Join to apply for the Sales Insights Analyst role at Inmar Intelligence
Position Summary :
The Sales Insights Analyst leverages data and reporting tools to drive business decisions and empower sales performance. This role collaborates cross-functionally to deliver actionable sales insights, build and maintain CRM dashboards, analyze trends, and support strategic planning. The Analyst ensures sales leaders have the information needed to meet targets and optimize processes in a fast-paced environment
Primary Accountabilities
Strategic and Analytical
- Build and maintain reports and dashboards in CRM platforms (e.g., Salesforce) using filters for actionable insights.
- Analyze sales performance metrics (e.g., sales pipeline trends, forecast accuracy, rep productivity), customer trends, pipeline dynamics, and win / loss data on a weekly and sometimes daily basis.
- Conduct ad hoc analyses to support sales initiatives, new product launches, and territory planning.
- Evaluate historical trends and current pipeline to support forecasting, quota setting, and territory optimization.
Technical
Develop and maintain dashboards, scorecards, and standardized reporting tools to provide visibility into key sales KPIs.Use Excel and BI tools (e.g., Tableau, Power BI) to analyze data, apply relevant formulas, and ensure data accuracy and integrity.Extract and analyze data from CRM, SQL, and data platforms (e.g., Snowflake) to inform business decisions.Serve as a strategic partner to Sales, Marketing, and Finance teams, translating business questions into analytical frameworks.Communicate findings and action items clearly via email, video calls, and chats.Participate in cross-functional planning meetings and support remote collaboration.Required Qualifications
Bachelor’s degree in Business, Economics, Statistics, Data Science, or a related field; 2+ years of experience in sales analytics, business intelligence, or a similar data-focused role; or any equivalent combination of experience and training that provides the required knowledge, skills, and abilities.Proficiency with Excel (e.g., pivot tables, vlookups), Tableau, Power BI, and SQL.Experience with CRM systems (preferably Salesforce) including building reports / dashboards.Excellent written and verbal communication skills in English.Strong organizational skills and attention to detail.Ability to visit Monterrey office 6 times or more per month.Ability to travel ~2 times per year to Winston-Salem, NC for teaming activities at corporate headquarters.Preferred Qualifications
Experience in a U.S.-based or multinational organization.Understanding of B2B sales processes and metrics.Exposure to machine learning or predictive analytics techniques.Add any other specific qualifications as applicable.Skills and Individual Competencies
Integrity : Gains the trust of others by taking responsibility for own actions and telling the truth. Follows through on commitments; respects confidentiality.Analytical and Critical Thinking : Tackles problems using logical, systematic approaches.Communication : Effectively shares findings with diverse audiences.Collaboration : Builds cooperative relationships across teams.Adaptable : Responds to change with willingness to learn and adapt.Effective Execution : Delivers quality results consistently and reliably.The physical demands described here are representative of those that must be met by an associate to successfully perform the major job responsibilities (essential functions) of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the major job responsibilities. This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the job. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without notice.
Work Environment & Travel
Regularly required to use hands to finger, handle or feel objects, tools or controls, and reach with hands or arms.Regularly required to talk or hear and read instructions on a computer monitor and / or printed on paper.Regularly required to remain in a stationary position.Put clients first and demonstrate a positive attitude and behaviors to meet client needs and exceed expectations.Build collaborative relationships and work cooperatively with others to accomplish objectives and achieve results.Set and attain achievable, yet aggressive, goals with a sense of urgency and accountability.Understand that results are important and focus on turning mission into action while complying with quality, service and productivity standards.Support a safe work environment by following safety rules and regulations.Seniority level
AssociateEmployment type
Full-timeJob function
Analyst, Administrative, and SalesIndustries : Software DevelopmentReferrals increase your chances of interviewing at Inmar Intelligence by 2x
#J-18808-Ljbffr