Sales Reporting and Forecasting (Salesforce), Senior Analyst

1 Month ago • 6-8 Years
Financial Analysis

Job Description

Looking for a Senior Analyst with 6 to 8 years of experience in Sales CRM and Sales Forecast. This role involves leveraging CRM and financial data for sales forecasting and strategy performance reporting, preparing weekly booking forecasts, investigating data inaccuracies in CRM, maintaining forecast input sheets using SOQL, and analyzing sales data to advise leadership on trends. The analyst will also report KPI performance, build PowerBI dashboards for automated reporting, and complete ad-hoc sales data analysis.
Must Have:
  • Leverage CRM and financial data for sales forecasting and strategy performance reporting.
  • Prepare weekly bookings forecast files in support of forecast review meetings.
  • Investigate, report on, and influence the correction of data inaccuracies in CRM opportunities.
  • Maintain forecast input sheets for sales leaders leveraging Salesforce Object Query Language (SOQL).
  • Analyze and interpret sales data to advise sales leadership on trends.
  • Effectively and accurately communicate sales data analysis and strategic implications.
  • Report KPI performance in executive presentations and town hall updates.
  • Build PowerBI dashboards that automate sales data reporting and insights.
  • Complete ad-hoc analysis of sales data and prepare reports.
  • Perform multiple tasks simultaneously and deal with changing requirements and deadlines.

Add these skills to join the top 1% applicants for this job

data-analytics
forecasting-budgeting
game-texts
salesforce

What We'll Bring:

Looking for Sr. Analyst with 6 to 8 years of Experience in Sales CRM and Sales Forecast.

What You'll Bring:

  • Leverage CRM and financial data to develop and execute sales forecasting and strategy performance reporting
  • Prepare weekly bookings forecast files in support of forecast review meetings
  • Investigate, report on, and influence the correction of data inaccuracies in CRM opportunities.
  • Maintain forecast input sheets for sales leaders leveraging Salesforce Object Query Language (SOQL)
  • Analyze and interpret sales data to advise sales leadership on trends across industries, solutions, and teams
  • Effectively and accurately communicate sales data analysis and strategic implications within the context of a broader business setting
  • Report KPI performance in executive presentations and town hall updates
  • Build PowerBI dashboards that automate sales data reporting and insights for Diversified Markets leaders and sellers
  • Complete ad-hoc analysis of sales data and prepare reports for internal and external distribution
  • Help to cultivate an environment that promotes excellence, innovation, and a collegial spirit
  • Perform multiple tasks simultaneously and deal with changing requirements and deadlines

Impact You'll Make:

  • Leverage CRM and financial data to develop and execute sales forecasting and strategy performance reporting
  • Prepare weekly bookings forecast files in support of forecast review meetings
  • Investigate, report on, and influence the correction of data inaccuracies in CRM opportunities.
  • Maintain forecast input sheets for sales leaders leveraging Salesforce Object Query Language (SOQL)
  • Analyze and interpret sales data to advise sales leadership on trends across industries, solutions, and teams
  • Effectively and accurately communicate sales data analysis and strategic implications within the context of a broader business setting
  • Report KPI performance in executive presentations and town hall updates
  • Build PowerBI dashboards that automate sales data reporting and insights for Diversified Markets leaders and sellers
  • Complete ad-hoc analysis of sales data and prepare reports for internal and external distribution
  • Help to cultivate an environment that promotes excellence, innovation, and a collegial spirit
  • Perform multiple tasks simultaneously and deal with changing requirements and deadlines

This is a hybrid position and involves regular performance of job responsibilities virtually as well as in-person at an assigned TU office location for a minimum of two days a week.

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