Sales Analyst

About the company

About the role

Lead management and reconciliation

• Consolidate and reconcile leads from membership rosters, events, campaigns, referrals, partners, and purchased lists.
• Resolve duplicates, near-matches, and conflicting records to establish a trusted view of each lead and account.
• Standardize company, domain, industry, geography, contact, and source-attribution data.
• Maintain an audit trail and flag data-quality issues for upstream resolution.

CRM and account allocation

• Maintain accurate leads, contacts, accounts, and opportunities, including bulk uploads, enrichment, and cleanup.
• Allocate accounts and leads according to coverage, territory, and segment rules.
• Track allocation coverage and escalate unassigned, over-concentrated, or stale accounts.
• Maintain CRM hygiene standards, documentation, field governance, and user support.

Sales activity analysis

• Track calls, meetings, discussions, follow-ups, pipeline creation, and stage conversion.
• Analyze activity volumes, conversion rates, cycle times, source effectiveness, and pipeline health.
• Report closed sales against targets and connect outcomes to activity and lead sources.
• Surface trends, bottlenecks, and outliers and support forecasting and planning discussions.

Dashboards and reporting

• Build and maintain dashboards covering leads, activity, pipeline, and performance against target.
• Automate recurring reporting to reduce manual effort and improve refresh reliability.
• Use clear definitions, consistent metrics, and audience-specific views for representatives, managers, and leadership.
• Document metric definitions and data sources for organizational consistency.

Cross-functional working

• Work with marketing, membership, events, finance, product, and IT teams to source data and resolve issues.
• Act as a point of contact for sales data requests from other functions.

Candidate profile

• The role requires comfort working with messy data across systems and strong judgment about data quality.
• Python, Advanced Excel, and AI tools such as Claude are identified as tools for improving analytical and reporting work.
• The role requires CRM discipline, analytical communication, and cross-functional collaboration.