Senior Sales Reporting Analyst

This is a fully remote position, open to applicants in India.

📋 Description

• Create, build, and sustain sales reports, dashboards, and analytics for Sales, Revenue Operations, Finance, and executive leadership.

• Design and manage Salesforce reports and dashboards that support pipeline, opportunity management, forecasting, sales activities, and performance reporting.

• Collaborate with stakeholders to collect reporting requirements and convert them into scalable reporting and analytics solutions.

• Provide support for Quote-to-Cash reporting and analytics, including pipeline, bookings, backlog, invoiced revenue, gross profit, forecasting, win/loss analysis, and sales performance metrics.

• Evaluate sales performance across various dimensions such as AE, Sales Director, region, practice, customer, product, manufacturer/OEM, and opportunities.

• Identify trends, risks, exceptions, and opportunities within sales data, translating these findings into actionable business insights.

• Ensure the accuracy and consistency of Salesforce data, business definitions, hierarchies, and downstream reporting through validation processes.

• Aid in the governance of Sales KPIs, business rules, hierarchies, and reporting definitions.

• Document the logic of reports, filters, calculations, data sources, and metric definitions.

• Address issues related to data quality, permissions, hierarchy, and visibility.

• Assist with Salesforce releases, enhancements, and process modifications by evaluating and confirming reporting impacts.

• Work alongside Data Engineering and BI teams to synchronize Salesforce reporting with enterprise data models, data warehouse, Power BI, and downstream analytics.

• Promote the use of standardized enterprise reporting while minimizing manual or redundant reporting processes.

⛳️ Requirements

• 4–7 years of experience in Salesforce reporting, sales analytics, business intelligence, Revenue Operations analytics, or a related area.

• Practical experience supporting Sales or Revenue teams within a B2B setting.

• Preferred experience working across Salesforce and enterprise BI/data platforms.

• Bachelor’s degree in Business, Information Systems, Analytics, Data Science, or a related field (or equivalent experience).

• Strong hands-on expertise with Salesforce reporting and dashboards, including standard, custom, summary, matrix, and joined reports.

• Solid understanding of the Salesforce data model, encompassing Opportunities, Accounts, Leads, Contacts, and Activities.

• Extensive experience with sales metrics, pipeline management, forecasting, bookings, and performance reporting.

• Capability to translate business requirements into reports, dashboards, and actionable analytics.

• Familiarity with BI and visualization tools; experience with Power BI is strongly preferred.

• Ability to navigate complex filters, business rules, hierarchies, row-level visibility, and sharing/security models.

• Preferred knowledge of enterprise data warehouses and dimensional data models.

• SQL experience is preferred.

• Salesforce certifications are advantageous.

• Power BI or related analytics certifications are a plus.

🏝️ Benefits

• Competitive salary and performance-based bonuses.

• Comprehensive health, dental, and vision insurance.

• Retirement savings plan with company matching.

• Flexible work hours and remote work options.

• Opportunities for professional development and career advancement.