Sales Data Analyst

Jobtailor; Frisco (TX); On-site; USD 75,000 - 110,000; Full time

Job summary

Jobtailor in Frisco, TX is seeking a Data Analyst to build dashboards, analyze operational and sales data, and deliver executive reporting. You will translate business questions into actionable analysis and collaborate with cross-functional teams.

Responsibilities include supporting forecasting, KPI development, data governance, and presenting trends to leadership; frequent interaction with Sales, Customer Success, Marketing, Finance.

Qualifications

• 3+ years of experience as a Data Analyst or similar role supporting operational teams.
• Hands-on experience with Power BI or other reporting/analytics platforms.
• Strong SQL experience.
• Advanced Excel skills, including pivot tables, formulas, and data modeling.
• Strong analytical and problem-solving skills.
• Experience presenting data, trends, and insights to stakeholders.
• Ability to ensure data quality, consistency, and accuracy.
• Ability to anticipate business needs.
• Strong communication skills for executive audiences.

Responsibilities

• Build and maintain dashboards, scorecards, and executive reporting solutions.
• Analyze operational, sales, pipeline, and account portfolio data to identify trends and business opportunities.
• Support pipeline management, forecasting, and scenario modeling activities.
• Deliver weekly and monthly reporting with meaningful insights and recommendations.
• Develop presentations and reporting for leadership teams and business reviews.
• Partner with Sales, Partnerships, Customer Success, Marketing, Finance, and Account Management teams.
• Translate business questions into actionable analysis and recommendations.
• Support KPI development, reporting standardization, and data governance initiatives.
• Proactively identify trends, risks, opportunities, and areas for business improvement.
• Work across multiple systems and data sources to improve reporting accuracy and business visibility.
• Serve as a strategic partner to business leaders.
• Travel up to 10% if required.

Skills

Data Analysis

Power BI

SQL

Advanced Excel

Sales Analytics

Revenue Operations

Customer Success Analytics

Tableau

Salesforce

HubSpot

Data Modeling

Education

Bachelor's degree or equivalent

Tools

Salesforce

HubSpot

Tableau

Power BI

Job description

• Build and maintain dashboards, scorecards, and executive reporting solutions
• Analyze operational, sales, pipeline, and account portfolio data to identify trends and business opportunities
• Support pipeline management, forecasting, and scenario modeling activities
• Deliver weekly and monthly reporting with meaningful insights and recommendations
• Develop presentations and reporting for leadership teams and business reviews
• Partner with Sales, Partnerships, Customer Success, Marketing, Finance, and Account Management teams
• Translate business questions into actionable analysis and recommendations
• Support KPI development, reporting standardization, and data governance initiatives
• Proactively identify trends, risks, opportunities, and areas for business improvement
• Work across multiple systems and data sources to improve reporting accuracy and business visibility
• Serve as a strategic partner to business leaders
• Travel up to 10% if required

Requirements

• 3+ years of experience as a Data Analyst or similar role supporting operational teams
• Hands-on experience with Power BI or other reporting/analytics platforms
• Strong SQL experience
• Advanced Excel skills, including pivot tables, formulas, and data modeling
• Strong analytical and problem-solving skills
• Experience presenting data, trends, and insights to stakeholders
• Ability to ensure data quality, consistency, and accuracy
• Ability to anticipate business needs
• Strong communication skills for executive audiences
• Sales Analytics experience preferred
• Revenue Operations experience preferred
• Customer Success Analytics experience preferred
• Financial services experience preferred
• Salesforce experience preferred
• HubSpot experience preferred
• SQL experience preferred
• Tableau experience preferred
• Bachelor's degree or equivalent combination of education and experience preferred
• Ability to travel up to 10%

Core Competencies

Demonstrates expertise in data analysis, reporting, and visualization, with a strong focus on operational and sales analytics. Proficient in translating complex data into actionable insights for executive leadership and cross-functional teams.

Highest-signal resume keywords

• Data Analysis
• Power BI
• SQL
• Advanced Excel
• Sales Analytics

ATS Optimization Keywords

Hard Skills

• Data Analysis
• SQL
• Advanced Excel
• Data Modeling
• Reporting Standardization
• KPI Development
• Scenario Modeling
• Sales Analytics
• Revenue Operations
• Customer Success Analytics

Soft Skills

• Analytical Skills
• Problem-Solving Skills
• Communication Skills

Industry Keywords

• Financial Services
• Data Governance
• Operational Teams
• Executive Reporting
• Business Improvement

Tools & Technologies

• Power BI
• Salesforce
• HubSpot
• Tableau