Sales Data Analyst (full-time)

Hybrid full-time Sales Data Analyst role supporting a local sales and business team with data analysis, forecasting, and reporting.

Responsibilities

• Leverages Oracle JDE Edwards ERP, ReportsNOW, Oracle EPM, and Power BI to provide data that informs sales decisions and boosts productivity through analysis and reporting.
• Creates ad hoc sales reports on request.
• Daily advanced use of Microsoft Excel, ERPs, EPMs, BI tools, and CRM systems to support reporting tasks.
• Designs, maintains, and enhances sales reports and dashboards with Tableau, Power BI, and Salesforce to visualize key performance metrics.
• Extracts, manipulates, and analyzes large data sets using SQL to identify trends, anomalies, and growth opportunities.
• Collaborates with sales teams and business stakeholders to gather requirements and translate them into effective reporting solutions.
• Conducts detailed business analysis to support forecasting, pipeline management, and sales strategy development.
• Identifies opportunities to improve reporting workflows and implements best practices for data accuracy and efficiency.
• Supports analytics implementation and system upgrade projects by coordinating tasks across teams.
• Documents reporting processes using Visio or equivalent tools for clarity and consistency.
• Assists in developing sales forecasts by analyzing historical data, market trends, and internal performance indicators.
• Monitors data quality and integrity across Salesforce, Power BI, and other relevant platforms.
• Provides training and end-user support for reporting tools and dashboards to maximize their value.

Requirements

• Proficiency in Tableau, Power BI, SQL, Salesforce, Visio, and other BI tools.
• Strong data analysis skills with the ability to translate complex datasets into clear insights.
• Business analysis expertise focused on sales processes, forecasting models, and performance metrics.
• Analytical thinking and attention to detail to ensure accurate reporting.
• Knowledge of analytics techniques including trend analysis, variance analysis, and predictive modeling.
• Experience leading process improvements in sales or business intelligence environments.
• Effective project management skills with the ability to prioritize tasks in a fast-paced setting.
• Familiarity with CRM systems such as Salesforce and data visualization best practices.
• Strong communication skills for presenting findings to diverse audiences.
• Ability to collaborate across departments while delivering on deliverables.

Technologies

• Oracle JDE Edwards
• ReportsNOW
• Oracle EPM
• Power BI
• Microsoft Excel
• Tableau
• Salesforce
• SQL
• Visio

Education

• Bachelor’s degree in Business, Finance, Computer Science, Information Systems, or Statistics is strongly preferred.

Experience

• Microsoft Excel: 7 years (Preferred)
• Power BI: 5 years (Preferred)
• Oracle JDE Edwards: 5 years (Preferred)
• ReportsNOW: 5 years (Preferred)
• Oracle EPM: 5 years (Preferred)
• Ad Hoc Sales Reports: 5 years (Preferred)
• Tableau: 5 years (Preferred)

Location

San Juan Capistrano, CA 92675; hybrid role with in-person work requirements.

Salary

USD 70,000 - 95,000 yearly