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Position Summary:
The Sales Insights Analyst leverages data and reporting tools to drive business decisions and empower sales performance. This role collaborates cross-functionally to deliver actionable sales insights, build and maintain CRM dashboards, analyze trends, and support strategic planning. The Analyst ensures sales leaders have the information needed to meet targets and optimize processes in a fast-paced environment
Primary AccountabilitiesStrategic and Analytical
- Build and maintain reports and dashboards in CRM platforms (e.g., Salesforce) using filters for actionable insights.
- Analyze sales performance metrics (e.g., sales pipeline trends, forecast accuracy, rep productivity), customer trends, pipeline dynamics, and win/loss data on a weekly and sometimes daily basis.
- Conduct ad hoc analyses to support sales initiatives, new product launches, and territory planning.
- Evaluate historical trends and current pipeline to support forecasting, quota setting, and territory optimization.

Technical




- Develop and maintain dashboards, scorecards, and standardized reporting tools to provide visibility into key sales KPIs.
- Use Excel and BI tools (e.g., Tableau, Power BI) to analyze data, apply relevant formulas, and ensure data accuracy and integrity.
- Extract and analyze data from CRM, SQL, and data platforms (e.g., Snowflake) to inform business decisions.
- Serve as a strategic partner to Sales, Marketing, and Finance teams, translating business questions into analytical frameworks.
- Communicate findings and action items clearly via email, video calls, and chats.
- Participate in cross-functional planning meetings and support remote collaboration.

Required Qualifications
- Bachelor’s degree in Business, Economics, Statistics, Data Science, or a related field; 2+ years of experience in sales analytics, business intelligence, or a similar data-focused role; or any equivalent combina

📌 Sales Insights Analyst (Monterrey)
🏢 INMAR INTELLIGENCE
📍 Monterrey