Business Analyst
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Job Summary
Reporting to the Director of Sales Operations, the fully remote Business Analyst will manage sales data analysis, reporting, and data quality to support the ERISA sales team in achieving their goals through insights and improved processes.
Key responsibilities
- Build and maintain Salesforce and CRM Analytics reports to track sales performance and activity goals
- Analyze pipeline conversion and sales trends, presenting findings to sales leadership for informed decision-making
- Ensure data quality in Salesforce by auditing records and documenting sales processes for consistency across the team
Required qualifications
- Bachelor's Degree in business, finance, economics, information systems, or a related field
- 3+ years of experience in business analysis, sales operations, or a related analytical role
- Advanced Excel skills, including pivot tables and data modeling
- Experience building Salesforce reports and dashboards
- Proven ability to turn data into actionable recommendations for sales leaders
Complete Job Description
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