Sales and Data Analyst

Event Source; Valley View (OH); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Salary range

Health benefits

96 hours PTO

Employee discounts

Job summary

Event Source is seeking a Sales and Data Analyst based in Valley View, OH, onsite. You will turn sales and CRM data into actionable reporting and insights for leadership.

The role emphasizes building dashboards with Excel, Power BI, Tableau, and CRM analytics, maintaining data integrity, and collaborating with the sales team to drive revenue growth.

Qualifications

• Bachelor’s degree in business, data analytics, economics, marketing, or related field.
• 1–3 years of experience in data analysis, sales operations, or reporting.
• Strong Excel skills and data visualization experience (Power BI or Tableau).
• Experience with CRM systems like Salesforce, HubSpot, or SAGE is a plus.
• Detail-oriented with solid organizational and problem-solving abilities.

Responsibilities

• Collect, organize, analyze, and interpret sales data to surface trends and gaps.
• Build weekly, monthly, and ad hoc sales performance reports for leadership.
• Create dashboards and visual reports using Excel, Power BI, and CRM analytics.
• Monitor pipeline metrics and data quality; resolve discrepancies.
• Collaborate with sales leadership to implement CRM and process improvements.
• Prepare data and presentations for leadership reviews and business planning.

Skills

Data analysis

Sales operations

Reporting

Excel

Power BI

Tableau

CRM analytics

Microsoft Office

Analytical thinking

Communication

Education

Bachelor’s degree

Tools

SAGE

Salesforce

HubSpot

CRM

Job description

Sales and Data Analyst role based in Valley View, OH (onsite) focused on turning sales and CRM data into actionable reporting and insights.

Responsibilities

• Collect, organize, analyze, and interpret sales data to surface trends, patterns, performance gaps, and improvement opportunities.
• Build and maintain weekly, monthly, and ad hoc sales performance reports for leadership review.
• Create and maintain dashboards and visual reporting tools using Excel, Power BI, CRM analytics, and other available systems.
• Track key sales metrics and performance indicators for pipeline visibility, revenue trends, and overall business results.
• Verify the accuracy, consistency, and integrity of sales data by investigating and resolving discrepancies.
• Convert sales data into clear, actionable insights and recommendations for business decisions and sales growth.
• Maintain and analyze client, prospect, and sales records in the CRM to keep information accurate, complete, and reliable.
• Monitor CRM usage and data quality, identifying ways to improve data entry, tracking, reporting, and system effectiveness.
• Analyze pipeline activity, conversion rates, lead progression, and related indicators to identify process improvements.
• Recommend process or system enhancements that improve lead conversion, sales effectiveness, revenue growth, and reporting visibility.
• Collaborate with sales leadership and team members to implement and evaluate CRM and sales process improvements.
• Conduct market and competitive research to identify industry trends, customer behavior, competitive positioning, and opportunities.
• Analyze pricing, product and service demand, customer trends, and emerging market opportunities to support strategy.
• Summarize market findings into relevant trends, risks, and opportunities.
• Present research and insights through concise reports, presentations, and data visualizations for leadership.
• Identify opportunities to streamline, standardize, and automate sales reporting, data collection, and operational workflows.
• Develop and maintain standard operating procedures (SOPs) and documentation for sales processes and reporting.
• Review current data tracking and reporting methods, recommending improvements to increase efficiency, consistency, and accuracy.
• Support sales forecasting, goal setting, budgeting, and strategic planning initiatives with analytical input.
• Prepare data, reports, and presentations for sales meetings, leadership discussions, and business reviews.
• Complete ad hoc analyses and special projects related to sales performance, data management, forecasting, and customer trends.
• Respond to data and reporting requests from sales leadership and other key stakeholders.
• Manage assigned projects and priorities independently with timely updates on progress, findings, recommendations, and risks.
• Work closely with the VP of Sales and Marketing and other stakeholders to align reporting needs with business priorities and objectives.
• Participate in regular team and leadership meetings to review performance, discuss findings, set priorities, and provide analytical insight.
• Communicate findings, trends, concerns, and recommendations clearly to technical and non-technical audiences.
• Stay current on CRM functionality, data analytics tools, reporting capabilities, and sales operations best practices.
• Perform additional duties and responsibilities as assigned.

Requirements

• Bachelor’s degree in Business, Data Analytics, Economics, Marketing, or a related field (preferred).
• 1–3 years of experience in data analysis, sales operations, reporting, or a related field (preferred).
• Strong analytical skills with Excel proficiency and experience with data visualization tools such as Power BI or Tableau.
• Working knowledge of sales processes, CRM systems, and business analytics.
• Experience with SAGE, Salesforce, HubSpot, or similar systems is a plus.
• Detail-oriented approach with strong organizational and problem-solving skills.
• Ability to work independently and collaborate effectively with a team.
• Strong written and verbal communication skills.
• Proficiency in Microsoft Office Suite.
• Must complete a Predictive Index Behavioral Assessment and pass a company background check and limited drug screen (excludes marijuana).

Technologies

• Excel
• Power BI
• Tableau
• CRM analytics
• CRM
• SAGE
• Salesforce
• HubSpot
• Microsoft Office Suite

Benefits

• Salary: $65,000 - $80,000 annually.
• Health, dental, vision, and 401(k) eligibility after 60 days.
• 96 hours PTO annually (prorated based on hire date).
• Employee rental discounts and referral program.

Work Conditions

• Office-based role with some exposure to warehouse environments (some areas may not be heated or air-conditioned).
• Reasonable accommodations provided for individuals with disabilities to perform essential functions.