Job Summary
The Sales Analytics Specialist will support the sales operations by providing financial sales and marketing insights and analysis to drive revenue growth and improve profitability. This role is responsible for analyzing quote and sales data, conversion rates and cycle times, building forecasts, evaluating performance, and working with the sales team to develop strategies. This position requires a high degree of accuracy, attention to detail, and strong software systems expertise while providing support to the sales and finance teams.
Essential Functions
Job Responsibilities
- Analyze quote and sales data to identify trends, variances, and opportunities for growth or improvement.
- Develop, maintain, and optimize sales team activity metrics, dashboards, reports, and KPI’s to track sales performance and financial health.
- Prepare weekly, monthly, quarterly, and annual sales financial reports for senior leadership.
- Support the sales team with revenue forecasts, pipeline analysis, and profitability reviews.
- Align strategic goals with data insights through collaboration with sales, marketing, and finance teams.
- Monitor market developments, customer pricing, margins, and discounts to ensure financial targets are met.
- Perform ad-hoc financial analysis and scenario modeling to support business initiatives and decision-making.
- Assist in the budgeting and forecasting process with sales-specific input and analysis.
- Support development and operation of effective sales compensation programs.
- Analyze the impact of product launches and marketing campaigns.
- Track and analyze the effectiveness of the sales forecast process, making recommendations for improvements.
- Integrate sales and marketing information and present it in the best form for executive stakeholders.
- Automate report generation and data visualization using relevant tools and programming software.
- Work with the VP of Sales to develop annual sales budget (revenue and sales costs).
- Prepare and distribute annual quota.
- Interact with regional sales management to provide business case justification for recommended pricing changes and contract development.
- Oversee the onboarding and training processes for the sales force.
- Design and execute effective contract management, client payment, and rebate programs.
- Ensure and follow safety, quality, and other company requirements and standards.
- Keep the work area clean and orderly.
- Perform all duties in a manner that follows, demonstrates, and promotes Company’s values.
- Report to work as scheduled, on time, and able to work entire work schedule.
- Perform additional duties as assigned.
Knowledge, Skills, and Ability
- Intermediate to advanced levels skills using performance tracking and visualization tools, Microsoft Office (Excel, PowerPoint), and other computer applications.
- Outgoing and engaging communication style, capable of driving internal alignment and accelerating deal closures across cross-functional sales teams and external customers.
- Excellent analytical, problem-solving, decision-making, and organizational skills with the ability to define problems, collect and evaluate data, and draw valid conclusions.
- Knowledge of financial modeling, forecasting, and variance analysis concepts.
- Strong oral, written, and visual communication skills with the ability to clearly present complex data to non-technical stakeholders.
- A high energy individual who can adapt to an ever-changing environment.
- Skill and ability with large datasets and applying mathematical and statistical methods to data analysis.
- Ability to interpret an extensive variety of data in mathematical and/or diagram form, involving both abstract and concrete variables.
- Excellent writing, editing, and verbal skills; ability to read, analyze, and interpret common technical journals, financial reports, and contract documents.
- Ability to quickly respond to common or detailed inquiries from executives, managers, or suppliers.
- Ability to effectively present information to senior management.
- Self-starter with strong interpersonal skills; able to excel within an individual and team environment.
- Ability to pivot and adapt to new challenges and priorities.
- Ability to display a professional and team-oriented mindset.
- Ability to work onsite daily with rare travel requirements.
- Ability to observe and identify details.
- Ability to work extended hours as scheduled, including weekends.
Physical Demands
- Prolonged periods of sitting and frequent hand and wrist manipulation.
- Manual dexterity to type and operate office equipment frequently.
- Occasional walking, standing, stooping, kneeling, crouching, or crawling.
- Occasional to frequent reaching with hands and arms.
- Frequent light work with lifting and/or carrying up to 20 pounds.
- Occasional light/medium work with lifting and/or carrying up to 30 pounds.
- Must be able to complete all physical requirements to perform essential functions.
Qualifications
Education/Experience
- Bachelor's degree or higher in Numerical Analysis, Mathematics, Statistics, Economics, Data Science, or Engineering or commensurate practical experience in sales analytics.
- Minimum 2 years supporting sales and marketing operations.
- Experience in performance tracking and visualization tools such as CRM, Salesforce, MS Dynamics, Tableau, Power BI, Data Warehouse, etc.
- Experience with R, Python, SQL, or similar statistical computing language a plus.
Working Environment
- Position is an onsite role at the Stevens Point, WI facility.
- Standard working conditions include a temperature-controlled office and manufacturing environment.
- Travel, while extremely rare, may be required for business purposes.
This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the associate for this position. Duties, activities, and responsibilities may change, or new ones may be assigned at any time with or without notice. Associate must be able to satisfactorily perform the essential functions of the position with or without reasonable accommodations.
Ki Mobility is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, or status as a qualified individual with disability.