Sr. Sales Strategy Analyst
Role Overview
Supports the Sales organization by turning data into insights that improve commercial execution, CRM use, and strategic decision-making.
Develops consistent reporting, monitors sales performance, and supports data accuracy across systems.
Works across Finance, Product Management, Supply Chain, and Sales Leadership to standardize processes, improve forecasting, and promote data-informed accountability.
Key Skills for This Role
Full Job Posting
Position purpose
Supports the Sales organization by turning data into insights that improve commercial execution, CRM use, and strategic decision-making.
Develops consistent reporting, monitors sales performance, and supports data accuracy across systems.
Works across Finance, Product Management, Supply Chain, and Sales Leadership to standardize processes, improve forecasting, and promote data-informed accountability.
CRM reporting and data integrity
- Develop and maintain CRM dashboards and performance reports for sales leadership and management.
- Monitor data accuracy, identify gaps or inconsistencies, and partner with the CRM administrator to improve data quality and governance compliance.
- Serve as a secondary system resource and perform light administrative tasks when needed.
Forecasting, analysis, and reporting
- Support monthly and quarterly forecasting through data collection, pipeline validation, and variance analysis.
- Analyze sales performance by segment, region, or account to identify trends and opportunities.
- Contribute to financial modeling and performance projections for strategic decisions.
- Build Power BI and Excel dashboards for sales, pricing, and customer engagement KPIs.
- Deliver recurring and ad hoc reports for leadership and strategic reviews.
- Support quarterly business review preparation with data visualization and insight summaries.
Process and collaboration
- Document and refine CRM workflows to improve efficiency and consistency.
- Identify process bottlenecks or data gaps and propose sales operations improvements.
- Collaborate on change management and training to improve system adoption and performance visibility.
- Partner with Finance, Product Management, and Supply Chain to align data across functions.
- Support integrated business planning and contribute to initiatives that improve commercial performance and organizational alignment.
- Perform related tasks as requested by the supervisor.
Essential skills and experience
- Bachelor's degree in Business, Marketing, Analytics, or a related field.
- 2–4 years of experience in business analysis, sales operations, or performance reporting.
- Strong analytical and problem-solving skills and proficiency in Excel, Power BI, and CRM systems; Microsoft Dynamics is preferred.
- Ability to translate data into insights that drive business outcomes.
- Strong organizational skills and attention to detail.
- Strong analytical and financial modeling skills.
- Strong interpersonal and communication abilities for cross-department collaboration.
Employer information
- IPG describes its culture as focused on safety, people, passion, integrity, performance, and teamwork.
- The employer mentions competitive pay, benefits, career development opportunities, and ongoing training.
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