Sales Analytics & Reporting Specialist

Concentrix Schweiz AG seeks a Sales Analytics & Reporting Specialist to manage Salesforce data integrity, build Power BI dashboards, and provide predictive insights for sales forecasting.

This position is responsible for defining and tracking key sales performance indicators while ensuring the accuracy of data within the Salesforce CRM environment. The specialist supports strategic decision-making by conducting deep-dive analyses and developing predictive models to forecast sales trends and optimize capacity planning.

Responsibilities

• Establish and maintain a comprehensive set of sales KPIs, such as pipeline velocity, win rates, and quota attainment.
• Collaborate with Sales Operations to standardize metric definitions for consistent reporting.
• Monitor performance against targets to identify risks, trends, and growth opportunities.
• Create executive-level scorecards and summaries for weekly, monthly, and quarterly reviews.
• Ensure data accuracy, completeness, and consistency within Salesforce CRM.
• Automate data pipelines and reporting workflows to minimize manual effort.
• Perform root cause analysis on data discrepancies and implement corrective actions with IT.
• Integrate data from CRM, ERP, and marketing platforms to create a unified sales view.
• Analyze sales programs, campaigns, and customer segments to uncover actionable insights.
• Develop predictive models and scenario analyses for sales forecasting and quota setting.
• Translate complex data findings into clear narratives and visualizations for various audiences.
• Identify analytical gaps and recommend new reporting frameworks to enhance decision-making.
• Design and maintain interactive Power BI dashboards for sales leadership.
• Build and manage Salesforce reports, dashboards, and custom views for daily operations.
• Create advanced Excel models with pivot tables and complex formulas for ad hoc analysis.
• Optimize dashboards and reports for performance, usability, and self-service access.

Requirements

• Proficiency in defining and tracking Sales KPIs.
• Experience managing and maintaining data integrity in Salesforce CRM.
• Skill in designing and developing interactive reports using Power BI.
• Advanced Excel capabilities, including pivot tables and complex formulas.
• Ability to design and automate data pipelines.
• Competence in conducting root cause analysis for data discrepancies.