Senior Analyst, CRM Data Analyst

1 Month ago • 1 Years + • Data Analysis

Job Summary

Job Description

The Sales Analyst will be responsible for analyzing sales data, identifying trends, and providing insights to support sales strategies and drive business growth. This role involves conducting sales performance analysis, forecasting, and reporting on key sales metrics. The Sales Analyst will collaborate with cross-functional teams to develop sales targets, track performance against goals, and recommend sales process improvements. The ideal candidate possesses strong analytical skills, attention to detail, and the ability to translate data into actionable insights. Responsibilities include collaborating with the sales organization on projects, analyzing sales data for trends and insights, conducting market analysis, supporting quota setting, ensuring data accuracy in CRM, and conducting regular sales data analysis for process improvements.
Must have:
  • Analyze sales data, market trends, customer behavior
  • Strong data modeling and analysis skills
  • Plan and implement sales support projects
  • Proficiency in Microsoft Office
  • Excellent attention to detail
  • Strong documentation skills
  • Outstanding verbal and written communication skills
  • Strong organizational and interpersonal skills
  • Exceptional problem-solving abilities
Good to have:
  • Bachelor’s/master’s degree in marketing, finance, operations or related field

Job Details

Job Summary: 

The Sales Analyst will play a critical role in analyzing sales data, identifying trends, and providing insights to support sales strategies and drive business growth. This position will be responsible for conducting sales performance analysis, forecasting, and reporting on key sales metrics. The Sales Analyst will collaborate with cross-functional teams to develop sales targets, track performance against goals, and make recommendations for sales process improvement. The ideal candidate will have strong analytical skills, attention to detail, and the ability to translate data into actionable insights. 

 

Responsibilities: 

  • Collaborate with the sales organization to plan and implement projects that support sales goals and initiatives. 

  • Analyze sales data and generate reports to identify trends, provide actionable insights to support sales strategies, and to accurately forecast and track sales performance. 

  • Conduct market and prospect analysis to enable targeted sales efforts and accelerate sales. 

  • Support quota setting, territory management and account assignments. 

  • Ensure data completeness and accuracy in the CRM and other systems. 

  • Conduct regular sales data analysis to identify opportunities for process improvement, efficiency, and effectiveness within the sales organization. 

  • Collaborate with cross-functional teams, including marketing, finance, and operations, to ensure alignment of sales efforts with overall business objective. 

Required Skills: 

  • Ability to analyze sales data, market trends, and customer behavior to identify patterns and insights. 

  • Strong data modeling and analysis skills. 

  • Ability to plan and implement projects that support sales goals and initiatives. 

  • Strong computer skills, including proficiency in Microsoft Office.  

  • Excellent attention to detail and strong documentation skills.  

  • Outstanding verbal and written communication skills.  

  • Strong organizational and interpersonal skills. 

  • Exceptional problem-solving abilities. 

 

Education and Experience: 

  • Bachelor’s/master’s degree in marketing, finance, and operations or related field. 

  • 1+ years of relevant experience. 

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About The Company

Clearwater Analytics (NYSE: CWAN) is the leading provider of web-based investment portfolio accounting, reporting, and reconciliation services for institutional investors at thousands of organizations.


Clearwater aggregates, reconciles, and reports on more than $6.4 trillion in assets across thousands of accounts daily. Our clients include corporate treasuries, insurance companies, investment managers, banks, governments, and other institutional investors both in the United States and worldwide.


For more than a decade, we have leveraged web-based software and world-class client service to help clients such as American Family Insurance, Arch Capital, C.V. Starr & Co., Cisco, Facebook, Oracle, Selective Insurance, Sirius Group, Sompo International, Starbucks, WellCare Health Plans, Wilton Re, and many others, streamline their investment and accounting operations. Clearwater also works with hundreds of custodians, investment managers, dealers/brokers, and electronic trading portals who offer Clearwater to their many clients.


With global headquarters in Boise, Idaho, and offices in Edinburgh, Frankfurt, London, New Delhi, New York, Paris, Seattle, Singapore, and Washington D.C., Clearwater sets the new global standard for investment portfolio reporting.

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