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Sales Data Analyst
A company is looking for a Sales Data Analyst who will optimize sales and customer success operations through data management and reporting. Key Responsibilities Support customer segmentation and book-of-business management for sales and customer success teams Manage and maintain CRM data integrity while generating reports for performance analytics and QBRs Collaborate with leadership to identify gaps in sales enablement and support strategic decision-making through data analysis Required Qualifications Bachelor's Degree in an appropriate field of study or equivalent work experience 3+ years of experience in sales/business project management roles, particularly in insurance, veterinary, or SaaS industries CRM experience (Microsoft Dynamics preferred) with strong data analysis and reporting skills Experience with data visualization tools such as Excel, Power BI, or Tableau Self-starter with the ability to identify gaps and suggest process optimizations
A company is looking for a Sales Data Analyst who will optimize sales and customer success operations through data management and reporting.
Key Responsibilities
Support customer segmentation and book-of-business management for sales and customer success teams
Manage and maintain CRM data integrity while generating reports for performance analytics and QBRs
Collaborate with leadership to identify gaps in sales enablement and support strategic decision-making through data analysis
Required Qualifications
Bachelor's Degree in an appropriate field of study or equivalent work experience
3+ years of experience in sales/business project management roles, particularly in insurance, veterinary, or SaaS industries
CRM experience (Microsoft Dynamics preferred) with strong data analysis and reporting skills
Experience with data visualization tools such as Excel, Power BI, or Tableau
Self-starter with the ability to identify gaps and suggest process optimizations