Sr. Sales Strategy Analyst

Position Description

Title:                                       Sr. Sales Strategy Analyst

Department:                           Sales 

Immediate Supervisor:          Dir, Business Perf & Sales Ops

Status:                                    Exempt Salaried          

Position Purpose:                 This role supports the Sales organization by transforming data into actionable insights that enhance commercial execution, CRM utilization, and strategic decision-making. This role is critical in developing consistent reporting, monitoring sales performance, and ensuring data accuracy across systems. Working cross-functionally with Finance, Product Management, Supply Chain, and Sales Leadership, the Analyst helps standardize processes, strengthen forecasting accuracy, and drive a culture of data-informed accountability.

Principle Accountabilities

CRM Reporting & Data Integrity

Develop and maintain CRM dashboards and performance reports for sales leadership and management

Monitor data accuracy, identify gaps or inconsistencies, and partner with the CRM admin to improve data quality and compliance with governance standards

Serve as a secondary system resource, capable of performing light admin tasks when needed

Sales Forecast & Business Analysis

Support monthly and quarterly forecasting cycles through data collection, pipeline validation, and variance analysis

Analyze sales performance by segment, region, or account to identify trends and opportunities

Contribute to financial modeling and performance projections that inform strategic decisions

Reporting & Performance Metrics

Build and maintain Power BI and Excel-based dashboards to measure KPIs across sales, pricing, and customer engagement

Deliver recurring and ad hoc reports to support leadership visibility and strategic reviews

Support quarterly business (QBR) preparation through data visualization and insight summaries

Process & System Optimization

Document and refine CRM-related workflows to enhance efficiency and consistency

Identify process bottlenecks or data gaps, proposing solutions to improve sales operations effectiveness

Collaborate on change management and training initiatives to drive system adoption and performance visibility

Cross-Functional Collaboration

Partner with Finance, Product Management, and Supply Chain to ensure data alignment across business functions

Support integrated business planning to ensure consistent reporting and shared metrics

Contribute to strategic initiatives that improve commercial performance and organizational alignment

Related tasks as requested by supervisor

Essential Skills and Experience

Bachelor’s degree in Business, Marketing, Analytics or related field.

2-4 years of experience in business analysis, sales operations, or performance reporting

Strong analytical and problem-solving skills with proficiency in Excel, Power BI, and CRM systems (Microsoft Dynamics preferred)

Demonstrated ability to translate data into insights that drive business outcomes

Excellent organizational skills and attention to detail

Strong analytical and financial modeling skills.

Strong interpersonal and communication abilities to collaborate across departments