Sales Analyst

The Sales Analyst is responsible for analyzing sales performance data, generating actionable insights, and supporting strategic decision-making across the sales organization. This role collaborates closely with Sales, Marketing, Finance, and Operations teams to optimize revenue growth and improve sales effectiveness.

Key Responsibilities

Data Analysis & Reporting

• Collect, clean, and analyze sales data from CRM, ERP, and other internal systems.

• Develop and maintain sales dashboards and reports (weekly, monthly, quarterly).

• Identify trends, anomalies, and opportunities in sales performance.

• Provide insights on customers, products, markets, and channels.

Forecasting & Planning

• Support sales forecasting and pipeline analysis using historical data and predictive methods.

• Assist in territory planning, quota setting, and performance tracking.

• Partner with Sales Managers to evaluate target achievement and resource allocation.

Business Insights & Recommendations

• Conduct deep-dive analyses on pricing, discounting, win/loss patterns, and customer behavior.

• Recommend strategies to improve conversion rates, sales cycle efficiency, and revenue growth.

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• Present insights and actionable recommendations to leadership.

Process & System Support

• Maintain and optimize CRM data accuracy (Salesforce, HubSpot, etc.).

• Contribute to automation of sales reporting and analytics workflows.

• Assist with the implementation of tools for sales performance management.

Qualifications

Education & Experience

• Bachelor’s degree in Business, Finance, Economics, Data Analytics, or related field.

• 2–5 years of experience in sales analysis, business analytics, or similar roles.

• Experience in B2B, SaaS, FMCG, or retail (depending on business) is preferred.

Technical Skills

• Strong Excel/Google Sheets capabilities (pivot tables, VLOOKUP, advanced formulas).

• Proficiency in BI/analytics tools (Power BI, Tableau, Looker, or equivalent).

• Experience with CRM systems (Salesforce, HubSpot, Zoho, etc.).

• Knowledge of SQL is a plus.

Soft Skills

• Strong analytical and critical thinking skills.

• Excellent communication and presentation skills.

• High attention to detail with ability to manage multiple priorities.

• Collaborative mindset with ability to work cross-functionally.