Sales Planning and Reporting Analyst (USA Remote)

Overview

This role supports the sales organization by delivering data-driven insights, developing sales plans, and producing regular reporting to streamline operations, optimize performance, and help achieve sales targets. The analyst will partner with sales leadership and cross-functional teams to ensure sales strategies align with overall business goals. Responsibilities include building dashboards, defining KPIs, monitoring forecast accuracy, and translating analysis into actionable recommendations.

Responsibilities

Sales Planning

• Partner with leadership and sales teams to develop sales plans and strategies aligned with organizational objectives.
• Assist in coordination of annual budget process and ongoing forecasting reviews.
• Analyze and recommend adjustments in account segmentation to drive alignment across regions/territories.

Sales Data Analysis

• Analyze sales performance metrics, including historical sales data, market trends, quotas, conversion rates, and sales pipeline data to identify opportunities and challenges.
• Provide actionable insights to improve sales strategies and tactics.
• Collect and consolidate sales data from multiple sources, including CRM systems, databases, and spreadsheets.

Sales Forecasting

• Partner with sales leaders to set achievable sales targets and quotas.
• Collaborate with sales teams to develop accurate sales forecasts, considering historical data, in-year performance, market trends, and other relevant factors.
• Monitor forecast accuracy and adjust as needed to ensure alignment with sales goals.

Reporting and Dashboards

• Define and track KPIs to evaluate sales team performance and identify areas for improvement.
• Create and maintain reports and dashboards using reporting tools such as Tableau and Alteryx.
• Develop automated reporting processes to ensure timely and accurate delivery of sales reports to stakeholders.
• Provide insights based on data analysis to help sales managers make informed decisions.

Performance Tracking

• Provide regular KPI reports and updates to management and sales teams.
• Communicate insights and performance updates to sales leadership and other stakeholders through clear, concise reports and presentations.
• Provide feedback and recommendations to improve sales team performance.

Market Research and Competitive Analysis

• Stay current on total addressable market, industry trends, competitor activities, and market dynamics.
• Conduct competitive analysis to identify opportunities and threats.
• Use market insights to make proactive recommendations for sales strategies and tactics.

Collaboration and Communication

• Partner with cross-functional teams (marketing, finance, and product operations) to ensure alignment of sales strategies.
• Provide regional pricing support.
• Work with Finance and Sales to support sales incentive and commissions compensation administration on an as-needed basis.

Data Management

• Define data-sourcing strategy and manage integration processes for sales data from CRM systems, spreadsheets, and databases.
• Conduct regular data audits, reconcile conflicts, and ensure data accuracy and integrity.
• Troubleshoot and resolve data-related issues as they arise.

Ad Hoc Analysis

• Conduct ad hoc analyses as requested by sales leadership.
• Support sales teams by answering data-related inquiries and providing training as necessary.

Process Improvement

• Identify inefficiencies in sales processes and recommend improvements to increase productivity and effectiveness.
• Work with cross-functional teams to implement process enhancements and monitor their impact.
• Support operational implementation of acquisitions into standard process, driving continuous process optimization.

Requirements

• Bachelor’s degree in business, finance, or a related field.
• 5–7+ years of proven experience in sales analytics, planning, or related roles.
• Proficiency in data analysis tools and software (e.g., Tableau, Alteryx, Excel, SQL, and data visualization tools).
• Strong analytical and problem-solving skills with attention to detail; ability to work independently and as part of a team.
• Knowledge of sales processes, CRM systems (SFDC strongly preferred), and sales methodologies and best practices.
• Excellent communication and presentation skills to convey complex data clearly.
• Ability to work with complex data sets to create impactful reports for data-driven conversations and decision-making.
• Ability to work independently and collaborate effectively with cross-functional teams.
• High degree of adaptability to changing business needs and priorities.

Preferred Qualifications

• Not specified in the job description.

Compensation & Benefits

Salary Range

• Expected annual base salary range: $87,615/year to $146,025/year.
• This position is bonus eligible / commission-based.
• Actual compensation will be provided in writing at the time of offer (if extended) and is determined by work location and other relevant factors, including experience, skills, degrees, licensures, certifications, and other job-related factors. Internal equity, market, and organizational factors are also considered.

Global Benefits

• Remote first culture
• Health care coverage
• Education reimbursement*
• Competitive paid time off
• Self-care days
• National holidays
• 2 founder days + Juneteenth observed
• Paid volunteer time off
• Charitable contribution match
• Monthly wellness or home office reimbursement
• Access to an Employee Assistance Program (mental health platform)
• Parental leave
• Retirement plan with match/contribution

Location

• Remote-first role (global team presence across more than 35 countries).