Sales Reporting and Forecasting (Salesforce), Senior Analyst

What We'll Bring

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