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
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Design and maintain predictive models to support revenue forecasting, pipeline movement, deal progression, and funnel conversion.
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Analyze historical sales performance to identify patterns, drivers, and leading indicators of future outcomes.
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Build models that explain why performance shifts occur (pushes, pulls, slips), not just what happened.
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Continuously refine assumptions and logic as data quality, coverage, and processes mature.
Forecasting & Revenue Intelligence
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Partner with Sales leadership, Finance, and IT to improve forecast accuracy, consistency, and scalability.
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Develop analytics that connect pipeline data, bookings, and historical trends into a unified forecasting view.
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Support scenario modeling and sensitivity analysis to evaluate risk, upside, and contingency planning.
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Help transition forecasting away from heavy manual Excel processes to structured, model-driven reporting.
Funnel & Sales KPI Reporting
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Build scalable reporting for top-of-funnel, mid-funnel, and late-stage pipeline performance.
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Define and standardize KPI logic in partnership with Sales Ops and Finance (e.g., conversion rates, velocity, win rates).
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Ensure consistent metric definitions across dashboards to support leadership confidence in data.
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Identify early warning signals in the funnel that indicate future performance risk or opportunity.
BI Development & Scalable Reporting
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Design and deliver dashboards using approved BI tools in partnership with IT.
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Translate business questions into structured data models and visualizations.
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Ensure reporting solutions are performant, maintainable, and reusable rather than one-off analyses.
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Document methodologies, assumptions, and data sources to ensure transparency and scale.
Cross-Functional Partnership
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Act as a bridge between Sales, Finance, and IT on analytics and reporting initiatives.
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Collaborate with IT on data pipelines, source system integration, and architectural decisions.
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Align with Finance on revenue definitions, forecasting assumptions, and performance measurement.
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Support Sales Operations by providing analytically sound inputs that feed operational processes (without owning those processes).
Requirements
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4–8+ years experience in Data Analytics, Sales Analytics, Revenue Analytics, or similar roles.
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Strong experience with predictive modeling, forecasting logic, and statistical analysis.
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Experience building BI dashboards and scalable reporting frameworks.
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Comfortable working with imperfect data and iterating toward better models over time.
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Experience partnering cross-functionally with Sales, Finance, and IT teams.
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Strong written and verbal communication skills, with the ability to explain complex findings clearly.
Success in This Role Looks Like
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Forecast accuracy improves as models replace manual assumptions.
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Leaders rely on dashboards as a single source of truth for sales performance.
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Funnel health and risk are visible earlier and more consistently.
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Reporting is repeatable, scalable, and explainable—not spreadsheet-dependent.
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Analytics becomes proactive, not reactive.
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