels of quality, accuracy, and process consistency in data reporting & analytics initiatives
Filter, clean, organize, and prepare data reports while implementing formula corrections or additions
Identify, analyze, and interpret trends or patterns in complex data sets
Own the delivery of accurate and timely weekly, monthly, and quarterly sales KPI reporting
Streamline reporting processes through automation, reducing manual reporting time
Deliver enterprise-wide dashboards & reports that support strategic decision-making
Implement data analytic methodologies to process results, using storytelling to explain trends & outcomes
Ensure all outputs—such as dashboards, decks, and scorecards—clearly communicate performance and drive action
Improve visibility & understanding of the sales pipeline with granularity that enables tracking detailed performance through the funnel levels (e.g., lead to install) right down to rep level insight (e.g., productivity by seller)
Partner with cross-functional leaders to translate technical insights into clear, business-focused language to improve understanding of results
Collaborate effectively with stakeholders across all levels, demonstrating strong interpersonal skills to ensure alignment and engagement
Act as a trusted business partner to Sales Leaders and internal/external stakeholders, empowering them with actionable insights and strategic direction that aligns to the specific priorities for each leader and cohort
Measure performance across each stage of the sales funnel, evaluate return on investment (ROI), and use insights to guide leader decision-making
Use raw data to identify trends, issues, and opportunities, transforming complex datasets to gain a holistic view of employee metrics