Summary: Strategic and executional role that supports the sales organization by turning data into insights, improving processes, and helping leadership make informed decisions. It blends analytics, systems expertise, and cross-functional collaboration.

Duties & Responsibilites:

Sales Data & Analytics

• Develop advanced analytical models to support strategic decision-making (trend analysis, scenario modeling, what-if analysis)
• Analyze sales performance (revenue, pipeline, win rates, forecasting accuracy)
• Build dashboards and reports for Sales Leadership and Executive Team
• Identify trends, risks, and growth opportunities
• Subject matter expert on syndicated data and customized data story telling
• Assist in creating selling materials for presentations and sales submissions
• Help coordinate and communicate price increases

Forecasting & Planning

• Partner with Sales and Finance on revenue forecasting
• Support annual and quarterly sales planning
• Track quotas, territories, and attainment

Process Optimization

• Improve sales workflows (lead management, opportunity stages, deal approvals)
• Identify inefficiencies and recommend scalable solutions
• Ensure consistent sales practices across teams

CRM & Systems Ownership

• Act as admin for CRM tools
• Maintain data accuracy and reporting integrity
• Support system enhancements, integrations, and automation

Cross-Functional Collaboration

• Work closely with Sales Leadership, Finance, and Marketing
• Translate business needs into analytical insights
• Support go-to-market strategy and execution
• Help coordinate new items and announcements

Trade Marketing

• Lead trade marketing strategy to drive distribution, velocity, and profitability
• Partner with Sales and Marketing to plan, execute, and evaluate trade promotions, retailer programs, and in-store initiatives
• Own promotional calendars, trade spend planning, and post-promo performance analysis
• Ensure alignment between brand strategy and retailer-specific merchandising, pricing, and promotional requirements
• Develop standardized tools and frameworks for promo ROI, trade spend efficiency, and lift analysis
• Collaborate with key account teams to support retailer line reviews, seasonal programs, and new product launches
• Translate shopper insights and retail data into actionable recommendations to improve sell-through and shelf performance
• Lead and manage trade show planning and execution

Qualifications:

• Bachelor's degree in Business, Finance, Marketing, Analytics, or a related field
• 5+ years of experience in Sales Operations, Revenue Operations, or Business Analytics
• 3-5+ years of people leadership experience
• Advanced proficiency in Excel
• Strong experience with CRM platforms
• Experience building dashboards and reports using BI tools
• Familiarity with sales methodologies and go-to-market strategies
• Excellent analytical, problem-solving, and communication skills