Sr. Sales Strategy Analyst

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

Position Description

Title: Sr. Sales Strategy Analyst

Department: Sales

Immediate Supervisor: Dir, Business Perf & Sales Ops

Status: Exempt Salaried

Position Purpose: This role supports the Sales organization by transforming data into actionable insights that enhance commercial execution, CRM utilization, and strategic decision-making. This role is critical in developing consistent reporting, monitoring sales performance, and ensuring data accuracy across systems. Working cross-functionally with Finance, Product Management, Supply Chain, and Sales Leadership, the Analyst helps standardize processes, strengthen forecasting accuracy, and drive a culture of data-informed accountability.

Principle Accountabilities

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

Essential Skills and Experience

• 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