Sales Analyst

Socket.dev; Dallas (TX); On-site; USD 75,000 - 110,000; Full time

Job summary

VitalCaring is seeking a Sales Analyst focused on Home Health & Hospice to transform complex data into actionable insights that guide growth, forecasting, and strategic decisions. You will drive clarity across performance metrics and leadership reporting.

You’ll own month-end sales reporting, develop market share dashboards, analyze referral activity, workforce productivity, data governance, and budgeting support to inform expansion initiatives.

Qualifications

• Bachelor's degree in Business, Finance, Analytics, or related field.
• 3-5+ years of experience in sales analytics, business intelligence, or data-focused roles.
• Healthcare experience preferred (Home Health or Hospice a plus).
• Advanced Excel skills and experience working with large datasets.
• Dashboard and visualization experience (Tableau preferred).
• Experience with Homecare Homebase and/or Trella strongly preferred.
• Proven ability to support senior leadership with clear, concise insights.
• High attention to detail with strong analytical judgment.

Responsibilities

• Own month-end sales reporting for the VP of Sales and executive leadership.
• Ensure consistency, accuracy, and clarity across regions and service lines.
• Deliver actionable insights, including CPA reporting and performance risk analysis.
• Develop and maintain market share dashboards across Home Health and Hospice.
• Analyze territory performance trends to inform growth strategy.
• Integrate external data sources to strengthen competitive intelligence.
• Analyze referral patterns and portal-based referral activity.
• Identify market opportunities and competitive positioning insights.
• Provide field-ready intelligence to drive targeted growth initiatives.
• Track headcount, hiring trends, productivity, and turnover metrics.
• Support capacity modeling aligned to sales demand and expansion plans.
• Provide visibility into workforce risk areas and staffing implications.
• Validate data sources and resolve reporting discrepancies.
• Establish controls and documentation to improve data integrity.
• Reduce manual adjustments and improve scalability of reporting processes.
• Support quarterly and annual board reporting preparation.
• Partner with Sales and Finance to align analytics with growth and budget assumptions.

Skills

Advanced Excel

Tableau

Data visualization

BI analytics

Large datasets

Sales analytics

Education

Bachelor's degree in Business, Finance, Analytics, or related field

Tools

Homecare Homebase

Trella

Job description

Sales Analyst – Home Health & Hospice

Drive Growth Through Insight.

At VitalCaring, we believe growth starts with clarity. The Sales Analyst plays a pivotal role in transforming complex data into meaningful, actionable intelligence that drives strategic decisions across our Home Health and Hospice platforms.

This role sits at the intersection of sales performance, market strategy, referral analytics, workforce planning, and financial forecasting. You won't just report numbers — you'll shape how leadership understands performance, risk, and opportunity.

If you are highly analytical, process-minded, and energized by building structure in fast-moving environments, this is an opportunity to make measurable impact at scale.

What You'll Do

Sales Performance & Executive Reporting

• Own month-end sales reporting for the VP of Sales and executive leadership
• Ensure consistency, accuracy, and clarity across regions and service lines
• Deliver actionable insights, including CPA reporting and performance risk analysis

Market Share & Competitive Analytics

• Develop and maintain market share dashboards across Home Health and Hospice
• Analyze territory performance trends to inform growth strategy
• Integrate external data sources to strengthen competitive intelligence

Referral & Trella Analytics

• Analyze referral patterns and portal-based referral activity
• Identify market opportunities and competitive positioning insights
• Provide field-ready intelligence to drive targeted growth initiatives

Workforce & Productivity Reporting

• Track headcount, hiring trends, productivity, and turnover metrics
• Support capacity modeling aligned to sales demand and expansion plans
• Provide visibility into workforce risk areas and staffing implications

Data Governance & Process Improvement

• Validate data sources and resolve reporting discrepancies
• Establish controls and documentation to improve data integrity
• Reduce manual adjustments and improve scalability of reporting processes

Budgeting & Strategic Support

• Support quarterly and annual board reporting preparation
• Partner with Sales and Finance to align analytics with growth and budget assumptions

What You'll Bring

• Bachelor's degree in Business, Finance, Analytics, or related field
• 3-5+ years of experience in sales analytics, business intelligence, or data-focused roles
• Healthcare experience preferred (Home Health or Hospice a plus)
• Advanced Excel skills and experience working with large datasets
• Dashboard and visualization experience (Tableau preferred)
• Experience with Homecare Homebase and/or Trella strongly preferred
• Proven ability to support senior leadership with clear, concise insights
• High attention to detail with strong analytical judgment