Back to jobsPartner with Sales Management and IT to understand business needs in order to identify, develop, and implement enhancements to reporting and analytical deliverables
Partner with Sales management to develop KPIs and Dashboards to drive decision making.
Create sales reporting tools in Salesforce, Power BI and other systems, and provide end user training and support to the sales team.
Design and create tools to track and report on monthly forecast and provide win/loss and other funnel/pipeline analytics.
Design, develop, maintain, and enhance reporting models to facilitate sales reporting processes.
Manage monthly sales reporting process: extract sales data, tracings, adjustments, and validate for accuracy.
Partner with department manager to develop Quotas for the Field Sales team.
Produce and validate the President’s Circle report for assigned divisional field team, for monthly rankings and annual award determinations.
Audit continuously all systems (Database, SAP, Cognos, Salesforce, Power BI) to ensure consistency in data.
Manage field inquiries regarding performance, historical sales trends, account/product level detail, etc.
Perform root cause analysis and make necessary corrections.
Serve as a liaison between Sales Management and the Power BI team to develop and trouble shoot reports.
Partner with marketing managers and use system knowledge to design various spiff programs.
Support and guide sales managers with margin analysis on quotes.
Assist Jr. Analysts with designing reports and extracting data. Act as backup as needed.
Develop productive relationships with various functions including: field based employees, Sales Management, and internal departments such as Finance, Sales Compensation, Marketing, and Service.
Provide Ad-hoc analysis and reporting as needed.
