Senior Sales Planning & Insights Analyst (Remote)

SmartRecruiters, Inc.; Washington (District of Columbia); Remote; USD 88,000 - 146,000; Full time

Benefits offered by this job

Remote-first culture

Comprehensive benefits package

Total Rewards

Job summary

Turnitin is seeking a Sales Planning and Reporting Analyst for a USA Remote role. The position drives data-driven insights, sales planning, and regular reporting to optimize performance and achieve targets.

You will partner with sales leadership and cross-functional teams to align strategies with business goals and develop accurate forecasts. Ideal candidates have 5-7+ years in sales analytics, proficiency in Tableau/Alteryx/Excel/SQL, and strong communication skills.

Qualifications

• Bachelor's degree in business, finance, or a related field.
• 5-7+ years proven experience in sales analytics, planning, or related roles.
• Proficiency in data analysis tools (Tableau, Alteryx, Excel, SQL).
• Strong analytical and problem-solving skills with attention to detail.
• Knowledge of CRM systems (SFDC strongly preferred) and sales methodologies.
• Excellent communication and presentation skills.
• Ability to work with complex data sets and cross-functional teams.

Responsibilities

• Partner with leadership and sales teams to develop sales plans and strategies that align with organizational objectives.
• Assist in coordination of annual budget process & ongoing forecasting reviews.
• Analyze and recommend adjustments in account segmentation to drive alignment across regions/territories.
• Analyze sales performance metrics, such as historical sales data, market trends, quotas, conversion rates, and sales pipeline data to identify opportunities and challenges.
• Drive actionable insights to improve sales strategies and tactics.
• Collect and consolidate sales data from various sources, including CRM systems, databases, and spreadsheets.
• Partner with sales leaders to set achievable sales targets and quotas.
• Collaborate with sales teams to develop accurate sales forecasts, considering historical data, in-year performance, market trends, and other relevant factors.
• Monitor forecast accuracy and make adjustments as needed to ensure alignment with sales goals.
• Define and track KPIs to evaluate sales team performance.
• Create and maintain reports and dashboards using Tableau, Alteryx.
• Develop automated reporting processes to ensure timely and accurate delivery of sales reports to stakeholders.
• Influence actionable insights based on data analysis to help sales managers make informed decisions.
• Provide regular reports and updates on KPIs to management and sales teams.
• Communicate insights and performance updates to sales leadership and other relevant stakeholders through clear and concise reports and presentations.
• Provide feedback and recommendations to improve sales team performance.
• Stay up-to-date with total addressable market, industry trends, competitor activities, and market dynamics.
• Conduct competitive analysis to identify opportunities and threats in the market.
• Use market insights to make proactive recommendations for sales strategies and tactics.
• Partner with cross-functional teams, including marketing, finance, and product operations, to ensure alignment of sales strategies.
• Provide regional pricing support
• Work with Finance and the Sales teams to provide assistance with sales incentive and commissions compensation administration on an as-needed basis.
• Define data-sourcing strategy and manage the integration processes of sales data from various sources, including CRM systems, spreadsheets, and databases.
• Conduct regular data audits to critically evaluate information gathered from multiple sources, reconcile conflicts to ensure data accuracy and integrity.
• Troubleshoot and resolve data-related issues as they arise.
• Conduct ad hoc analyses as requested by the sales leadership team.
• Provide support to the sales team by answering data-related inquiries and offering training as necessary.
• Identify process inefficiencies in sales processes and recommend improvements to increase productivity and effectiveness.
• Work with cross-functional teams to implement process enhancements and monitor their impact.
• Support the operational implementation of acquisitions into standard process, driving for process optimization continuously.

Skills

Sales analytics

Forecasting

KPI tracking

Communication & presentation

Data analysis

Education

Bachelor's degree in business, finance, or a related field

Tools

Tableau

Alteryx

Excel

SQL

SFDC CRM

Job description

Turnitin is seeking a Sales Planning and Reporting Analyst for a USA Remote role. The position drives data-driven insights, sales planning, and regular reporting to optimize performance and achieve targets.

You will partner with sales leadership and cross-functional teams to align strategies with business goals and develop accurate forecasts. Ideal candidates have 5-7+ years in sales analytics, proficiency in Tableau/Alteryx/Excel/SQL, and strong communication skills.