Sales Performance Analyst at CredPal

Purpose Statement

• We are seeking a data-driven Sales Performance Analyst to optimize sales efficiency, enhance revenue generation, and drive data-backed decision-making. 
• The Sales Performance Analyst is responsible for analyzing key sales metrics, monitoring pipeline performance, and ensuring the sales team meets and exceeds targets. 

Responsibilities

• Drive accountability by ensuring the sales team meets and exceeds targets through performance tracking, coaching, and strategic adjustments.
• Generate daily, weekly, and monthly sales reports to monitor individual and team performance.
• Track and analyze key performance indicators (KPIs) for the sales team, ensuring accurate monitoring.
• Analyze sales performance data to track key KPIs, identify trends, and highlight areas for improvement.
• Manage and assign leads to the sales team while ensuring efficient account management and customer performance tracking.
• Evaluate sales conversion rates and pipeline efficiency to enhance revenue generation.
• Conduct sales forecasting and provide data-driven recommendations for goal setting and capacity planning.
• Identify sales process bottlenecks and recommend optimization strategies, including automation.
• Collaborate with sales teams to improve sales strategies, customer targeting, and engagement initiatives.
• Manage CRM data quality, ensuring data accuracy and integrity within the sales pipeline.

Requirements

• Bachelor’s Degree in Business, Finance, Economics, Data Analytics, or a related field.
• Proven experience in similar role within the fintech or financial services industry.
• 2-4 years of experience in sales analytics, business intelligence, or a related role.
• Strong proficiency in Excel, Power BI, Zoho CRM, Salesforce, and SQL for data analysis and reporting.
• Experience in sales pipeline management, forecasting, and performance tracking.
• Ability to analyze complex sales data and provide actionable insights to improve revenue growth.
• Strong understanding of KPI monitoring and sales conversion optimization.
• Experience with automation and analytics to enhance sales processes.
• Excellent problem-solving skills and ability to identify process bottlenecks.
• Strong collaboration skills to work effectively with sales, marketing, and leadership teams.
• Exceptional communication skills for presenting findings and recommendations to stakeholders.

Benefits

• Competitive salary and performance-based bonuses
• Professional development and growth opportunities.
• A dynamic and innovative work environment.
• Hybrid work options for flexibility and work-life balance.