Sales Analytics Specialist

Jobtailor; North Carolina; On-site; USD 70,000 - 100,000; Full time

Job summary

Jobtailor in North Carolina is seeking a data analytics professional to own sales performance analysis, turning numbers into actionable insights for senior sales leadership. You will build dashboards and tear sheets and ensure data accuracy across CRM and ERP systems.

You will automate recurring reporting with Microsoft Power Automate, explore AI assistants to boost efficiency, and collaborate with Sales Strategy, Operations, Finance, and divisional leads to align definitions and reporting

Qualifications

• Bachelor's degree or equivalent experience in analytics or related field.
• Approximately 3 years of experience in data analytics, business analytics, or sales operations roles.
• Hands-on experience with automation or low-code tools is a plus.
• Strong Excel data analysis, modeling, and reusable sheet skills.
• Experience building reports and dashboards in Tableau.
• Familiarity with CRM (HubSpot, NetSuite) and ERP (NetSuite, Ormandy).
• Comfort working across multiple systems with attention to data accuracy.
• Experience with low-code automation tools (Power Automate) and broader Power Platform.

Responsibilities

• Analyze sales performance across the organization to answer leadership questions.
• Turn analysis into decision-ready insights for non-technical audiences.
• Build and maintain reports, tear sheets, dashboards for stakeholders.
• Source and reconcile data across CRM and ERP systems to ensure accuracy.
• Investigate data quality issues and recommend improvements.
• Structure and maintain templates supporting sales forecasting.
• Support sales territory planning through data prep and scenarios.
• Collaborate with leaders to ensure tools are accurate and usable.
• Apply low-code automation to streamline recurring reporting.
• Build AI-assisted tools to improve efficiency.
• Document tools and workflows for maintainability.

Skills

Analytical thinking

Data storytelling

Attention to detail

Independent worker

Prioritization

Education

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

Tools

Excel

Tableau

Power Automate

Copilot Studio

Power Platform

HubSpot

NetSuite

Ormandy

Job description

Responsibilities

• Perform hands‑on analysis of sales performance across the organization — pipeline, bookings, conversion, and productivity — to answer recurring and ad‑hoc questions from sales leadership.
• Turn analysis into clear, decision‑ready insights and recommendations for a non‑technical audience, not just raw reports.
• Build and maintain reporting artifacts, including tear sheets, executive summaries, and dashboards, that give stakeholders a clear, current view of the business.
• Source, validate, and reconcile data across CRM (HubSpot, NetSuite) and ERP (NetSuite, Ormandy) systems to ensure analysis rests on accurate, trusted data.
• Investigate data quality issues and anomalies and recommend improvements to data capture and reporting.
• Structure and maintain the templates and sheets that support the sales forecasting process.
• Support sales territory planning through data preparation, mapping, and scenario set‑up.
• Partner with Division Leads and leadership to ensure planning and forecasting tools are accurate, usable, and up to date.
• Apply low‑code automation (Microsoft Power Automate) to streamline recurring reporting and data preparation, reducing manual effort.
• Build and support basic AI agents or assistants using low‑code tools such as Microsoft Copilot Studio where they improve efficiency.
• Identify manual, repetitive analytical tasks and convert them into reliable, repeatable processes.
• Work across the Sales Strategy & Operations organization to understand data and tooling needs and deliver practical solutions.
• Partner with Sales Operations, Finance, and divisional stakeholders to align definitions, data sources, and reporting standards.
• Document tools, workflows, and processes so solutions are maintainable and transferable across the team.

Requirements

• Bachelor's degree in Business, Analytics, Information Systems, or a related field; equivalent experience considered.
• Approximately 3 years of experience in data analytics, business analytics, or sales operations roles.
• Some hands‑on experience with automation or low‑code tools in a business setting a plus.
• Strong proficiency in Excel for data analysis, modeling, and building structured, reusable sheets.
• Demonstrated experience analyzing business or sales data and translating it into clear insights for a non‑technical audience.
• Experience building reports and dashboards in Tableau.
• Familiarity with CRM (HubSpot, NetSuite) and ERP (NetSuite, Ormandy) data structures.
• Comfort working across multiple systems and data sources, with strong attention to detail and data accuracy.
• Hands‑on experience using low‑code automation tools (Microsoft Power Automate) to streamline recurring work; familiarity with the broader Power Platform (Power Apps, Copilot Studio) a plus.
• Ability to work independently, prioritize across competing requests, and manage multiple deliverables.
• Experience in technology, telecom, or services/reseller environments preferred.

Core Competencies

Demonstrates strong analytical capabilities in sales performance analysis, utilizing tools like Excel and Tableau to deliver actionable insights. Proficient in data validation and low‑code automation to enhance reporting efficiency and accuracy across CRM and ERP systems.