Sales Planning and Reporting Analyst (USA Remote)

Overview

This role is responsible for driving sales effectiveness through data-driven insights, sales planning support, and ongoing reporting. You will partner with sales leadership and cross-functional stakeholders to ensure sales strategies align with business objectives, using dashboards, automated reporting, and performance analysis to support informed decision-making.

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.
• Drive actionable insights to improve sales strategies and tactics.
• Collect and consolidate sales data from various 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 using historical data, in-year performance, market trends, and other relevant factors.
• Monitor forecast accuracy and make adjustments 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 actionable insights based on data analysis to help sales managers make informed decisions.

Performance Tracking

• Provide regular reports and updates on KPIs to management and sales teams.
• Communicate insights and performance updates through clear and concise reports and presentations.
• Provide feedback and recommendations to improve sales team performance.

Market Research and Competitive Analysis

• Stay up to date 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 (including marketing, finance, and product operations) to align sales strategies.
• Provide regional pricing support.
• Work with Finance and Sales teams to provide assistance with sales incentive and commissions compensation administration on an as-needed basis.

Data Management

• Define data-sourcing strategy and manage integration of sales data from CRM systems, spreadsheets, and databases.
• Conduct regular data audits to evaluate gathered information, 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 the sales team by answering data-related inquiries and offering training as necessary.

Process Improvement

• Identify sales process inefficiencies and recommend improvements to increase productivity and effectiveness.
• Partner with cross-functional teams to implement process enhancements and monitor 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, data visualization tools).
• Strong analytical and problem-solving skills with attention to detail and 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

• None specified.

Compensation & Benefits

• 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 (high level)

• 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 role. Team members are located in over 35 countries, including the United States, Mexico, United Kingdom, Australia, Japan, India, and the Philippines.