Sales

Sales Planning Analyst

Looking to hire your next Sales Planning Analyst? Here’s a full job description template to use as a guide.

About Vintti

At Vintti, we understand the importance of real-time collaboration in today's fast-paced business environment. Our staffing solutions focus on connecting US companies with Latin American talent operating in compatible time zones. This strategic approach ensures that businesses can engage with their team members during regular office hours, facilitating immediate communication, swift problem-solving, and seamless project coordination.

Description

A Sales Planning Analyst plays a pivotal role in enhancing an organization's sales strategy and overall performance. This position involves analyzing market trends, sales data, and historical performance to create accurate sales forecasts and actionable insights. The analyst works closely with sales teams to develop and implement strategic sales plans, optimize sales processes, and identify growth opportunities. By leveraging various analytical tools and methodologies, the Sales Planning Analyst ensures that the company remains competitive and meets its revenue targets, ultimately contributing to informed decision-making and long-term business success.

Requirements

- Bachelor’s degree in Business Administration, Finance, Economics, Statistics, or related field
- Proven experience as a Sales Analyst, Data Analyst, or similar role
- Strong proficiency in Microsoft Excel and data analysis tools
- Experience with CRM software and sales forecasting models
- Proficient in data visualization tools such as Tableau, Power BI, or similar
- Excellent analytical, mathematical, and problem-solving skills
- Strong communication and presentation abilities
- Detail-oriented with a high degree of accuracy
- Ability to work collaboratively with cross-functional teams
- Strong organizational and project management skills
- Knowledge of statistical analysis and data mining techniques
- Familiarity with ERP systems and sales tracking software
- Ability to handle multiple projects simultaneously and meet tight deadlines
- Strong understanding of sales performance metrics and KPIs
- Experience in market research and competitor analysis
- Excellent written and verbal communication skills
- Ability to translate complex data into actionable insights
- Understanding of financial planning and budgeting processes
- Proficiency in SQL or other relevant querying languages is preferred
- Ability to adapt to new tools and technologies quickly

Responsabilities

- Analyze sales data for trends, patterns, and discrepancies
- Develop and maintain sales forecasts and predictive models
- Collaborate with sales, marketing, and finance teams to align strategies with company goals
- Create and present detailed sales performance reports to management
- Track and evaluate the efficiency of sales initiatives and campaigns
- Provide actionable insights and recommendations for optimizing sales processes
- Monitor and report on key performance indicators (KPIs)
- Assist in the development of sales planning tools and systems
- Support the sales team with data-driven insights and strategies
- Conduct market research to identify potential sales opportunities
- Prepare and manage sales budgets and financial plans
- Schedule and coordinate sales meetings and strategy sessions
- Maintain and update CRM systems with current sales data
- Conduct competitor analysis to understand market dynamics
- Assist in implementing new sales technologies and tools
- Communicate sales targets and performance metrics to stakeholders
- Support inventory management and demand planning activities
- Ensure data integrity and accuracy through regular database audits and updates
- Troubleshoot and resolve issues related to sales data and reporting
- Provide training and support on analytical tools and methodologies to sales team members

Ideal Candidate

The ideal candidate for the Sales Planning Analyst role will possess a Bachelor's degree in Business Administration, Finance, Economics, Statistics, or a related field and demonstrate proven experience in a similar role, such as Sales Analyst or Data Analyst. They will exhibit a strong proficiency in Microsoft Excel and data analysis tools, along with experience in CRM software and sales forecasting models. Proficient in data visualization tools like Tableau or Power BI, the candidate will have excellent analytical, mathematical, and problem-solving skills. Superior communication and presentation abilities will enable them to translate complex data into actionable insights effectively. Detail-oriented with a high degree of accuracy, they will be adept at working collaboratively with cross-functional teams, showcasing strong organizational, project management skills, and the ability to handle multiple projects simultaneously while meeting tight deadlines. Their knowledge in statistical analysis, data mining techniques, sales performance metrics, KPIs, and market research will differentiate them further. Experience with ERP systems, financial planning, budgeting processes, and SQL querying languages is preferred. This candidate will also demonstrate a proactive approach to problem-solving, adaptability to new tools and technologies, strategic thinking, and a capacity to manage complex data sets. Personal attributes such as a customer-focused mindset, high level of integrity, strong ethical standards, self-motivation, enthusiasm for continuous learning and professional development, and a drive for continuous improvement and achieving results will make them a standout candidate for this role.

On a typical day, you will...

- Analyze sales data to identify trends, patterns, and discrepancies.
- Develop and maintain sales forecasts and predictive models.
- Collaborate with sales, marketing, and finance teams to align sales strategies with company goals.
- Create and present detailed sales performance reports to management.
- Track and evaluate the efficiency of sales initiatives and campaigns.
- Provide actionable insights and recommendations to optimize sales processes.
- Monitor and report on key performance indicators (KPIs) related to sales activities.
- Assist in the development of sales planning tools and systems.
- Support the sales team with data-driven insights and strategies.
- Conduct market research to identify potential sales opportunities.
- Prepare and manage sales budgets and financial plans.
- Schedule and coordinate sales meetings and strategy sessions.
- Maintain and update customer relationship management (CRM) systems with current sales data.
- Conduct competitor analysis to understand market position and dynamics.
- Assist in the implementation of new sales technologies and tools.
- Communicate sales targets and performance metrics to relevant stakeholders.
- Support inventory management and demand planning activities.
- Ensure data integrity and accuracy by regularly auditing and updating sales databases.
- Troubleshoot and resolve issues related to sales data and reporting.
- Provide training and support to sales team members on analytical tools and methodologies.

What we are looking for

- Analytical mindset with a keen eye for detail
- Proactive approach to problem-solving
- High level of accuracy and attention to detail
- Strong organizational skills and ability to prioritize tasks
- Excellent written and verbal communication skills
- Ability to work collaboratively in a team environment
- Strong presentation and reporting skills
- Adaptability to new tools and technological advancements
- Ability to handle and interpret complex data sets
- Self-motivated with a strong sense of initiative
- Strategic thinking with an ability to see the big picture
- Capability to meet tight deadlines under pressure
- Customer-focused with strong relationship-building skills
- High level of integrity and ethical standards
- Strong understanding of sales processes and dynamics
- Ability to synthesize data into actionable insights
- Capacity to manage multiple projects simultaneously
- Enthusiasm for continuous learning and professional development
- Innovative mindset with a drive for continuous improvement
- Strong work ethic and dedication to achieving results

What you can expect (benefits)

- Competitive salary range based on experience and qualifications
- Comprehensive health insurance (medical, dental, vision)
- Retirement savings plan with company matching
- Paid time off (vacation, sick leave, personal days)
- Paid holidays
- Professional development and training programs
- Opportunities for career advancement and growth
- Flexible work arrangements (remote work options, flexible hours)
- Performance-based bonuses and incentives
- Life and disability insurance coverage
- Employee assistance programs
- Wellness programs and resources
- Tuition reimbursement for continued education
- On-site amenities (gym, cafeteria, parking)
- Employee discounts on company products/services
- Social events and team-building activities
- Collaborative and inclusive work environment
- Support for work-life balance (family leave, parental leave)
- Recognition and rewards programs for outstanding performance

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