Senior Sales Reporting Analyst

Practice/Department: Enterprise Technology & Operations

Position Title: Senior Sales Reporting Analyst

Position Location: Remote

Reports to: Senior Director, Data Analytics

FLSAStatus:
Exempt

SOC Occupational Code:

13-1111

EEO-1 Job Category:

2

Job Summary:

The Senior Sales Reporting Analyst role will assist with development and support reporting, analytics, and insights for the Sales organization. This role will partner closely with Sales leadership, Revenue Operations, Finance, and Data & Analytics to translate business needs into accurate, scalable, and actionable reporting solutions.

The role will have a strong focus on Salesforce reporting and analytics, while also supporting enterprise sales reporting across other data sources. The Senior Sales Reporting Analyst will support reporting across pipeline, bookings, invoiced performance, forecasting, customer performance, and other key sales metrics while helping ensure consistency in data, definitions, and reporting across platforms.

The ideal candidate has strong experience with Salesforce reporting and sales analytics, a solid understanding of B2B sales processes, and the ability to translate business questions into clear, scalable reporting and insights.

Essential Functions:

• Design, build, and maintain sales reports, dashboards, and analytics for Sales, Revenue Operations, Finance, and executive leadership
• Develop and maintain Salesforce reports and dashboards supporting pipeline, opportunity management, forecasting, sales activity, and performance reporting
• Partner with business stakeholders to gather reporting requirements and translate them into scalable reporting and analytics solutions
• Support Quote-to-Cash reporting and analytics, including pipeline, bookings, backlog, invoiced revenue and gross profit, forecasting, win/loss, and sales performance metrics
• Analyze sales performance across key dimensions including AE, Sales Director, region, practice, customer, product, manufacturer/OEM, and opportunity
• Identify trends, risks, exceptions, and opportunities within sales data and help translate findings into actionable business insights
• Ensure data accuracy and consistency by validating Salesforce data, business definitions, hierarchies, and downstream reporting
• Support the definition and governance of key Sales KPIs, business rules, hierarchies, and reporting definitions
• Maintain and document report logic, filters, calculations, data sources, and metric definitions to support governance and self-service reporting
• Troubleshoot reporting issues, including data quality, permissions, hierarchy, and visibility challenges
• Support Salesforce releases, enhancements, and process changes by assessing and validating reporting impacts
• Collaborate with Data Engineering and BI teams to align Salesforce reporting with enterprise data models, the data warehouse, Power BI, and other downstream analytics
• Help drive adoption of standardized enterprise reporting and reduce reliance on manual or duplicative reporting

Required Skills/Abilities/Competencies:

• Strong hands-on experience with Salesforce reporting and dashboards, including standard, custom, summary, matrix, and joined reports
• Solid understanding of the Salesforce data model, including objects such as Opportunities, Accounts, Leads, Contacts, and Activities
• Strong experience with sales metrics, pipeline management, forecasting, bookings, and performance reporting
• Experience translating business requirements into reporting, dashboards, and actionable analytics
• Experience working with BI and visualization platforms; Power BI experience strongly preferred
• Ability to work with complex filters, business rules, hierarchies, row-level visibility, and sharing/security models
• Strong analytical and problem-solving skills with high attention to data accuracy and detail
• Ability to identify trends and exceptions within data and communicate their business impact
• Ability to clearly communicate insights to technical and non-technical stakeholders
• Working knowledge of enterprise data warehouses and dimensional data models preferred
• SQL experience preferred

Education and Experience:

• 4–7 years of experience in Salesforce reporting, sales analytics, business intelligence, Revenue Operations analytics, or a related field
• Hands-on experience supporting Sales or Revenue teams in a B2B environment
• Experience working across Salesforce and enterprise BI/data platforms strongly preferred
• Bachelor’s degree in Business, Information Systems, Analytics, Data Science, or a related field (or equivalent experience)
• Salesforce certifications (e.g., Salesforce Administrator, Advanced Administrator, or Reporting & Dashboard Specialist) are a plus
• Power BI or related analytics certifications are a plus

Core Skills & Attributes:

• Strong business acumen with the ability to connect sales data and metrics to business outcomes

• Analytical mindset with the ability to move beyond producing reports to identifying insights, trends, risks, and opportunities

• Detail-oriented with a strong focus on data accuracy and consistency

• Strong stakeholder-management skills with the ability to work directly with Sales and business leadership

• Collaborative mindset with experience working cross-functionally across Sales, Revenue Operations, Finance, Data Engineering, BI, and enterprise applications teams

• Comfortable operating in a fast-paced, evolving environment

• Strong documentation and organizational skills

• Proactive, curious, and continuously looking for opportunities to improve and standardize reporting and insights

Physical Requirements:

• Prolonged periods of sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at times.