Sales Planning and Reporting Analyst (USA Remote)

Sales Planning and Reporting Analyst (USA Remote)

As a Sales Planning and Reporting Analyst, you will play a pivotal role in driving the success of the sales team by providing data-driven insights, developing sales plans, and generating regular reports to help streamline operations, optimize performance, and achieve sales targets. As a strategic partner and trusted advisor to sales leadership, you will collaborate closely with key stakeholders and cross-functional teams to ensure sales strategies align with overall business goals. You will be responsible for generating reports, creating dashboards, and providing actionable insights that enhance overall efficiency within the sales organization. This role requires a strong analytical mindset, attention to detail, and the ability to communicate findings effectively.

The Sales Planning and Reporting Analyst plays a critical role in helping the organization make informed decisions, optimize sales strategies, and ultimately drive revenue growth. This position requires a combination of analytical skills, strategic thinking, and effective communication to succeed in a dynamic sales environment.

Key Responsibilities:

Sales Planning:

• Partner with leadership and sales teams to develop sales plans and strategies that align with organizational objectives.
• Assist in coordination of annual budget process & ongoing forecasting reviews
• Analyze and recommend adjustments in account segmentation to drive alignment across regions/territories.

Sales Data Analysis:

• Analyze sales performance metrics, such as historical sales data, market trends, quotas, conversion rates, and sales pipeline data to identify opportunities and challenges.
• Drive actionable insights to improve sales strategies and tactics.
• Collect and consolidate sales data from various sources, including CRM systems, databases, and spreadsheets.

Sales Forecasting:

• Partner with sales leaders to set achievable sales targets and quotas.
• Collaborate with sales teams to develop accurate sales forecasts, considering historical data, in-year performance, market trends, and other relevant factors.
• Monitor forecast accuracy and make adjustments as needed to ensure alignment with sales goals.

Reporting and Dashboards:

• Define and track key performance indicators (KPIs) to evaluate sales team performance and identify areas for improvement.
• Create and maintain reports and dashboards using reporting tools like Tableau, Alteryx.
• Develop automated reporting processes to ensure timely and accurate delivery of sales reports to stakeholders.
• Influence actionable insights based on data analysis to help sales managers make informed decisions.

Performance Tracking:

• Provide regular reports and updates on KPIs to management and sales teams.
• Communicate insights and performance updates to sales leadership and other relevant stakeholders through clear and concise reports and presentations.
• Provide feedback and recommendations to improve sales team performance.

Market Research and Competitive Analysis:

• Stay up-to-date with total addressable market, industry trends, competitor activities, and market dynamics.
• Conduct competitive analysis to identify opportunities and threats in the market.
• Use market insights to make proactive recommendations for sales strategies and tactics.

Collaboration and Communication:

• Partner with cross-functional teams, including marketing, finance, and product operations, to ensure alignment of sales strategies.
• Provide regional pricing support
• Work with Finance and the Sales teams to provide assistance with sales incentive and commissions compensation administration on an as-needed basis.

Data Management:

• Define data-sourcing strategy and manage the integration processes of sales data from various sources, including CRM systems, spreadsheets, and databases.
• Conduct regular data audits to critically evaluate information gathered from multiple sources, reconcile conflicts to ensure data accuracy and integrity.
• Troubleshoot and resolve data-related issues as they arise.

Ad Hoc Analysis:

• Conduct ad hoc analyses as requested by the sales leadership team.
• Provide support to the sales team by answering data-related inquiries and offering training as necessary.

Process Improvement:

• Identify process inefficiencies in sales processes and recommend improvements to increase productivity and effectiveness.
• Work with cross-functional teams to implement process enhancements and monitor their impact.
• Support the operational implementation of acquisitions into standard process, driving for process optimization continuously.

Qualifications

• Bachelor's degree in business, finance, or a related field.
• 5-7+ years proven experience in sales analytics, planning, or related roles.
• Proficiency in data analysis tools and software (e.g., Tableau, Alteryx, Excel, SQL, data visualization tools).
• Strong analytical and problem-solving skills with a keen attention to detail and an ability to work independently and as part of a team.
• Knowledge of sales processes, CRM systems (SFDC strongly preferred), and sales methodologies and best practices.
• Excellent communication and presentation skills to convey complex data findings in a clear and understandable manner.
• Ability to work with complex data sets to create impactful reports for data driven conversations and decision making
• Ability to work independently and collaborate effectively with cross-functional teams.
• A high degree of adaptability to changing business needs and priorities.

Additional Information

The expected annual base salary range for this position is: $87,615/year to $146,025/year . This position is bonus eligible / commission-based.

Actual compensation will be provided in writing at the time of offer, if extended, and is determined by work location and a range of other relevant factors, including but not limited to: experience, skills, degrees, licensures, certifications, and other job-related factors. Internal equity, market and organizational factors are also considered.

Total Rewards @ Turnitin At Turnitin, we believe Total Rewards go far beyond pay. While salary, bonus, or commission are important, they're only part of the value you receive in exchange for your work.

Beyond compensation, you'll experience the intrinsic rewards of unleashing your potential and making a positive impact on global education. You'll also thrive in a culture free of politics, surrounded by humble, inclusive, and collaborative teammates.

In addition, our extrinsic rewards include generous time off and health and wellness programs that provide choice, flexibility, and a safety net for life's challenges. You'll also enjoy a remote-first culture that empowers you to work with purpose and accountability in the way that suits you best, all supported by a comprehensive package that prioritizes your overall well-being.

Our Mission is to ensure the integrity of global education and meaningfully improve learning outcomes.

Our Values underpin everything we do.

• Customer Centric: Our mission is focused on improving learning outcomes; we do this by putting educators and learners at the center of everything we do.
• Passion for Learning: We are committed to our own learning and growth internally. And we support education and learning around the globe.
• Integrity: Integrity is the heartbeat of Turnitinit is the core of our products, the way we treat each other, and how we work with our customers and vendors.
• Action & Ownership: We have a bias for action. We act like owners. We are willing to change even when it's hard.
• One Team: We strive to break down silos, collaborate effectively, and celebrate each others' successes.
• Global Mindset: We consider different perspectives and celebrate diversity. We are one team. The work we do has an impact on the world.

Global Benefits

• Remote First Culture
• Health Care Coverage
• Education Reimbursement*Competitive Paid Time Off
• Self-Care Days
• National Holidays
• 2 Founder Days + Juneteenth Observed
• Paid Volunteer Time Off
• Charitable Contribution Match
• Monthly Wellness or Home Office Reimbursement