Sales BI Analyst – Forecasting & Dashboards (Hybrid)

Everfox

Herndon (VA)

Hybrid

USD 99,000 - 144,000

Full time

14 days+

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Benefits offered by this job

Flexible PTO
401k match
Healthcare coverage

Job summary

Everfox is seeking a Sales Business Intelligence Analyst in Herndon, VA. The role focuses on delivering clear, actionable reporting to strengthen pipeline visibility, improve forecasting, and support a fast-growing sales organization.

You will maintain Salesforce data integrity, build dashboards for leadership, and work closely with senior sales stakeholders to validate pipeline and forecast submissions. The position requires strong analytical capability, attention to detail, and comfort in a

Qualifications

  • Hands-on Salesforce reporting experience; ability to build dashboards and structured reports.
  • Strong Excel skills including pivot tables, lookup, and complex formulas.
  • Experience with BI/visualization platforms (Power BI, Tableau, Domo, or similar).
  • Understanding of sales compensation concepts (quota, attainment, incentives) is preferred.

Responsibilities

  • Build, maintain, and enhance Salesforce reports and dashboards for sales leadership and executives.
  • Collaborate with sales leaders to validate pipeline and forecast ahead of reviews.
  • Handle ad-hoc reporting requests with speed and accuracy for leadership.
  • Maintain data hygiene in Salesforce with disciplined opportunity-stage usage.
  • Develop Excel-based models for pipeline coverage, quota attainment, bookings, and win/loss metrics.
  • Support monthly and quarterly business reviews with clear, decision-ready reports.
  • Identify data gaps or inefficiencies and propose improvements.
  • Partner with senior sales and revenue stakeholders on reporting needs.

Skills

Salesforce reporting
Advanced Excel
Communication with senior leaders
Attention to detail
Analytical mindset

Education

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

Tools

Salesforce
Excel
Power BI
Tableau

Job description

Everfox is seeking a Sales Business Intelligence Analyst in Herndon, VA. The role focuses on delivering clear, actionable reporting to strengthen pipeline visibility, improve forecasting, and support a fast-growing sales organization.

You will maintain Salesforce data integrity, build dashboards for leadership, and work closely with senior sales stakeholders to validate pipeline and forecast submissions. The position requires strong analytical capability, attention to detail, and comfort in a

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