Sales Reporting Analyst Job Description
Sales reporting analyst
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Sales Reporting Analyst Duties & Responsibilities
To write an effective sales reporting analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included sales reporting analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
Identify and improve reporting needs and opportunities enhance reporting on current sales trends and estimate future circulation sales
Support management in the Americas with accurate and timely reports and analytics that enable the business to evaluate client value and sales force productivity
Build, validate, and maintain MI reports to fulfill standard and ad-hoc requests from our customers, which include Business Management, Sales Management, the sales force, and Finance
Ensure all processes are designed to protect the integrity and the accuracy of the data
Provide professional and effective presentation materials to the sales force
Develop expertise in trade flows, trade booking practices, and the systems used to report Sales MI
Identify opportunities for advanced analytics and for efficiencies in our report production processes
Participate in the development of expanded MI reporting capabilities
Distribute assigned reports and analysis on time and to specifications
Participate in the roll out of New Sales MI Dashboard throughout the Americas to allow reporting by region-customer-product and ensure that sales metrics are calculated as mandated by the Global Business Review in London
Sales Reporting Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Sales Reporting Analyst
List any licenses or certifications required by the position: CPA, MBA
Education for Sales Reporting Analyst
Typically a job would require a certain level of education.
Employers hiring for the sales reporting analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Finance, Business, Accounting, Education, Economics, Computer Science, Mathematics, Business/Administration, Statistics, Marketing
Skills for Sales Reporting Analyst
Desired skills for sales reporting analyst include:
Team projects and priorities
High-level reporting models from concept to completion
Microsoft Excel to create complex
Serve as backup for any teammate
Health insurance industry and products
HP Quality Center
Jira
MS Office tools and SAP software
Microsoft Office
Remedy
Desired experience for sales reporting analyst includes:
Act as a subject matter expert for business area
Minimum 5 years of experience in sales/marketing operations/analysis
Financial planning and analysis, variance analysis, and investment review
Development of sales forecast
By-customer budget review and analysis
Analysis of investment, cost, and margin trends while providing insight and recommendations for business decisions
Sales Reporting Analyst Examples
1
Sales Reporting Analyst Job Description
Job Description Example
Our growing company is hiring for a sales reporting analyst. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for sales reporting analyst
- Resolve routine and complex client issues in a thorough and expeditious manner, utilizing sound judgment
- Provide advice to the sales team regarding which products and services might best fulfill the client's needs
- Develop and assist with the reporting and analysis needs of management teams of the institutional sales groups (ie track sales progress pipeline, reconcile forecasts, projections)
- Perform business modeling, manipulate and interpret data to carry out analysis by using a number of different sales cubes and databases
- Maintain current forecast process and weekly reporting needs
- Working with the STS team to assess current reporting and analysis processes that can be adapted to optimise efficiency
- Improve current reporting processes in order to move the business forward and support sales performance
- Interpreting/creating business insight to improve day-to-day processes and delivery against Marketing, Campaign and Operational KPI's
- Carry out data manipulation and report on findings to allow the appropriate audience to make key business decisions
- Work as an integral part of the STS team looking at providing analysis to support campaign delivery
Qualifications for sales reporting analyst
- Advanced Usage level of Microsoft Excel (Macro’s, pivots ), SAP Business Objects preferably in SAP BW environment
- Must be able to adapt to an ever-changing environment
- 2-4 years of experience in Operations and/or Customer Service function
- Bachelors degree in business with emphasis in operations and/or systems preferred
- Previous experience in the outdoor industry and knowledge of distribution channels where this product is sold is preferred
- Advanced PC and systems knowledge
2
Sales Reporting Analyst Job Description
Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of sales reporting analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for sales reporting analyst
- Provide knowledge sharing on the report/data capabilities
- Maintain/create territories for based on region allocation
- Provide access to all personnel for the STARS sales tool
- Consolidate and automatized finance reporting for European sales Organization
- You will work closely with the Reporting Sales Finance lead to design new reporting tools and run the corresponding processes to perform monthly reporting, that will be the basis for reporting dashboards used by Commercial and Retail sales organization
- The ambition is to run and enhance current tools towards developing simplified tools for reporting needs that are currently not covered but mandatory for Sales Head quarter leaders
- Quantity and complexity of information to be processed will require database development skills and good capabilities to listen to user needs
- Partner with Sales Finance colleagues to support quota process run on a half year basis (guidance and deployment)
- Focuses on executive and sales segment, pan-BU Sales compensation reporting & productivity dashboards
- Provides business performance inputs, analytics capability & reporting for executive/ management reviews
Qualifications for sales reporting analyst
- Strong planning and organisation skills to get through what is often large and confusing data
- Ability to communicate and present information effectively at different levels of the business
- Self-motivator - energy and drive for continuous improvement along with the ability to work off your own initiative
- Provide customer and sku sales data to Senior Management, Field Force, and Marketing for all divisions of PPD
- Strong computer knowledge in Microsoft applications –Excel
- Have good ability to work in a fast moving working environment with strict deadlines and constraints
3
Sales Reporting Analyst Job Description
Job Description Example
Our company is looking to fill the role of sales reporting analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for sales reporting analyst
- Works with IT/technical and offshore team for smooth development and delivery
- Manage and execute extraction of account production data by sales person
- Review sales production data for accuracy and trending
- Participate in ongoing calls with sales reporting providers to stay current on improvements, modifications, issues
- Maintains sales territory definition alignments across all SBU’s as needed in SAP or other operating systems as required
- Create and distribute compensation plan documents to all field sales personnel
- Processes all sales inquiries from the field sales organizations
- Communicates their findings for sales inquiries to the appropriate approving authorities
- Stages needed changes to resolve the sale inquiries for inclusion into the operating system(s) as appropriate
- Process the monthly commission’s checklist through the appropriate regional sales managers for all SBU’s to ensure all stipends due for field sales training, additional territory coverage and manual adjustments are captured and approved
Qualifications for sales reporting analyst
- Lead on financial treatment of new initiatives/programs
- Passion, Engagement, Commitment, and Self-Starter
- Bachelors degree or student in Business Administration or related carreers
- Advanced skills in Microsoft Excel, Access and Macros
- University degree in
- Dedicated consideration to a project’s details, in terms of both numerical data presentation precision and aesthetics
4
Sales Reporting Analyst Job Description
Job Description Example
Our innovative and growing company is looking for a sales reporting analyst. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for sales reporting analyst
- Prepares and distributes monthly or quarterly commission statements
- Delivers field sales reports to include Quota, Rank and Pivot reports to the appropriate
- Work with mapping tools and procedures involved in the successful utilization of resources in the sales process (Map Info)
- Respond to questions from field sales and sales management as needed
- Provides analytical support to the Sales Compensation and Reporting team in the validation of sales reports
- Facilitates the compilation and production of sales-related reports that support the sales organizations in attaining their revenue growth targets
- Validates all forms of data that are utilized in sales compensation and reporting
- Business Warehouse Field Training
- Territory Design
- Commission Summaries
Qualifications for sales reporting analyst
- Design and maintain dimensions, cubes and processes used to compile insights
- You’ll be the expert for our Sales and Marketing organization, setting the basis for data driven insights to fine tune marketing efforts
- Serve as the primary owner of business queries
- Establish and help define KPI dashboards used to translate web analytics data into insights, identify and prioritize campaign and conversion optimization opportunities, and evaluate campaign performance
- Own reporting for all daily, weekly and monthly business metrics delivered to senior management team, and assist in business assessment and decision-making
- Bachelor's degree in Economics, Business, Finance, Engineering, Statistics, Computer Science or related fields required
5
Sales Reporting Analyst Job Description
Job Description Example
Our growing company is looking for a sales reporting analyst. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for sales reporting analyst
- Participate in SBU meetings & conference calls as requested
- Develop expert knowledge of in house data sources, and become adept at quickly extracting and analyzing data from these sources
- Create analytical tools designed to recommend effective revenue based business decisions
- Maintain various Professional Services SharePoint sites
- Test, document and train field operations and project leaders on Professional Services tools (Margin Minder, Tableau, Power pivot, Mindblazer)
- Partner with software development teams to enhance or implement technologies to meet identified business project goals
- Understands and identifies key business factors (both internal and external) that impact the business, and makes recommendations on departmental approach
- Develops a knowledge base to keep current on existing and emerging issues in the business and industry
- Provides input in developing recommendations and action plans to support growth and eliminate or mitigate observed risks
- Prepares daily and monthly reports to communicate sales results to line of business and finance personnel
Qualifications for sales reporting analyst
- Advanced SQL skills, with experience querying large datasets from multiple sources and developing automated reporting
- Experience with building and/or administrating data warehouse or data lake system architectures
- Experience with Amazon Web Service, Microsoft Azure or other cloud computing a bonus
- Experience with Google Analytics and SalesForce API's a bonus
- Experience with web analytics, SEO and SEM a bonus
- Experience with Marketo and Bizible a bonus