Verified Job
IT / Software / Data Analyst
Business Analyst, Sales Analytics and Reporting- job post Latium Technologies Inc
IT / Software / Data Analyst
#804302
Remote / WFH
Latium Technologies Inc
Job Description
Full job description
Position Overview
We are seeking a Business Analyst to support the Sales team through CRM reporting, dashboard development, sales analytics, and process improvement.
This role will transform sales and customer data into actionable insights that support forecasting, pipeline management, territory and route planning, and leadership decision-making. The successful candidate will have experience with HubSpot or another CRM platform, Power BI, Excel, and the development of sales dashboards and reporting solutions.
Key Responsibilities
Develop and maintain Power BI dashboards for sales performance, pipeline activity, customer growth, revenue, and operational metrics.
Create HubSpot reports and dashboards to track sales activity, customer engagement, conversions, and pipeline performance.
Analyze sales trends, forecasts, territories, customer locations, and route opportunities to identify risks and growth opportunities.
Work with Sales and Management to establish KPIs, reporting standards, forecasting models, and scalable reporting processes.
Improve CRM data quality, reporting accuracy, and HubSpot workflows and automation.
Gather business requirements and translate them into reports, dashboards, and process improvements.
Automate recurring Excel reports and manual workflows.
Present findings and recommendations to Sales, Operations, and Leadership.
Partner with Sales, Customer Success, Accounting, Operations, and Software Development to define reporting needs and business metrics.
Qualifications
Experience in business analysis, sales analytics, business intelligence, revenue operations, or a related role.
Position Overview
We are seeking a Business Analyst to support the Sales team through CRM reporting, dashboard development, sales analytics, and process improvement.
This role will transform sales and customer data into actionable insights that support forecasting, pipeline management, territory and route planning, and leadership decision-making. The successful candidate will have experience with HubSpot or another CRM platform, Power BI, Excel, and the development of sales dashboards and reporting solutions.
Key Responsibilities
Develop and maintain Power BI dashboards for sales performance, pipeline activity, customer growth, revenue, and operational metrics.
Create HubSpot reports and dashboards to track sales activity, customer engagement, conversions, and pipeline performance.
Analyze sales trends, forecasts, territories, customer locations, and route opportunities to identify risks and growth opportunities.
Work with Sales and Management to establish KPIs, reporting standards, forecasting models, and scalable reporting processes.
Improve CRM data quality, reporting accuracy, and HubSpot workflows and automation.
Gather business requirements and translate them into reports, dashboards, and process improvements.
Automate recurring Excel reports and manual workflows.
Present findings and recommendations to Sales, Operations, and Leadership.
Partner with Sales, Customer Success, Accounting, Operations, and Software Development to define reporting needs and business metrics.
Qualifications
Experience in business analysis, sales analytics, business intelligence, revenue operations, or a related role.
