Sales and Data Analyst

Sales and Data Analyst role based in Valley View, OH (onsite) focused on turning sales and CRM data into actionable reporting and insights.

Responsibilities

• Collect, organize, analyze, and interpret sales data to surface trends, patterns, performance gaps, and improvement opportunities.
• Build and maintain weekly, monthly, and ad hoc sales performance reports for leadership review.
• Create and maintain dashboards and visual reporting tools using Excel, Power BI, CRM analytics, and other available systems.
• Track key sales metrics and performance indicators for pipeline visibility, revenue trends, and overall business results.
• Verify the accuracy, consistency, and integrity of sales data by investigating and resolving discrepancies.
• Convert sales data into clear, actionable insights and recommendations for business decisions and sales growth.
• Maintain and analyze client, prospect, and sales records in the CRM to keep information accurate, complete, and reliable.
• Monitor CRM usage and data quality, identifying ways to improve data entry, tracking, reporting, and system effectiveness.
• Analyze pipeline activity, conversion rates, lead progression, and related indicators to identify process improvements.
• Recommend process or system enhancements that improve lead conversion, sales effectiveness, revenue growth, and reporting visibility.
• Collaborate with sales leadership and team members to implement and evaluate CRM and sales process improvements.
• Conduct market and competitive research to identify industry trends, customer behavior, competitive positioning, and opportunities.
• Analyze pricing, product and service demand, customer trends, and emerging market opportunities to support strategy.
• Summarize market findings into relevant trends, risks, and opportunities.
• Present research and insights through concise reports, presentations, and data visualizations for leadership.
• Identify opportunities to streamline, standardize, and automate sales reporting, data collection, and operational workflows.
• Develop and maintain standard operating procedures (SOPs) and documentation for sales processes and reporting.
• Review current data tracking and reporting methods, recommending improvements to increase efficiency, consistency, and accuracy.
• Support sales forecasting, goal setting, budgeting, and strategic planning initiatives with analytical input.
• Prepare data, reports, and presentations for sales meetings, leadership discussions, and business reviews.
• Complete ad hoc analyses and special projects related to sales performance, data management, forecasting, and customer trends.
• Respond to data and reporting requests from sales leadership and other key stakeholders.
• Manage assigned projects and priorities independently with timely updates on progress, findings, recommendations, and risks.
• Work closely with the VP of Sales and Marketing and other stakeholders to align reporting needs with business priorities and objectives.
• Participate in regular team and leadership meetings to review performance, discuss findings, set priorities, and provide analytical insight.
• Communicate findings, trends, concerns, and recommendations clearly to technical and non-technical audiences.
• Stay current on CRM functionality, data analytics tools, reporting capabilities, and sales operations best practices.
• Perform additional duties and responsibilities as assigned.

Requirements

• Bachelor’s degree in Business, Data Analytics, Economics, Marketing, or a related field (preferred).
• 1–3 years of experience in data analysis, sales operations, reporting, or a related field (preferred).
• Strong analytical skills with Excel proficiency and experience with data visualization tools such as Power BI or Tableau.
• Working knowledge of sales processes, CRM systems, and business analytics.
• Experience with SAGE, Salesforce, HubSpot, or similar systems is a plus.
• Detail-oriented approach with strong organizational and problem-solving skills.
• Ability to work independently and collaborate effectively with a team.
• Strong written and verbal communication skills.
• Proficiency in Microsoft Office Suite.
• Must complete a Predictive Index Behavioral Assessment and pass a company background check and limited drug screen (excludes marijuana).

Technologies

• Excel
• Power BI
• Tableau
• CRM analytics
• CRM
• SAGE
• Salesforce
• HubSpot
• Microsoft Office Suite

Benefits

• Salary: $65,000 - $80,000 annually.
• Health, dental, vision, and 401(k) eligibility after 60 days.
• 96 hours PTO annually (prorated based on hire date).
• Employee rental discounts and referral program.

Work Conditions

• Office-based role with some exposure to warehouse environments (some areas may not be heated or air-conditioned).
• Reasonable accommodations provided for individuals with disabilities to perform essential functions.