Sales Analyst

What You Will Do/Need (Job Summary):
The Sales Analyst will collect and analyze data to evaluate existing and potential clients, markets, products and business opportunities. This will be achieved by running competitive analysis, conducting forecasting, and making recommendations on how the sales and marketing teams should move forward. The Sales Analyst is an individual contributor with no direct report/people management responsibilities. However, the role helps to manage timelines and contributions from colleagues to ensure deadlines and key milestones are achieved.

Responsibilities (Essential Duties and Responsibilities):

  • Manage pipeline forecasts and sales reports
  • Performs data analysis to assess opportunities
  • Primary contact for the monthly sales projections and sales reports
  • Prepare sales reports using MS Office tools, SalesForce.com and other technologies
  • Manages reports on broker and sales contests
  • Manage monthly, quarterly, and annual sales reports to identify sales patterns and areas for improvement
  • Assess market data, including competitors, to identify areas where the company can increase its efforts
  • Present actionable information and insights to team members and management
  • Collaborate with team members and members of other departments

Minimum Qualifications (Knowledge, skills, and abilities required):

  • Bachelor’s degree
  • Several years of experience in a sales analyst role
  • Advanced problem-solving and analysis skills
  • Advanced in all MS Office suite (Excel, PowerPoint and Access)
  • Superior oral and written communication skills
  • Excellent organizational skills and detail-oriented
  • Strong work ethic and willingness to take initiative
  • Ability to work independently and on a team
  • Demonstrated ability to multitask and prioritize
  • Excellent time management

What Will Make You Special (Preferred knowledge, skills, and abilities):

  • Leadership experience managing sales reports and forecasting
  • SalesForce.com or other sales reporting technology experience
  • Physical Demands and Work Environment

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job.
While performing the duties of this job, the associate is regularly required to talk or hear. The associate frequently is required to be mobile; use hands to finger, handle or feel; and reach with hands and arms.

Position Type and Expected Hours of Work:
This is a full-time position. Days and hours of work are Monday through Friday, 8:00 a.m. to 5:00 p.m. Occasional evening and weekend work may be required as job duties demand.

Travel:
This role is not expected to travel.

Note: This job description in no way states or implies that these are the only duties to be performed by the associate in this position. Associates will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbent will possess the skills, aptitude, and ability to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at-will” relationship.

If you are interested in this position, please forward your resume, with a cover letter, to Dave Seed, Director of Marketing & Sales Support, at dseed@legalplans.com, no later than October 16, 2019.