Sales Insights Analyst

Inmar Intelligence

Monterrey

Presencial

MXN 749.625 - 1.124.437

Jornada completa

14 días+

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Descripción de la vacante

A renowned analytics firm in Monterrey is seeking a Sales Insights Analyst who will leverage data and reporting tools to enhance sales performance. This role involves building and maintaining CRM dashboards, analyzing sales trends, and collaborating cross-functionally. Candidates should have a bachelor's degree in a related field and proficiency in Excel, Tableau, and SQL. The position offers a full-time role in a dynamic environment.

Formación

2+ years of experience in sales analytics or a similar data-focused role.
Excellent written and verbal communication skills in English.
Strong organizational skills and attention to detail.

Responsabilidades

Leverage data to drive business decisions and empower sales performance.
Build and maintain CRM dashboards using reporting tools.
Analyze sales performance metrics on a weekly basis.

Conocimientos

Analytical skills

Communication

Collaboration

Adaptability

Educación

Bachelor’s degree in Business, Economics, Statistics, or Data Science

Herramientas

Excel

Tableau

Power BI

SQL

Salesforce

Descripción del empleo

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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