Sales Analytics & QBR Insights Analyst (Hybrid)

Triumvirate; Somerville, Northern (MA, KY); Hybrid; USD 55,000 - 70,000; Full time

Benefits offered by this job

Health, Dental & Vision Insurance

401k Plan

Job summary

Triumvirate Environmental, a leading North American environmental services firm, seeks a Sales Operations Analyst in Somerville, MA to drive sales metrics reporting, analytics, and QBR preparation. This onsite role evolves to a hybrid schedule after 90 days with U.S.

work authorization required. Responsibilities include building pre-populated QBR slides, analyzing yearly trends for reps, and maintaining regular reporting cadences across CRM systems, with a focus on accuracy and actionable

Qualifications

• Bachelor's degree in business, Data Analytics, Finance, or related field.
• Strong analytical skills with the ability to interpret sales data and draw actionable insights.
• Proficiency in Excel/spreadsheet tools and CRM/reporting software; PowerPoint skills for building presentation decks.
• Excellent communication and organizational skills, with attention to detail and accuracy in reporting.
• Comfortable managing recurring deadlines across weekly, monthly, quarterly, and annual reporting cycles.
• Self-motivated and able to work independently.
• Knowledge of sales operations, KPIs, and performance metrics.
• Must be eligible to work in the United States without future sponsorship.

Responsibilities

• Sales Metrics Reporting: Prepare recurring and ad hoc reports and dashboards on sales team performance, including pipeline health, quota attainment, activity levels, win rates, and revenue trends.
• QBR Deck Coordination: Build and maintain pre-populated Quarterly Business Review slide decks for each sales representative, pulling in accurate account and performance data, then organize and distribute the decks so reps can add their own commentary and present their QBRs.
• Annual Performance Trends: Compile and analyze yearly trend reports on individual sales rep performance, highlighting year-over-year growth, quota attainment history, and areas of strength or opportunity to support coaching and territory planning.
• Data Analysis: Analyze sales data across CRM and reporting systems to identify patterns in team and individual performance and translate findings into clear summaries for sales leadership.
• Reporting Cadence: Maintain a regular reporting calendar (weekly, monthly, quarterly, and annual) to ensure sales leadership and reps have timely, accurate visibility into performance metrics.
• CRM & Systems Support: Use Oracle CX and other sales systems to pull, validate, and reconcile performance data, ensuring reports reflect accurate and up-to-date figures.
• Process Improvement: Identify opportunities to streamline reporting processes, improve dashboard usability, and reduce manual work in recurring reporting cycles.
• Communication: Communicate effectively with sales reps, sales leadership, and the Sales Operations team to distribute reporting materials, gather feedback, and support data-driven decision making.

Skills

Excel

CRM Software

PowerPoint

Education

Bachelor's degree in business or related field

Tools

Oracle CX

Job description

Triumvirate Environmental, a leading North American environmental services firm, seeks a Sales Operations Analyst in Somerville, MA to drive sales metrics reporting, analytics, and QBR preparation. This onsite role evolves to a hybrid schedule after 90 days with U.S.

work authorization required. Responsibilities include building pre-populated QBR slides, analyzing yearly trends for reps, and maintaining regular reporting cadences across CRM systems, with a focus on accuracy and actionable