Main Responsibilities and Required Skills for Sales Analyst
A Sales Analyst is a professional who is responsible for analyzing sales data and market trends to help organizations make informed business decisions related to sales strategy, product development, and customer engagement. They analyze sales data, identify trends and patterns, and generate sales reports. In this blog post we describe the primary responsibilities and the most in-demand hard and soft skills for Sales Analysts.
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Main Responsibilities of Sales Analyst
The following list describes the typical responsibilities of a Sales Analyst:
Achieve
Achieve sales and other targets established by business plans.
Administer
Administer Salesforce and support sales training and sales reps with answers to their questions.
Analyze
Analyze data to identify opportunities and proactively communicate with team.
Analyze existing data to ensure data integrity, accuracy and remove redundancy.
Analyze insurance channel data and generate actionable sales campaign ideas.
Analyze monthly forecast and budget variances.
Analyze reporting and provide input to on how to improve results.
Analyze sales data and provide fit-for-purpose metrics that will be used to make business decisions.
Anticipate
Anticipate questions and prepares appropriate responses or answers.
Arrange
Arrange travel arrangements and maintains travel expense account.
Assist in
Assist in preparation of sales forecasts and budgets.
Assist in the development analytical dashboards & process optimization.
Assist in the development of the Division Business Plan.
Assist sales, trading, lending and derivatives team manage client chat queries.
Assist with coordinating logistics (date,time, onsite prep, travel, etc.).
Assist with day-to-day performance management across all campaigns.
Assist with documenting prep notes / key messages.
Assist with identifying and linking SAP ships to customers in Salesforce.com.
Assist with monthly spirits compliance price postings.
Assist with more complex customer related issues.
Assist with orders to be processed in office while project estimators are unavailable.
Assist with pre-meeting preparation and insurance company targeted marketing and sales campaigns.
Assist with scheduling internal calls with RM's to discuss their clients.
Assist with special projects as needed for the VP, Director of sales and region management team.
Attend
Attend / participate in educational meetings promoting OCIO internally.
Collaborate with
Collaborate across Sales Strategy team and Brand team for assigned brand platforms.
Collaborate with our broker, internal supply and demand teams, and vendors to achieve KPIs.
Collaborate with Sales and Finance on sales financial routines.
Collaborate with the Sales Executive in their territory planning, and account planning.
Communicate
Communicate clearly and accurately on all enquiries.
Communicate necessary PO revisions for quantities or dates internally and externally.
Compile
Compile and Prepare monthly CEG Corporate report.
Complete
Complete ad hoc requests as needed by the cross-functional team.
Complete promotional analysis on events that will lead to insights on efficiency and productivity.
Conduct
Conduct competitor and client surveillance.
Confirm
Confirm the agreement to expectations, timeline & investment.
Consult
Consult and recommend our solutions, which align with the client's needs.
Consult with management to ensure agreement on system principles.
Contact
Contact and qualify prospects via telephone and track results.
Coordinate
Coordinate, develop and publish monthly P&A Dealer Newsletter.
Coordinate internal prep meetings.
Coordinate sales events and meetings.
Create
Create accurate reports / queries by established deadlines.
Create a systematic and repeatable approach to report creation and data audits.
Create highly effective and personalized outreach campaigns.
Create ideal customer profiles (ICPs).
Create insightful Business Cases, Reviews and Scorecards.
Create & maintain SOPs and end-user documentation.
Create sales evaluation reports based on collected data.
Deliver
Deliver against the customer strategy created by the Key account Manager.
Design
Design and implement new solutions to existing and anticipated problems.
Design dashboards for various.
Develop
Develop advanced level reports and queries for sales management.
Develop and execute routine reporting of key performance indicators for sales initiatives.
Develop and maintain operational KPI dashboards in Looker and Salesforce.
Develop and maintain strong relationships with key stakeholders, partners, and internal customers.
Develop collaborative approach in support of close team environment.
Develop competency and shared ownership of customer trade spend and sales forecasting.
Develop key reports to monitor business performance and key trends.
Develop, maintain and run the data insights platform.
Develop methods and strategies for assessing large amounts of data.
Develop reporting tools, including dashboards and visualizations, to explain business insights.
Develop visualizations that compile, analyze and report on data.
Drive
Drive inclusion and diversity of experience, gender, ethnicity and thought in the organization.
Drive user adoption across a variety of use cases.
Engage
Engage with various stakeholders to understand and map current processes aimed at simplifying tasks.
Ensure
Ensure accuracy of data input across all PFC tools and customer systems.
Ensure awareness of all competitive activity and reports to management promptly.
Ensure Data validation and quality control checks.
Ensure Sales target letters are.
Ensure that all items' costs and prices are accurate and profitable.
Ensure that the customer, consumer and category insights are delivered effectively.
Ensure that tracking meets established standards and may escalate for resolution as appropriate.
Enter
Enter, maintain and clean up data errors and anomalies.
Establish
Establish and consolidate the sales incentives plan.
Establish information team priorities that are consistent with Area goals and objectives.
Establish outstanding customer relationship with key supply chain personnel.
Evaluate
Evaluate financial impacts of strategy.
Evaluate seasonality opportunities for in store activities that deliver optimal GSK brand presence.
Evaluate, track and review PFP payouts.
Execute
Execute and verify information received from Retail team to load into TSMT.
Execute annual Regional Volume Incentive programs for customer base.
Execute plans with the end user in mind.
Expand
Expand or modify system to serve new purposes or improve work flow.
Facilitate
Facilitate the sales forecasting and commercial planning process.
Follow up
Follow up program details for new program, including coordinate with Cross Functional Department.
Gather
Gather requirements and modelling criteria for new / enhanced data initiatives.
Generate
Generate daily, weekly, monthly and quarterly sales reports.
Generate target account lists for sales and marketing teams.
Handle
Handle client on-boarding requirements (KYC, KYD, AML, ISDA negotiating etc).
Handle inquires and troubleshoot customer issues.
Help
Help coordinate RFP responses and work closely with RFP content manager.
Help develop and maintain consistently updated proposal and presentation material.
Help prepare briefing documents.
Help secondary market making.
Help with competitive positioning analysis info.
Identify
Identify and prioritize critical requests and needs.
Identify and resolve pricing and inventory concerns.
Identify and respond to opportunities to automate processes and streamline efficiencies.
Identify Key Decision Maker at each "Blue Chip” Prospect.
Identify opportunities to streamline and improve current processes.
Identify trends and opportunities through assessing basic sales, consumer, and shopper information.
Integrate
Integrate all internal and external data sources.
Lead
Lead analytical support for BU Sales managers, leaders and teams.
Lead client and partner communications around operational and performance areas as needed.
Lead "data hygiene" effort in on our CRM system to ensure accurate quality data.
Liaise with
Liaise with internal stakeholders in EMEA and APAC to assess opportunities for sales.
Maintain
Maintain customer records and files.
Maintain database (Avendra portal) and fill customer reports and new product set up sell sheets.
Maintain item allowances for products that are discounted.
Maintain the Marketing System.
Make
Make a tangible impact on globally recognized and respected brands.
Manage
Manage a high volume of daily outreach to prospects across multiple channels.
Manage all CRM system reporting, improvements and modifications.
Manage and audit of samples of data relating to incentive inputs and output.
Manage and lead the RFX / Proposal / Presentation process from project start to project completion.
Manage and organize large datasets from disparate information sources.
Manage inventory levels based on sales forecast.
Manage the sales pipeline.
Manage, track and report promotional performance and ROI.
Manage weekly replenishment orders with customer service.
Meet
Meet deadlines with the resources provided and never compromise ethical standards.
Monitor
Monitor retail pricing analysis and propose adjustments (where applicable).
Monitor the servicing of Accounts to plan - servicing, marketing, reviews, entertainment.
Obtain
Obtain and provide information requiring some explanation or interpretation.
Oversee
Oversee sales marketing expenses, cents per case tracking, monthly budget reporting.
Perform
Perform analyses that identify, evaluate and communicate sales team results, trends and outlooks.
Perform repetitive and non-repetitive, analytical work.
Perform sales calculations on sales incentives.
Plan
Plan and organize prospect and client calls with Sales to drive opportunities.
Prepare
Prepare and control commission incentive budgets for a particular district or region.
Prepare and submit monthly allowances and rebates for the Division.
Prepare Annual, Monthly and ad hoc sales reports and daily sales progress tracking.
Prepare costing quote estimates for various products / services.
Prepare materials for marketing meetings with Research Analysts and Equity Product Marketing team.
Prepare monthly supporting documentation and analysis of commission payment.
Prepare / update custom sales presentation for key prospects and customers.
Prepare Yamaha and competitive trend / sales studies.
Present
Present sales reports to company managers, directors.
Provide
Provide administrative assistance to the sales department as needed.
Provide back up to customer service as needed.
Provide competitive promotion and in-store benchmarking analysis on a going basis.
Provide daily, weekly, monthly review and updates to key performance metrics.
Provide detailed reports to brand managers for any price changes that may arise.
Provide high quality analytical support to BU Sales managers, leaders and teams.
Provide inputs on the possible incentive structure suitable for the Region.
Provide ongoing CRM training to new and existing users and evaluate its effectiveness.
Provide ongoing support and data analysis for the Sales Department.
Provide product specifications and other Moen information to customers.
Provide quarterly reports.
Provide resolution on all administrative or operational matters of a non-controversial nature.
Pursue
Pursue and complete activities to eliminate any inconsistencies.
Research
Research competitors and provide analysis on strengths, threats, weaknesses and opportunities.
Resolve
Resolve any non-sales client issues.
Review
Review and report of sales variances for the Division.
Review customer Claims and approvals.
Review presentation material / RFP.
Schedule
Schedule and participate in debrief meeting.
Simplify
Simplify complex data into easy to comprehend analysis.
Supplier
Supplier site maintenance / trouble shoot.
Support
Support ad hoc analytics requested by cluster head.
Support analysis requests from Account Directors / Advisors.
Support and develop tools within Power BI to enable turn key analysis of account results.
Support cluster Head in business performance management.
Support Customer Operational Reviews with program analysis and recommendations.
Support initiatives of sales leaders while maintaining day-to-day support of sales rep workflows.
Support on going and new sales programs.
Support sales team in data collection and interpretation of data to drive increased sales production.
Support sales teams in preparing and evaluating deal scenarios and contract terms.
Support the analyst and sales teams in the pre-sales operations.
Support the completion of custom invoicing activities and non-standard ordering processes.
Synthesize
Synthesize complex data, and build easy to understand reports with actionable insights.
Track
Track and summarize competitive activity.
Track, evaluate and report on progress of those mitigation plans.
Track prospect and account related activities through the CRM.
Track record of building effective analytical solution to complex business problems.
Track executed CVG cases and payers, and manages necessary paperwork to support case invoicing.
Understand
Understand and translate technical requirements on prospective calls.
Understand Spinnaker's pricing model.
Utilize
Utilize data mining techniques to perform various business modeling and analysis.
Work with
Work closely with Marketing & Product Management Team to provide input on new products.
Work under moderate supervision, adjusting methods and processes.
Work with other groups within firm to help streamline processes.
Write
Write incident reports and / or communicate the results to the sales executives.
Most In-demand Hard Skills
The following list describes the most required technical skills of a Sales Analyst:
Business
IRI
Microsoft Office
Pivot Tables
Accounting
Sales Support
Customer Management
Economics
SQL
Statistics
Administration
Most In-demand Soft Skills
The following list describes the most required soft skills of a Sales Analyst:
Written and oral communication skills
Analytical ability
Interpersonal skills
Organizational capacity
Problem-solving attitude
Attention to detail
Time-management
Multi-task
Work independently with little direction
Self-motivated
Curious
Presentation
Priority management
Collaborative
Organized
