Sales Strategy Analytics Lead

Colonial Group; Sarasota, Northern (FL, KY); Hybrid; USD 90,000 - 120,000; Full time

Job summary

Colonial Group is seeking a Sr. Sales Strategy Analyst to transform data into actionable insights that drive commercial execution, CRM utilization, and strategic decision-making.

You will develop standardized reporting, monitor sales performance, and ensure data accuracy across systems. You will work cross-functionally with Finance, Product Management, Supply Chain, and Sales Leadership, building Power BI and Excel dashboards, supporting monthly/quarterly forecasts and QBRs with clear insights

Qualifications

• Bachelor’s degree in Business, Marketing, Analytics or related field.
• 2-4 years of experience in business analysis, sales operations, or performance reporting
• Strong analytical and problem-solving skills with proficiency in Excel, Power BI, and CRM systems (Microsoft Dynamics preferred)
• Demonstrated ability to translate data into insights that drive business outcomes
• Excellent organizational skills and attention to detail
• Strong analytical and financial modeling skills.
• Strong interpersonal and communication abilities to collaborate across departments

Responsibilities

• Develop and maintain CRM dashboards and performance reports for sales leadership and management
• Monitor data accuracy, identify gaps or inconsistencies, and partner with the CRM admin to improve data quality and governance
• Serve as a secondary system resource, capable of performing light admin tasks when needed
• Support monthly and quarterly forecasting cycles through data collection, pipeline validation, and variance analysis
• Analyze sales performance by segment, region, or account to identify trends and opportunities
• Contribute to financial modeling and performance projections that inform strategic decisions
• Build and maintain Power BI and Excel-based dashboards to measure KPIs across sales, pricing, and customer engagement
• Deliver recurring and ad hoc reports to support leadership visibility and strategic reviews
• Support quarterly business (QBR) preparation through data visualization and insight summaries
• Document and refine CRM-related workflows to enhance efficiency and consistency
• Identify process bottlenecks or data gaps, proposing solutions to improve sales operations effectiveness
• Collaborate on change management and training initiatives to drive system adoption and performance visibility
• Partner with Finance, Product Management, and Supply Chain to ensure data alignment across business functions
• Support integrated business planning to ensure consistent reporting and shared metrics
• Contribute to strategic initiatives that improve commercial performance and organizational alignment
• Related tasks as requested by supervisor

Skills

CRM Systems

Excel

Power BI

Business analysis

Sales operations

Performance reporting

Data analysis

Forecasting

Education

Bachelor's degree in Business/Marketing/Analytics

Tools

Microsoft Dynamics

Excel

Power BI

Job description

Colonial Group is seeking a Sr. Sales Strategy Analyst to transform data into actionable insights that drive commercial execution, CRM utilization, and strategic decision-making.

You will develop standardized reporting, monitor sales performance, and ensure data accuracy across systems. You will work cross-functionally with Finance, Product Management, Supply Chain, and Sales Leadership, building Power BI and Excel dashboards, supporting monthly/quarterly forecasts and QBRs with clear insights