Sales Analyst

ECCO Select; United States; On-site; USD 65,000 - 95,000; Full time

Job summary

ECCO Select is seeking a Sales Analyst who will transform sales and marketing data into actionable insights to boost efficiency, revenue growth and customer loyalty. You will build Power BI reports, analyze CRM data, and collaborate with product, sales and marketing teams to steer strategy.

A strong SQL/Excel background and ability to communicate complex findings are essential. The role requires partnering with stakeholders, developing KPIs, and identifying bottlenecks to accelerate the sales

Qualifications

• Bachelor’s degree in business, analytics, or a related field.
• 5+ years of experience in report planning, forecasting, data analysis, or CRM.
• Experience collaborating with sales teams and cross‑functional partners.

Responsibilities

• Builds and maintains dashboards and reports in Power BI for sales and marketing teams.
• Identify trends and opportunities from CRM, sales, and market data to drive decisions.
• Develop target plans and ideal customer profiles to improve campaigns and sales processes.
• Communicate insights clearly to product, sales and marketing stakeholders.

Skills

Data analysis

Communication

Teamwork

Multitasking

Adaptability

Learning mindset

Education

Bachelor’s degree in business/analytics

Tools

Power BI

Salesforce

Google Suite

Microsoft Office

Excel

Job description

The Sales Analyst provides valuable analysis and actionable insights that will be used to develop plans to help drive sales efficiency, revenue growth and client loyalty. The position is responsible for analyzing quantitative and qualitative sales and marketing data to identify trends, understand market and competitive dynamics. The role regularly presents/recommends actions to the product, sales, and marketing teams to capitalize on business opportunities. The position helps to optimize processes, manage data integrity, develop measurable KPI metrics and promote selling opportunities.

Essential Duties and Responsibilities:

• Building strong relationships and acting as a trusted advisor with assigned team(s), mainly product, marketing, sales, IT, credit and HR.
• Leverage internal and external data sources to identify and develop account targeting plans that provide teams with clear, specific customer and prospect targets by product category/segment/market.
• Develop ideal customer profiles and playbooks that identify campaign opportunities and strategies to capitalize on them.
• Partner with key stakeholders to understand business objectives and translate them into date driven reporting solutions.
• Identify bottlenecks in the sales cycle and workflows to help increase pipeline velocity.
• Analyze product, competitive, channel and customer dynamics to uncover insights and recommend actions to guide business performance.
• Explore, source, and recommend third-party data acquisition to assist the marketing and sales teams with market analytics, business case development, prospect identification and other opportunities.
• Use PowerBI to develop and maintain reports and dashboards for sales and sales support teams.
• Utilize Customer Relationship Management (CRM) system and other tools to manage and analyze customer information.
• Identify opportunities to improve customer and prospect data collection via the CRM system.
• Clear communication of information and actionable insights to cross-functional internal stakeholders.
• Support other marketing and sales enablement efforts and projects as needed.
• Analyze client feedback as it relates to the bank’s products and services and make recommendations for improvements.
• Participate in company-wide data governance efforts to build and maintain a healthy data environment.
• Perform other duties and special projects as assigned.

Qualifications:

• Strong IT capabilities and experience with sales, customer, CRM, reporting and financial data.
• Strong analytical and technical problem solving skills with a willingness to learn new technologies.
• Self-motivated team player.
• Strong interpersonal and communication skills, both verbal and written.
• Able to multitask, prioritize, manage time and problem solve.
• Able to adapt to change while working in a regulated environment.

Education and/or Experience:

• Bachelor’s degree required. Concentration in business, analytics, or similar are preferred. MBA or master’s degree is helpful but not required.
• 5+ years’ experience in report planning process, forecasting, data analysis, CRM.
• Experience with working with sales teams.

Computer and Software Skills:

• Strong experience utilizing Microsoft Power BI.
• Google Suite and Microsoft Office.
• Experience with Salesforce.com, or similar CRM system.
• Proficient in Microsoft Excel – ability to run, review, create and analyze reports and models.
• Foundational SQL proficiency required.

Certificates, Licenses and Registrations:

• Power BI Data Analyst certification or equivalent strongly desired.

ECCO Select is committed to hiring and retaining a diverse workforce. Our policy is to provide equal opportunity to all people without regard to race, color, religion, national origin, ancestry, marital status, veteran status, age, disability, pregnancy, genetic information, citizenship status, sex, sexual orientation, gender identity or any other legally protected category. Veterans of our United States Uniformed Services are specifically encouraged to apply for ECCO Select opportunities.

Equal Employment Opportunity is The Law

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