Job Description:
The Job / What You'll Do:
The Sales Intelligence Analyst is a key member of the Sales Intelligence team responsible for turning sales data and business information into actionable insights, reporting, and analytical tools that improve decision-making, sales effectiveness, and organic growth.
This role serves Sales teams, Sales Leadership, and broader business leaders across Product, Commercial, Finance, and other functions by measuring performance, identifying trends and business drivers, and developing visualization and reporting tools that provide clear visibility into sales results, forecasts, pipeline, activity, and strategic initiatives.
The Analyst combines strong analytical skills with business curiosity to help stakeholders understand what is happening, why it is happening, and where attention may be needed, while continually improving how Sales performance is measured, visualized, and communicated.
This is a full-time position in our Phoenix, AZ office with a hybrid work schedule.
Responsibilities:
Analyze Sales performance across teams, channels, advisors, programs, and strategic initiatives to identify trends, opportunities, risks, tailwinds, headwinds, and underlying business drivers
Develop and maintain reporting and visualization tools, including dashboards, forecasting tools, pipeline reporting, activity reporting, scorecards, and other analytical solutions used by Sales, Sales Leadership, and broader business partners
Support Sales forecasting, performance measurement, KPI reporting, and recurring business reviews, ensuring stakeholders have timely and actionable visibility into results
Support field-level and leadership reporting needs beyond standardized dashboards, developing targeted analysis and tools that help stakeholders manage their businesses and make informed decisions
Help establish, validate, and evolve KPIs and measurement frameworks as Sales teams, channels, programs, and business priorities change
Provide analysis supporting goal distribution, advisor and book segmentation, territory and coverage decisions, capacity planning, and resource allocation
Establish and track measures for strategic Sales initiatives, providing visibility into adoption, momentum, results, risks, and opportunities
Combine quantitative analysis with relevant field feedback, advisor sentiment, conversation intelligence, and business context to help explain performance and strengthen business narratives
Partner with Sales, Product, Commercial, Finance, Business Intelligence, Sales Operations, and other stakeholders to understand business questions, translate needs into reporting and analytical solutions, and communicate findings clearly
Leverage Salesforce, CRM Analytics, Gong, AI, Excel, and other analytical tools to improve the quality, scalability, and efficiency of Sales Intelligence
Knowledge, Skills & Abilities:
Strong analytical and problem-solving skills with the ability to identify meaningful trends and business drivers
Ability to translate business questions into effective reporting, visualizations, analysis, and actionable insights
Working knowledge of Sales performance measurement, forecasting, pipeline analysis, activity reporting, KPIs, and business analytics
Strong data visualization and storytelling skills, with an ability to make complex information easy for business audiences to understand and use
Strong attention to detail and commitment to data quality, accuracy, and consistency
Intellectual curiosity and willingness to look beyond the numbers to understand why performance is changing
Strong Excel and PowerPoint skills; familiarity with Salesforce, CRM Analytics, Tableau, Power BI, or similar tools preferred
Strong communication, collaboration, organization, and stakeholder-management skills, with the ability to work effectively with field Sales teams and senior business leaders
Education & Experience:
Bachelor's degree in Business, Finance, Economics, Analytics, or a related field;…