Overview
PURPOSE
A Sales Performance Analyst has a strong understanding of the sales process and associated funnel, with the ability to measure the different stages of the funnel from advert/campaign to live, drawing out return on investment. The jobholder will be able to use this to guide our future strategy and develop specific campaign tracking, incorporating ROI data.
The jobholder will use our raw data to identify trends and issues, create purposeful MI and automated dashboards through the use of Google’s suite of tools, that help our business evaluate sales performance. You will also be able to craft appropriate value-adding commentary helping us identify gaps and explore opportunities to hit, and exceed, revenue and sales targets; making the complex simple. Accurate production of weekly, monthly, and ad-hoc sales reports is a key deliverable, alongside driving adoption of our standardised sales stages by users, which is paramount to our CRM data integrity and the ability to report with confidence. This role is also responsible for providing day-to-day support cover for our regional users of our Salesforce platform, and ad hoc cover to other MI processes within the team.
Duties And Responsibilities
* Be accountable for the accurate and timely production of monthly and quarterly Sales & On-boarding & MI using appropriate measure and indicators aligned to our UK&I strategic goals
* Has a strong focus on adding value through commentary and insight, ensuring all MI produced tells a story e.g. through creation of dashboards and scorecards
* Strong attention to detail is paramount as certain reports may be used for external partner governance, regulatory reporting requirements and sale commission calculations
* Provides tactical admin support for our regional users of our Salesforce platform and provides cover for the regional Salesforce lead when required
* Upon identifying a new reporting requirement, this individual is able to extract the correct data from the CRM and produce a user friendly report or dash with relevant, performance driving commentary and highlighting suitable KPIs
* Collaborate and communicate clearly and confidently with multiple stakeholders at various levels with strong interpersonal skills and the ability to influence
* Empowering our Sales Leaders and stakeholders (internal and external) with insight and direction as a key business partner
Competencies (Knowledge / Skills or Abilities / Behaviour)
* Strong background in Sales Operations / Sales Performance Analysis (min 2 years experience), including the end to end sales funnel
* A good understanding of Salesforce (or similar CRM), including how this integrates with Pardot, Dialpad and Google Data Studio
* Ability to create meaningful, clear dashboards with appropriate value-adding commentary
* Good communication skills (written, oral and presentation) and excellent interpersonal skills
* Able to manipulate large quantities of data and identify and articulate relevant trends and KPIs
* Works well under tight timescales and able to prioritise effectively
* Ability to innovate, streamline and automate reporting to reduce manual intervention
* Strong analytical skills, self-motivated, high performing and goal oriented
* Highly numerate and a confident user of Excel and Google products (primarily Google Data Studio, Google Sheets and Google Slides)
Qualifications
* Graduate or actively studying towards a relevant degree / professional qualification (e.g. business information systems, mathematics, finance or data science); or equivalent experience in a relevant role
Seniority level
* Entry level
Employment type
* Full-time
Job function
* Research, Analyst, and Information Technology
Industries
* Financial Services and IT Services and IT Consulting
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