What are the responsibilities and job description for the Sales and Data Analyst position at Event Source?
Benefits:
Essential Duties And Responsibilities
- Health insurance
- Paid time off
- Vision insurance
- 401(k) matching
- Company parties
- Dental insurance
- Employee discounts
Essential Duties And Responsibilities
- Sales Data & Reporting
- Collect, organize, analyze, and interpret sales data to identify trends, patterns, performance gaps, and opportunities for improvement.
- Develop and maintain weekly, monthly, and ad hoc sales performance reports for leadership review.
- Create and maintain dashboards and visual reporting tools using Excel, Power BI, CRM analytics, and other available systems.
- Monitor key sales metrics and performance indicators to provide visibility into sales activity, pipeline performance, revenue trends, and business results.
- Ensure the accuracy, consistency, and integrity of sales data by identifying, investigating, and resolving discrepancies.
- Translate sales data into clear, actionable insights and recommendations to support leadership decision-making.
- CRM & Sales Process Optimization
- Maintain and analyze client, prospect, and sales data within the CRM to ensure records are accurate, complete, and reliable.
- Monitor CRM usage and data quality and identify opportunities to improve data entry, tracking, reporting, and overall system effectiveness.
- Analyze sales pipeline activity, conversion rates, lead progression, and other performance indicators to identify opportunities for improvement.
- Recommend process or system enhancements designed to improve lead conversion, sales effectiveness, revenue growth, and data visibility.
- Partner with sales leadership and team members to implement and evaluate improvements to sales processes and CRM practices.
- Market & Competitor Research
- Conduct market and competitive research to identify industry trends, customer behavior, competitive positioning, and potential business opportunities.
- Analyze pricing, product and service demand, customer trends, and emerging market opportunities to support sales and business strategies.
- Organize and interpret market findings to identify relevant trends, risks, and opportunities.
- Present research findings and recommendations through concise reports, presentations, and data visualizations for leadership.
- Process Improvement & Automation
- Identify opportunities to streamline, standardize, and automate sales reporting, data collection, and operational processes.
- Develop and maintain standard operating procedures (SOPs) and documentation for sales-related processes and reporting.
- Evaluate current data tracking and reporting methodologies and recommend improvements to increase efficiency, consistency, and accuracy.
- Collaborate with cross-functional team members to implement process improvements and reporting solutions.
- Continuously evaluate sales workflows and reporting needs to identify opportunities for increased efficiency and better business visibility.
- Sales Operations & Business Support
- Maintain organized and accurate digital sales records, reports, dashboards, and supporting documentation.
- Provide analytical support for sales forecasting, goal setting, budgeting, and strategic planning initiatives.
- Prepare data, reports, and presentations for sales meetings, leadership discussions, and business reviews.
- Complete ad hoc analyses and special projects related to sales performance, data management, forecasting, customer trends, and business strategy.
- Respond to data and reporting requests from sales leadership and other key stakeholders.
- Team Collaboration & Communication
- Manage assigned projects and priorities independently while providing timely updates on progress, findings, recommendations, and potential challenges.
- Partner closely with the VP of Sales and Marketing, Sales Operations Manager, and other stakeholders to understand reporting needs, business priorities, and sales objectives.
- Participate in regular team and leadership meetings to review performance, discuss findings, establish priorities, and provide analytical insight.
- Communicate findings, trends, potential concerns, and recommendations clearly to both technical and non-technical stakeholders.
- Stay current on CRM functionality, data analytics tools, reporting capabilities, and sales operations best practices.
- Perform additional duties and responsibilities as assigned.
- Bachelor’s degree in Business, Data Analytics, Economics, Marketing, or a related field preferred.
- 1–3 years of experience in data analysis, sales operations, reporting, or a related field preferred.
- Strong analytical skills with proficiency in Excel and experience with data visualization tools such as Power BI or Tableau.
- Working knowledge of sales processes, CRM systems, and business analytics.
- Experience with SAGE, Salesforce, HubSpot, or similar systems is a plus.
- Detail-oriented with strong organizational and problem-solving skills.
- Ability to work independently and collaborate effectively with a team.
- Strong written and verbal communication skills.
- Proficiency in Microsoft Office Suite.
- Must complete a Predictive Index Behavioral Assessment and pass a company background check and limited drug screen (excludes marijuana).
- Office-based with some exposure to warehouse environments (some areas may not be heated or air-conditioned).
- Reasonable accommodations will be provided to enable individuals with disabilities to perform essential functions.
- Salary: $65,000 - $80,000
- Health, dental, vision, and 401(k) eligibility after 60 days.
- 96 hours PTO annually (prorated based on hire date).
- Employee rental discounts and referral program.
Salary : $65,000 - $80,000