Strategic Sales Forecasting & Analytics Specialist

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

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.