Strategic Analytics & Transformation Manager

Overview

This role delivers data-driven insights, financial analysis, sales performance reporting, and operational support for a strategic sales organization. You will serve as a trusted advisor to sales leadership by building forecasting models, measuring campaign effectiveness, identifying growth opportunities, and creating scalable reporting frameworks to support informed business decisions.

Responsibilities

Financial Analysis & Forecasting

• Develop, maintain, and enhance financial and operational models supporting revenue growth, gross margin performance, forecasting, and strategic planning.
• Analyze sales performance trends and prepare executive-ready reporting to support decision-making.
• Perform scenario modeling, investment analysis, and business-case development for strategic initiatives.
• Partner with Finance and Sales Leadership to improve forecast accuracy and planning processes.
• Monitor and report key business metrics, including revenue, gross margin, pipeline health, bookings, and quota attainment.

Sales Operations & Performance Management

• Design and maintain KPI scorecards, dashboards, and scalable reporting frameworks.
• Develop tracking methodologies for sales campaigns, partner programs, strategic initiatives, and growth motions.
• Identify operational efficiencies through automation, standardization, and process improvement.
• Support executive business reviews through performance analysis, concise insights, and recommended actions.
• Create mechanisms that improve visibility into sales activity, campaign effectiveness, and organizational performance.

Campaign Analytics & Strategic Programs

• Track and measure campaign adoption, pipeline influence, conversion, bookings, gross margin contribution, and return on investment.
• Build repeatable campaign reporting structures, scorecards, and attribution approaches.
• Partner with Sales, Marketing, Finance, and strategic partners to evaluate program effectiveness and recommend optimization opportunities.
• Analyze business outcomes and translate findings into actions that accelerate growth and improve sales execution.

Data, AI & Automation Enablement

• Apply AI-powered technologies and automation tools to enhance reporting, forecasting, business analysis, and operational workflows.
• Develop scalable AI-assisted workflows that reduce manual effort and accelerate insight generation.
• Evaluate practical use cases for emerging analytical capabilities that improve decision-making and sales productivity.
• Promote responsible adoption and effective utilization of AI-enabled sales and operational tools.
• Document model logic, data sources, assumptions, controls, and repeatable processes to support consistency and governance.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, Data Analytics, Information Systems, or a related field.
• Minimum of 5 years of experience in Sales Operations, Revenue Operations, Financial Analysis, Business Intelligence, or a related discipline.
• Advanced Microsoft Excel and financial modeling capabilities.
• Experience with Power BI, Tableau, Salesforce, Dynamics, or comparable analytics and CRM platforms.
• Strong understanding of forecasting methodologies, KPI management, pipeline analytics, and performance reporting.
• Demonstrated ability to translate complex data into clear, actionable business recommendations.
• Strong verbal, written, and presentation communication skills.
• Proven ability to work cross-functionally and influence stakeholders at multiple levels.

Preferred Qualifications

• Experience supporting an enterprise technology sales organization.
• Experience developing sales campaign measurement frameworks, scorecards, or attribution models.
• Working knowledge of AI-enabled productivity, analytics, and business intelligence tools, including Microsoft Copilot or comparable platforms.
• Experience with Power Query, DAX, SQL, Python, or other advanced reporting and analytics technologies.
• Experience with data automation, dashboard development, and data-quality controls.
• MBA or advanced degree preferred.

Compensation & Benefits

• Estimated annual pay range: $135,000 - $185,000 (includes base salary and bonus).
• Compensation is dependent on job-related knowledge, skills, experience, and market location and may vary from individual to individual.
• Benefits may include (but are not limited to): medical, vision, dental, 401K, and flexible spending.

Location

• Not specified in the provided job description.

Equal Employment Opportunity

Equal Employment Opportunity – M/F/Disability/Protected Veteran Status