- Analyze
Revenue Funnel Performance
- Partner
with Sales Ops and GTM teams to monitor lead-to-close conversion, sales
velocity, and funnel leakage.
- Use
historical trends and cohort analysis to surface insights that inform
sales process improvements.
- Build
and Maintain Sales Funnel Reporting
- Translate
business needs into reporting logic, focusing on pipeline health,
conversion rates, bookings, and quota attainment.
- Maintain
and update automated and ad hoc dashboards using Tableau, Excel, or Google
Sheets.
- Select
the right tools for efficient delivery; apply SQL when custom analysis is
needed.
- Ensure
Reporting Accuracy
- Perform
regular data checks and reconciliations across key systems (e.g.,
Salesforce vs. downstream) to maintain consistency.
- Investigate
and resolve discrepancies in collaboration with business or systems teams.
- Flag
gaps in reporting coverage or logic due to missing fields or system
limitations.
Documentation & Standards - Keep
documentation of formulas, business rules, and reporting logic current for
smooth handoff and transparency.
- Follow established QA, code review, and branding
standards to ensure consistency and reliability of deliverables.
Requirements:
- Proven experience in sales reporting with a focus on
pipeline, funnel performance, and productivity metric
- Demonstrated
ability to analyze sales data, identify trends, and surface actionable
insights to support decision-making
- Proficiency
in advanced Excel functions and tools.
- Strong
experience with SQL for querying and managing data.
Expertise in Tableau for creating visualizations and dashboards. - Deep experience with Salesforce reporting and data
management
Preferred
Qualifications:
- Experience
synthesizing data for non-analytics consumers.
- Bachelor’s degree in Business, Finance, or a related
field, or equivalent professional experience.
