Sales Insight Analyst

Position Overview

The Sales Insights Analyst uses sales, customer, pipeline, and market intelligence data to support account prioritization, go-to-market (GTM) planning, and commercial decision-making. The role combines research and to identify opportunities, assess pipeline performance, support revenue forecasting, and communicate actionable recommendations.

Key Responsibilities

Sales and Commercial Insights

• Analyze sales and customer data to identify performance trends and explain variances against targets.
• Investigate the factors contributing to changes in performance, distinguishing observed results from underlying assumptions.
• Translate findings into actionable recommendations that support commercial priorities and management decisions.

Market and Account Insight

• Interpret research provided by the Market Intelligence team and combine it with internal sales and customer data to develop account-level insights.
• Identify and assess accounts and prospects aligned with regional, industry, and GTM priorities, using available internal and external datasets, as well as research tools.
• Evaluate commercial potential and support account segmentation based on revenue opportunity, strategic alignment, and market characteristics.
• Develop prioritized account and prospect lists, documenting the rationale and assumptions supporting targeting recommendations.

Insight Reporting and Recommendations

• Prepare dashboards, concise reports, and presentations for Sales leadership and commercial stakeholders.
• Structure analytical outputs around the business question, key findings, commercial implications, and recommended actions.
• Communicate findings and assumptions clearly to technical and non-technical audiences.
• Conduct ad-hoc analyses to support Sales, Product, Marketing, and GTM planning and decision-making.

Cross-Functional Collaboration and Data Quality

• Collaborate with Sales, Sales Operations, Finance, Market Intelligence, Product, Marketing, and GTM stakeholders to clarify analytical requirements and validate recommendations

Education & Experience

• Bachelor’s degree in Business, Finance, Economics, Statistics, Data Analytics, Mathematics, or a related field.
• 3-5 years of experience in sales analytics, business analytics, revenue operations, financial analysis, market intelligence, or a related analytical role.
• Experience combining multiple datasets and translating findings into practical business recommendations.
• Understanding of B2B sales processes and commercial metrics; experience with CRM and pipeline data is strongly preferred.

Technical Skills

• Advanced Excel skills, including pivot tables, formulas, data manipulation, and analytical modeling.
• Experience developing and interpreting dashboards in Power BI, Tableau, or a similar platform, and working with CRM systems such as Salesforce.
• Proficiency in using approved AI-enabled tools for data exploration, research synthesis, pattern identification, and recurring analytical tasks, including effective prompting, validation against source data, assessment of assumptions and limitations, and adherence to company data-protection requirements.
• Ability to interpret market research and support account segmentation, prioritization, and forecasting; experience with statistical modeling or GTM planning tools is an asset.

Core Competencies

• Analytical judgment: Assess evidence, challenge assumptions, and develop actionable insights.
• Business acumen: Connect analysis to sales priorities and commercial outcomes.
• Communication: Present complex findings clearly to technical and non-technical audiences.
• Accuracy and critical thinking: Validate source data and AI-assisted outputs, recognizing limitations and uncertainty.
• Collaboration and prioritization: Coordinate across functions and manage concurrent analytical assignments