Job
Description
CRM Sales Data Analyst Collect, cleanse, and maintain CRM data from various sources (e.g., Salesforce, HubSpot, Zoho, etc.). Ensure data quality, consistency, and integrity across CRM systems and sales platforms. Collaborate with IT or data management teams to resolve data-related issues. Monitor and evaluate sales performance metrics (e.g., revenue, conversion rates, customer acquisition costs). Conduct deep-dive analyses to identify trends, patterns, and potential growth opportunities. Analyze sales cycles, customer behavior, and purchase patterns to provide insights into sales strategies. Create regular sales reports and dashboards to track key performance indicators (KPIs). Provide ad-hoc analysis for the sales team and management, helping them understand performance and adjust strategies. Generate visualizations and data insights for executive presentations. Use historical data to forecast sales trends and revenue predictions. Build predictive models to help forecast future sales opportunities and risks. Segment customer data based on purchasing behavior, demographics, and engagement patterns. Conduct training sessions for sales teams on best practices for CRM data entry and usage. KRA Monitor and evaluate sales performance metrics Analyze sales cycles Create regular sales reports and dashboards to track key performance indicators Conduct training sessions for sales teams on best practices for CRM data entry Skills and Qualifications Education : Bachelor’s degree in Business, Marketing, Data Science, or a related field. A Master's degree or certifications in analytics is a plus. Experience : 2+ years of experience in sales analytics or CRM analytics. Experience with CRM tools (e.g., Salesforce, HubSpot, Microsoft Dynamics). Familiarity with business intelligence tools (e.g., Tableau, Power BI, Looker) for reporting and visualization. Strong analytical skills with the ability to interpret complex data and translate it into actionable insights. Technical Skills : Advanced proficiency in Excel, SQL, and other data manipulation tools. Experience with data analysis and reporting tools (e.g., Python, R, Power BI). Knowledge of predictive analytics and machine learning techniques is a plus. Soft Skills : Strong communication skills to explain complex data findings in simple terms. Excellent problem-solving abilities and attention to detail. Ability to work independently and as part of a team. Time management skills to handle multiple projects and deadlines. Additional Qualifications Experience in sales operations or working closely with sales teams. Understanding of sales pipeline management and customer lifecycle. Familiarity with marketing automation and customer engagement platforms. Show more Show less
