Sales Analyst

Role Overview

As a Sales Analyst, you will play a crucial role in analyzing and optimizing the sales process. Your primary responsibility will be to evaluate the effectiveness of incoming leads, assess customer behavior, and provide insights to improve sales strategies. You will collaborate with cross-functional teams, including sales, marketing, legal, finance and data analytics, to enhance the overall performance of the inbound sales funnel.

Key Stakeholders

Revenue Team, Advisors, Clients

Duties and Responsibilities

• Lead Analysis
  • Evaluate and qualify incoming leads generated through various channels such as website inquiries, online forms, and inbound calls.
  • Utilize data analytics tools to assess lead quality and potential for conversion.
• Sales Funnel Optimization
  • Analyze the entire inbound sales funnel to identify areas for improvement and increased efficiency.
  • Implement strategies to enhance lead conversion rates and maximize sales opportunities.
• Data Interpretation
  • Interpret and analyze sales data to identify trends, patterns, and opportunities for improvement.
  • Provide actionable insights to the sales team to enhance decision-making and drive revenue growth.
• Customer Behavior Analysis
  • Study customer behavior and engagement throughout the sales process.
  • Identify key touchpoints and optimize the customer journey to enhance the overall sales experience.
• Collaboration with Sales and Marketing Teams
  • Work closely with the sales and marketing teams to understand campaign effectiveness and lead generation strategies.
  • Provide feedback to marketing teams on the quality of leads generated and suggest improvements.
• Reporting and Documentation
  • Generate regular reports on key performance indicators (KPIs) related to inbound sales.
  • Maintain detailed documentation of analysis, recommendations, and outcomes.
• Continuous Improvement
  • Stay informed about industry best practices and emerging trends in inbound sales.
  • Propose and implement continuous improvement initiatives to optimize processes and achieve better results.
• Administrative support for the Sales team
  • Provide administrative and back-end support for the account executives such as contract creation / revisions, pipeline management to contribute to the revenue growth of the company
  • Any other ad hoc tasks, as needed by the business

Skills

• Strong analytical and problem-solving skills.
• Excellent verbal & written communication and collaboration skills.
• Detail-oriented with a focus on accuracy
• Ability to use, interpret and communicate the results of AI-driven analyses effectively to stakeholders, translating technical findings into actionable insights
• Good problem solving and decision making skills

Competencies

• Proficiency in using data analytics tools and CRM systems.
• Familiarity with inbound marketing strategies.
• Knowledge of statistical analysis and data modeling.
• Ability to present complex data findings in a clear and understandable manner.
• Continuous learning and staying updated with advancements in AI technologies and tools relevant to the analyst role

Relevant Experience Required

• Proven experience in sales analysis, data analytics, or a similar role
• Preferably with experience in supporting a Sales or Revenue Operations team

Educational and Certification Requirement

• Bachelor's degree in business, marketing, analytics, or a related field.