Support customer segmentation and book-of-business management for sales and CS teams
Partner with strategic partners and sales teams to align customer data, track sales/CS performance, and optimize partner engagement
Manage and maintain CRM data integrity, assisting with development and optimization as needed
Generate reports for QBRs, including sales funnels, Clarus portal KPIs, forecasting, and performance analytics
Track and analyze rep activity, sales pipeline metrics, and partner team performance
Provide insights on CRM utilization and automation opportunities for improved efficiency
Collaborate with leadership to identify gaps in sales enablement and customer success processes
Support strategic decision-making through data analysis and performance tracking

Bachelor’s Degree in appropriate field of study or equivalent work experience
3 + years experience in sales/business analyst roles, particularly in insurance, veterinary, or SaaS industries
CRM management experience (Zoho and Microsoft Dynamics preferred) with ability to own dashboard development and analyze data
Strong data analysis and reporting skills (Excel, Power BI, Tableau, or similar tools)
Ability to support internal/external QBRs with data-driven insights and reporting
Experience working with strategic third-party sales partners, optimizing performance and success
Self-starter with the ability to identify gaps, suggest optimizations, and take initiative in process improvements

Sales Data Analyst

Key skills