Sales Reporting & Data Analytics Specialist

Pinnacle Claims Management; Irvine (CA); On-site; USD 65,000 - 90,000; Full time

Job summary

Pinnacle Claims Management in Irvine, CA is seeking a Sales Reporting Analyst to maintain recurring CCSB sales reporting, validate data, and support Salesforce data integrity. The role emphasizes Excel-based analysis, templates, pivot tables, and efficient reporting processes to improve accuracy and operational efficiency.

You will partner with Sales leadership to prepare new business, renewal and production reports, track KPIs, and provide user support for reporting tools and dashboards.

Qualifications

• Strong Excel skills with experience building templates and templates, pivot tables, lookups and data validation.
• Experience with Salesforce reporting, dashboards, and data integrity for CRM data.
• Ability to organize, reconcile, and maintain recurring reporting processes with attention to detail.

Responsibilities

• Maintain and update recurring CCSB sales reporting files and related tracking documents.
• Prepare, validate, and distribute recurring new business, renewal, production, and sales activity reports.
• Support commission reporting processes, including data compilation, validation, and discrepancies resolution.
• Reconcile data across source files, Salesforce, and other reporting tools.
• Build and maintain Excel templates, formulas, pivot tables, and summary files for CCSB reporting.
• Identify data gaps or process issues and collaborate with Sales leadership to resolve them.
• Maintain reporting documentation and SOPs.

Skills

Excel

Salesforce

Reporting

Data analysis

Tools

Pivot tables

Excel formulas

Job description

Pinnacle Claims Management in Irvine, CA is seeking a Sales Reporting Analyst to maintain recurring CCSB sales reporting, validate data, and support Salesforce data integrity. The role emphasizes Excel-based analysis, templates, pivot tables, and efficient reporting processes to improve accuracy and operational efficiency.

You will partner with Sales leadership to prepare new business, renewal and production reports, track KPIs, and provide user support for reporting tools and dashboards.