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