Senior Sales Reporting Analyst

Practice/Department: Enterprise Technology & Operations

Position Title: Senior Sales Reporting Analyst

Position Location: Remote

Reports to: Senior Director, Data Analytics

FLSAStatus: Exempt

SOC Occupational Code:

13-1111

EEO-1 Job Category:

2

Job Summary:

The Senior Sales Reporting Analyst role will assist with development and support reporting, analytics, and insights for the Sales organization. This role will partner closely with Sales leadership, Revenue Operations, Finance, and Data & Analytics to translate business needs into accurate, scalable, and actionable reporting solutions. 

The role will have a strong focus on Salesforce reporting and analytics, while also supporting enterprise sales reporting across other data sources. The Senior Sales Reporting Analyst will support reporting across pipeline, bookings, invoiced performance, forecasting, customer performance, and other key sales metrics while helping ensure consistency in data, definitions, and reporting across platforms. 

The ideal candidate has strong experience with Salesforce reporting and sales analytics, a solid understanding of B2B sales processes, and the ability to translate business questions into clear, scalable reporting and insights.

Essential Functions:

Design, build, and maintain sales reports, dashboards, and analytics for Sales, Revenue Operations, Finance, and executive leadership 

Develop and maintain Salesforce reports and dashboards supporting pipeline, opportunity management, forecasting, sales activity, and performance reporting 

Partner with business stakeholders to gather reporting requirements and translate them into scalable reporting and analytics solutions 

Support Quote-to-Cash reporting and analytics, including pipeline, bookings, backlog, invoiced revenue and gross profit, forecasting, win/loss, and sales performance metrics 

Analyze sales performance across key dimensions including AE, Sales Director, region, practice, customer, product, manufacturer/OEM, and opportunity 

Identify trends, risks, exceptions, and opportunities within sales data and help translate findings into actionable business insights 

Ensure data accuracy and consistency by validating Salesforce data, business definitions, hierarchies, and downstream reporting 

Support the definition and governance of key Sales KPIs, business rules, hierarchies, and reporting definitions

Maintain and document report logic, filters, calculations, data sources, and metric definitions to support governance and self-service reporting

Troubleshoot reporting issues, including data quality, permissions, hierarchy, and visibility challenges

Support Salesforce releases, enhancements, and process changes by assessing and validating reporting impacts

Collaborate with Data Engineering and BI teams to align Salesforce reporting with enterprise data models, the data warehouse, Power BI, and other downstream analytics

Help drive adoption of standardized enterprise reporting and reduce reliance on manual or duplicative reporting

Required Skills/Abilities/Competencies:

Strong hands-on experience with Salesforce reporting and dashboards, including standard, custom, summary, matrix, and joined reports

Solid understanding of the Salesforce data model, including objects such as Opportunities, Accounts, Leads, Contacts, and Activities

Strong experience with sales metrics, pipeline management, forecasting, bookings, and performance reporting

Experience translating business requirements into reporting, dashboards, and actionable analytics

Experience working with BI and visualization platforms; Power BI experience strongly preferred

Ability to work with complex filters, business rules, hierarchies, row-level visibility, and sharing/security models

Strong analytical and problem-solving skills with high attention to data accuracy and detail 

Ability to identify trends and exceptions within data and communicate their business impact

Ability to clearly communicate insights to technical and non-technical stakeholders

Working knowledge of enterprise data warehouses and dimensional data models preferred

SQL experience preferred

Education and Experience:

4–7 years of experience in Salesforce reporting, sales analytics, business intelligence, Revenue Operations analytics, or a related field 

Hands-on experience supporting Sales or Revenue teams in a B2B environment 

Experience working across Salesforce and enterprise BI/data platforms strongly preferred 

Bachelor’s degree in Business, Information Systems, Analytics, Data Science, or a related field (or equivalent experience) 

Salesforce certifications (e.g., Salesforce Administrator, Advanced Administrator, or Reporting & Dashboard Specialist) are a plus 

Power BI or related analytics certifications are a plus 

Core Skills & Attributes:

Strong business acumen with the ability to connect sales data and metrics to business outcomes 

Analytical mindset with the ability to move beyond producing reports to identifying insights, trends, risks, and opportunities 

Detail-oriented with a strong focus on data accuracy and consistency 

Strong stakeholder-management skills with the ability to work directly with Sales and business leadership 

Collaborative mindset with experience working cross-functionally across Sales, Revenue Operations, Finance, Data Engineering, BI, and enterprise applications teams 

Comfortable operating in a fast-paced, evolving environment 

Strong documentation and organizational skills 

Proactive, curious, and continuously looking for opportunities to improve and standardize reporting and insights 

Physical Requirements:

Prolonged periods of sitting at a desk and working on a computer.

Must be able to lift up to 15 pounds at times.