Sales Forecasting Analyst

Apex Systems; Irvine (CA); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical, dental, vision

401K with company match

ESPP

HSA

EAP with counseling

Certification discounts

Job summary

Everforth Apex Systems in Irvine, CA is seeking a Sales Forecasting Analyst to support strategy, governance, and continuous improvement of global sales technology platforms. You will gather requirements, analyze data flows, and coordinate testing and deployment with IT and Sales teams.

The role emphasizes collaboration across regions, data quality, dashboards, and adoption of new solutions to optimize the sales tech stack. On-site work is required.

Qualifications

• Bachelor's degree or equivalent professional experience accepted.
• 4–6 years of relevant experience in business analysis, sales operations, CRM systems, enterprise tech implementations, or tech product operations.
• Strong proficiency with Microsoft Excel, PowerPoint, Word; solid understanding of data flows, system integrations, and enterprise apps.
• Experience with Salesforce, ServiceNow, Power BI preferred.

Responsibilities

• Collaborate with Regional Sales, Account Management, Sales Operations, IT, and cross-functional stakeholders to capture objectives and requirements.
• Lead discovery sessions to gather and document business and functional requirements.
• Translate needs into functional requirements, user stories, acceptance criteria, workflows, and use cases.
• Document current and future processes, identify gaps and automation opportunities.
• Support governance of the sales tech ecosystem and collect requirements for enhancements.
• Develop test plans and acceptance criteria for user acceptance testing.
• Document defects and support data mapping, validation, and migrations.
• Monitor adoption, data quality, and feedback; develop dashboards and reports.
• Establish feedback loops with sales users to improve user experience and tech ecosystem.

Skills

Excel

PowerPoint

Word

Salesforce

ServiceNow

Power BI

Education

Bachelor's degree in Business Administration, Information Systems, Technology, Finance, Marketing, Operations, or related discipline; equivalently experienced accepted

Job description

Sales Forecasting Analyst

Job#: 3051286

Location: Irvine, California (On-site)

This organization is seeking a professional Sales Forecasting Analyst to support the strategy, implementation, governance, and continuous improvement of technology platforms serving the Global Sales Organization. Acting as a key liaison among Regional Sales and Account Management, Sales Operations, Information Technology, and cross-functional stakeholders, this position translates business needs into effective technology solutions. The successful candidate gathers requirements, analyzes business and data flows, coordinates system and user acceptance testing, and supports successful system deployment and adoption.

Key Responsibilities

• Partner with Regional Sales and Account Management, Sales Operations, Information Technology, and cross-functional stakeholders to understand business objectives and requirements.
• Facilitate discovery sessions and workshops to gather, analyze, and document business and functional requirements.
• Translate business needs into functional requirements, user stories, acceptance criteria, process flows, and use cases.
• Document current-state and future-state processes while identifying gaps, inefficiencies, and automation opportunities.
• Support the management and governance of the sales technology ecosystem, including business intake for requirements and enhancements.
• Develop test plans, scenarios, scripts, and acceptance criteria to coordinate and execute user acceptance testing.
• Document and track defects, validate delivered solutions, and support data mapping, validation, and migration activities.
• Monitor platform adoption, utilization, data quality, and user feedback to develop dashboards and reporting.
• Establish feedback loops with sales users to continuously improve the user experience and technology ecosystem.

Required Qualifications

Education: Bachelor's degree in Business Administration, Information Systems, Technology, Finance, Marketing, Operations, or a related discipline; equivalent professional experience is also accepted.

Experience: Minimum of 4 to 6 years of relevant experience in business analysis, sales operations, customer relationship management systems, enterprise technology implementation, or technology product operations.

Technical Skills: Strong proficiency in Microsoft Excel, PowerPoint, Word, and related productivity tools, with a solid understanding of system integrations, data flows, and enterprise applications. Experience with Salesforce, ServiceNow, Power BI, or comparable workflow and analytics platforms is preferred.

Preferred Qualifications

• Experience working within a complex, global business-to-business sales organization.
• Experience supporting customer relationship management platforms or enterprise transformation initiatives.
• Commercial aviation or related industry experience.
• Familiarity with Agile, Scrum, or comparable technology-delivery methodologies.

Benefits

• Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection.
• We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure.
• Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts.
• In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA.

Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.

If you require an accommodation under the Americans with Disabilities Act to participate in an interview with a virtual recruiter or to use our website for a search or application, please contact our Benefits Department at [email protected] or 804-523-8228. Please note that this contact information is strictly to be used for medical ADA accommodations and that no other inquiries will be answered.