Sales Technology & Analytics Lead

Primary Responsibilities:

• Develop and maintain dashboards, KPIs, and sales analytics reporting to track performance against commercial goals.
• Ensure the accuracy and cleanliness of Salesforce and related systems through structured governance, data audits, and user support.
• Partner with Sales Leadership to support forecasting, pipeline reviews, and territory/account planning.
• Maintain and enhance sales process documentation, onboarding materials, and operating procedures in coordination with Client Solutions, Marketing, and Finance.
• Identify bottlenecks and inefficiencies in the sales cycle; work cross-functionally to implement solutions and tools to streamline processes.
• Partner with Marketing to ensure seamless handoffs of marketing-qualified leads and consistent tracking of lead conversions.
• Coordinate reporting on conference leads, proposal timelines, and opportunity status with the Proposals & Contracts team.
• Provide structured support to Inside Sales and Field Sales through reporting, process standardization, and salesforce hygiene initiatives.
• Facilitate training for sales systems and tools and serve as a go-to resource for best practices and troubleshooting.
• Collaborate with Finance and Proposals to support incentive plan tracking and ensure data alignment across teams.

Requirements:

• Bachelor's degree in marketing, business, communications, or a related field
• 5+ years’ experience with Salesforce or CRM systems in a commercial operation or reporting role within sales enablement.
• Salesforce Administrator certification required; Sales Cloud or CRM Analytics certifications preferred.
• Proven track record of delivering board-level reporting and commercial analytics.
• Experience working cross-functionally to drive data-informed decision-making at a leadership level.
• Demonstrated project management skills with the ability to set, pursue, and achieve results within set timelines.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Creative and innovative thinker, bringing fresh ideas and perspectives.
• Self-starter with the ability to work independently and in teams and to collaborate effectively to achieve common goals.
• An inquisitive mindset with a strong commitment to fostering outstanding internal and external customer experiences.
• Highly organized, managing multiple priorities with efficiency, effectiveness, and attention to detail.
• Ability to understand the bigger picture and how people, processes, and technology connect.
• Flexible and adaptable, thriving in a fast-paced and evolving work environment.
• Excellent organizational, communication, and problem-solving skills.
• Strong communication skills, both written and verbal, with the ability to articulate ideas and influence others effectively.
• Must be willing to travel, up to 25%.

Behaviors:

• Customer Focus, Strong Written and Verbal Skills, Action-Oriented, Approachability, Building Effective Teams, Business Acumen, Career Ambition, Composure, Courage (Managerial), Decision Quality, Informing, Integrity & Trust, Interpersonal Savvy, Planning, Multi-Tasking, Flexible / Adaptable and Analytical

Supervisory Responsibilities:

• This position does not have supervisory responsibilities.

Work Environment/Physical Demands

• This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers and filing cabinets. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. The employee is occasionally required to sit; climb or balance; and stoop, kneel, crouch or crawl. The employee must frequently lift or move objects up to 10 pounds and occasionally lift or move objects up to 25 pounds.