Job Description

We are seeking a hands-on Senior Business Analyst - Sales Analytics to partner with Sales, Marketing, Revenue Operations, and Leadership to turn data into actionable insights. The role requires strong business acumen, excellent SQL and dash boarding skills, and the ability to translate complex data into simple recommendations that improve pipeline velocity, conversion, and overall revenue performance. You will own the analytics stack across Salesforce, Alteryx, dbt, and Tableau, helping drive data-informed decisions across the organization.
Key Responsibilities:

• Partner with Sales leadership and Revenue Operations to frame business questions, define KPIs, and deliver actionable recommendations.

• Build and maintain standardized reporting for pipeline health, funnel conversion, SDR/AE performance, lead routing, and forecast accuracy.

• Lead ad hoc analyses on campaign effectiveness, territory coverage, channel performance, and pricing/discounting trends.

• Design robust SQL/dbt models for sales data marts, ensuring clean definitions, documentation, and repeatable data workflows.

• Develop and maintain user-friendly Tableau dashboards, driving adoption through training, versioning, and stakeholder feedback.

• Monitor Salesforce data hygiene, optimize reporting datasets, and collaborate with Sales Ops and Data Engineering to resolve data issues.

• Implement QA checks, alerting, and monitoring for critical reports and pipelines; document metrics, dashboards, and workflows.

Requirements

• 5-8 years of experience in Sales/Revenue Analytics or Business Analytics in fintech, SaaS, financial services, or similar data-rich environments.

• Strong SQL proficiency (window functions, CTEs, performance tuning) and hands-on experience building curated models in dbt.

• Experience with Salesforce data analytics, including objects, fields, opportunity stages, campaigns, and activity data.

• Proficiency in Tableau, including LOD expressions, parameters, actions, and performance optimization.

• Hands-on experience with Alteryx or comparable ETL/data preparation tools.

• Proven ability to translate business problems into analytical solutions and communicate insights effectively to non-technical stakeholders.

Skills Required