Sales Analyst

Job Designation

The Sales Analyst supports the InVeris Sales and Marketing function specifically with the CRM platform Salesforce as well as standard and ad hoc reports with Power BI.

Job Core Responsibilities:

• Works with the sales organization to analyze and grow the overall business
• Lead and manage the Salesforce platform in partnership with sales leadership
• Work the finance team to develop a robust monthly 12-month rolling business forecast.
• Update and analyze weekly and monthly dashboard metrics.
• Support sales team with key proposals and goal tracking
• Participate in weekly sales forecast review with Sr leadership
• Champion a culture of value creation.

Job Specifications:

• 0-5 Year experience in Analyst position.
• Solid understanding of the Salesforce CRM platform as well as Power BI
• Intermediate to Advanced Microsoft Excel experience.
• Business Partner- Demonstrated ability to understand the issues facing a business and successfully collaborate with business leaders on the development of plans and actions to effectively manage the business.
• Financial Acumen- Demonstrated ability to understand impact of movements in revenue, cost, and gross profit
• Flexible Team-Focused- Demonstrated ability to participate and contribute as a member of a cross-functional team; enjoys and sees the benefit of "wearing many hats."
• Modeling- Demonstrated ability to accurately model the financial aspects and outcomes of business issues using spreadsheet or other tools to an advanced degree.
• Systems & Processes- Demonstrated knowledge of financial systems and processes and ability to influence their improvement.

Education:

Bachelor's degree in finance, accounting, or related field