CRM Data Analyst, CRM Analyst, Data Analyst, Hybrid

Overview

The Data Analyst partners closely with Market Unit sales teams to translate business needs into actionable insights. This role is responsible for delivering reliable \"run-the-business\" reporting, supporting ad hoc analysis, and enabling data-driven decision-making that improves sales performance. The analyst ensures consistent use of enterprise data models and provides clear interpretation of trends, risks, and opportunities. This position plays a critical role in connecting sales strategy, operational execution, and analytics by transforming complex datasets into practical insights for sellers and leadership. Responsibilities Sales Partnership & Insights Serve as a trusted data partner to a Market Unit sales organization by delivering intuitive dashboards and reports used by sellers and sales leaders on a daily, weekly, and quarterly basis. Translate business questions into analytical frameworks that identify performance drivers, pipeline trends, and areas of opportunity. Provide clear interpretation of data to help sales leadership make informed decisions aligned to revenue targets. Assist Sales Operations with territory, quota, and performance-related analysis Reporting & Dashboard Development Maintain and enhance dashboards and KPI tracking using modern analytics platforms (Power BI and Microsoft Fabric within the Microsoft ecosystem). Ensure reporting consistency with enterprise standards across tools such Salesforce, Clari, and enterprise semantic models. Summarize findings into clear, concise presentations or written insights for business stakeholders. Support ad hoc analysis requests tied to forecasting, pipeline movement, and sales performance. Data Quality & Governance Ensure metric accuracy and alignment with globally defined definitions and data models. Monitor data refresh cycles and proactively resolve reporting discrepancies. Perform data validation and integrity checks across core sales datasets. Create internal documentation outlining report logic, processes, and analytical outputs. Basic Qualifications ~ Bachelor's degree or equivalent professional experience. ~2–5 years of experience in Data Analytics, Business Intelligence, or a related field supporting business performance. ~ Demonstrated ability to deliver actionable insights that influence decision-making. ~ Strong analytical and problem-solving skills with attention to detail. ~ Advanced Microsoft Excel skills. ~ Experience building dashboards using Power BI and Microsoft Fabric (SQL Server and DAX experience a plus) ~ Experience working with CRM and revenue data (Salesforce experience preferred). ~ Strong project management and organizational skills with the ability to manage multiple priorities. ~ Strong written and verbal communication skills with the ability to explain technical concepts to non-technical audiences. ~ Proven ability to collaborate effectively across cross-functional teams. ~ Strong business and technical acumen. ~ Up to 5% travel required.