[Remote] Sales Planning and Reporting Analyst (USA Remote)

Note: The job is a remote job and is open to candidates in USA. Turnitin is hiring a Sales Planning and Reporting Analyst to provide data-driven insights, develop sales plans, and generate reports that help optimize sales operations and performance. The role partners with sales leadership and cross-functional teams on forecasting, reporting, data management, market analysis, and process improvement to support revenue growth.

Responsibilities

• Partner with leadership and sales teams to develop sales plans and strategies that align with organizational objectives
• Assist in coordination of annual budget process & ongoing forecasting reviews
• Analyze and recommend adjustments in account segmentation to drive alignment across regions/territories
• Analyze sales performance metrics, such as historical sales data, market trends, quotas, conversion rates, and sales pipeline data to identify opportunities and challenges
• Drive actionable insights to improve sales strategies and tactics
• Collect and consolidate sales data from various sources, including CRM systems, databases, and spreadsheets
• Partner with sales leaders to set achievable sales targets and quotas
• Collaborate with sales teams to develop accurate sales forecasts, considering historical data, in-year performance, market trends, and other relevant factors
• Monitor forecast accuracy and make adjustments as needed to ensure alignment with sales goals
• Define and track key performance indicators (KPIs) to evaluate sales team performance and identify areas for improvement
• Create and maintain reports and dashboards using reporting tools like Tableau, Alteryx
• Develop automated reporting processes to ensure timely and accurate delivery of sales reports to stakeholders
• Influence actionable insights based on data analysis to help sales managers make informed decisions
• Provide regular reports and updates on KPIs to management and sales teams
• Communicate insights and performance updates to sales leadership and other relevant stakeholders through clear and concise reports and presentations
• Provide feedback and recommendations to improve sales team performance
• Stay up-to-date with total addressable market, industry trends, competitor activities, and market dynamics
• Conduct competitive analysis to identify opportunities and threats in the market
• Use market insights to make proactive recommendations for sales strategies and tactics
• Partner with cross-functional teams, including marketing, finance, and product operations, to ensure alignment of sales strategies
• Provide regional pricing support
• Work with Finance and the Sales teams to provide assistance with sales incentive and commissions compensation administration on an as-needed basis
• Define data-sourcing strategy and manage the integration processes of sales data from various sources, including CRM systems, spreadsheets, and databases
• Conduct regular data audits to critically evaluate information gathered from multiple sources, reconcile conflicts to ensure data accuracy and integrity
• Troubleshoot and resolve data-related issues as they arise
• Conduct ad hoc analyses as requested by the sales leadership team
• Provide support to the sales team by answering data-related inquiries and offering training as necessary
• Identify process inefficiencies in sales processes and recommend improvements to increase productivity and effectiveness
• Work with cross-functional teams to implement process enhancements and monitor their impact
• Support the operational implementation of acquisitions into standard process, driving for process optimization continuously

Skills

• Bachelor's degree in business, finance, or a related field
• 5-7+ years proven experience in sales analytics, planning, or related roles
• Proficiency in data analysis tools and software (e.g., Tableau, Alteryx, Excel, SQL, data visualization tools)
• Strong analytical and problem-solving skills with a keen attention to detail and an ability to work independently and as part of a team
• Knowledge of sales processes, CRM systems (SFDC strongly preferred), and sales methodologies and best practices
• Excellent communication and presentation skills to convey complex data findings in a clear and understandable manner
• Ability to work with complex data sets to create impactful reports for data driven conversations and decision making
• Ability to work independently and collaborate effectively with cross-functional teams
• A high degree of adaptability to changing business needs and priorities
• SFDC strongly preferred

Benefits

• Bonus eligible / commission-based
• Generous time off
• Health and wellness programs that provide choice, flexibility, and a safety net for life’s challenges
• Remote First Culture
• Health Care Coverage
• Education Reimbursement
• Competitive Paid Time Off
• Self-Care Days
• National Holidays
• 2 Founder Days + Juneteenth Observed
• Paid Volunteer Time Off
• Charitable Contribution Match
• Monthly Wellness or Home Office Reimbursement
• Access to Employee Assistance Program (mental health platform)
• Parental Leave
• Retirement Plan with match/contribution

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