Data Analyst

The Data Analyst will focus on advanced analytics, predictive modeling, and scalable BI development to support Sales leadership with forward-looking insights. This role is responsible for building and maintaining predictive, repeatable reporting frameworks across forecasting, top-of-funnel performance, and core sales KPIs.

Advanced Analytics & Predictive Modeling

  • Design and maintain predictive models to support revenue forecasting, pipeline movement, deal progression, and funnel conversion.

  • Analyze historical sales performance to identify patterns, drivers, and leading indicators of future outcomes.

  • Build models that explain why performance shifts occur (pushes, pulls, slips), not just what happened.

  • Continuously refine assumptions and logic as data quality, coverage, and processes mature.

Forecasting & Revenue Intelligence

  • Partner with Sales leadership, Finance, and IT to improve forecast accuracy, consistency, and scalability.

  • Develop analytics that connect pipeline data, bookings, and historical trends into a unified forecasting view.

  • Support scenario modeling and sensitivity analysis to evaluate risk, upside, and contingency planning.

  • Help transition forecasting away from heavy manual Excel processes to structured, model-driven reporting.

Funnel & Sales KPI Reporting

  • Build scalable reporting for top-of-funnel, mid-funnel, and late-stage pipeline performance.

  • Define and standardize KPI logic in partnership with Sales Ops and Finance (e.g., conversion rates, velocity, win rates).

  • Ensure consistent metric definitions across dashboards to support leadership confidence in data.

  • Identify early warning signals in the funnel that indicate future performance risk or opportunity.

BI Development & Scalable Reporting

  • Design and deliver dashboards using approved BI tools in partnership with IT.

  • Translate business questions into structured data models and visualizations.

  • Ensure reporting solutions are performant, maintainable, and reusable rather than one-off analyses.

  • Document methodologies, assumptions, and data sources to ensure transparency and scale.

Cross-Functional Partnership

  • Act as a bridge between Sales, Finance, and IT on analytics and reporting initiatives.

  • Collaborate with IT on data pipelines, source system integration, and architectural decisions.

  • Align with Finance on revenue definitions, forecasting assumptions, and performance measurement.

  • Support Sales Operations by providing analytically sound inputs that feed operational processes (without owning those processes).

Requirements

  • 4–8+ years experience in Data Analytics, Sales Analytics, Revenue Analytics, or similar roles.

  • Strong experience with predictive modeling, forecasting logic, and statistical analysis.

  • Experience building BI dashboards and scalable reporting frameworks.

  • Comfortable working with imperfect data and iterating toward better models over time.

  • Experience partnering cross-functionally with Sales, Finance, and IT teams.

  • Strong written and verbal communication skills, with the ability to explain complex findings clearly.

Success in This Role Looks Like

  • Forecast accuracy improves as models replace manual assumptions.

  • Leaders rely on dashboards as a single source of truth for sales performance.

  • Funnel health and risk are visible earlier and more consistently.

  • Reporting is repeatable, scalable, and explainable—not spreadsheet-dependent.

  • Analytics becomes proactive, not reactive.

See also

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