Sales Insights & Reporting Analyst
GEHA, Inc.
Atlanta, GA
Summary
The Sales Insights and Reporting Analyst is accountable for informing the sales function to help GEHA meet or exceed growth goals by employing best practices to transform sales metrics into information and intelligence through dashboard development and assisting the Mgr -Marketing Infrastructure and Sales Insights in producing sale prospect insights at every state in the sales funnel.
The successful candidate will have a background in sales success metrics, data manipulation, and dashboard reporting in a sales environment. The work will be focused on assessing the performance of large-scale growth and initiatives. This position requires an experienced analyst that thrives on using BI tools to provide insights, and market intelligence to help inform the sales team on “where” to focus efforts and improve overall sales results. The candidate should have experience with BI tools, dashboard design, and assisting with results interpretation. The successful candidate will have the ability to communicate and present findings to direct manager for ultimate share-out to all levels of management.
Duties
· Own sales dashboard development and production schedule.
· Become an expert in internal and vendor data sources that feed reporting and insights.
· Stay current on in-flight sales initiatives and metadata that drive effective reporting.
· Understand geographic, cobranding, and other cohorts that are key for prioritizing sales efforts.
· This role will also report on the outcome of the identified cohorts for effective closed-loop reporting and sales improvement.
· Help inform sales targeting through results assessment.
· Become familiar with Salesforce data structures for dashboarding and analysis.
· Become familiar with commercial campaign and performance database to use for dashboard input into reporting and insights.
· Provide reporting that reflects market testing, product performance, target market identification, and cohort hypotheses.
· Develop key commercial insights to enable segment/product/market/geo-analytical specific sales reporting.
· Provide full-funnel visibility throughout the sales funnel.
· Other duties as assigned.