Sales & Business Analyst
Position Overview
We are seeking a Sales & Business Analyst to support sales growth, client relationships, and business performance through a combination of analytical insight, operational support, and consultative sales. This role will work closely with leadership and client-facing teams to identify opportunities, analyze business trends, and help develop solutions that improve client outcomes.
The ideal candidate has experience in professional services, strong analytical and communication skills, and the ability to translate data into actionable business recommendations. This is a great opportunity for someone who enjoys working at the intersection of sales, and business analysis.
Key Responsibilities
Sales & Client Support
Support the sales team in identifying new business opportunities and expanding existing client relationships.
Develop a strong understanding of client needs, business objectives, and industry trends.
Assist with client presentations, proposals, and business development materials.
Partner with sales and account management teams to track opportunities, client activity, and revenue potential.
Conduct market and competitive research to support sales strategies and client recommendations.
Help identify opportunities to improve client engagement, retention, and overall business performance.
Business Analysis & Reporting
Track, analyze, and report on sales performance, revenue, client activity, and key business metrics.
Prepare recurring reports, dashboards, and presentations for leadership and internal stakeholders.
Analyze trends, identify opportunities, and provide recommendations to support business decisions.
Assist with forecasting, pipeline analysis, and performance tracking.
Maintain accurate CRM and business data, ensuring information is organized and up to date.
Support the development and improvement of reporting processes, analytical tools, and business workflows.
Cross-Functional Collaboration
Work closely with sales, account management, operations, and leadership teams to support business objectives.
Translate complex data and business information into clear, actionable insights.
Assist with special projects, process improvements, and strategic initiatives.
Help ensure client and business information is communicated effectively across teams.
Qualifications
3+ years of experience in sales analysis, business analysis, account management, sales operations, or a related field.
Experience working in a professional services environment is required.
Strong understanding of client relationships, consultative sales, and business development.
Experience analyzing sales, revenue, pipeline, or client performance data.
Strong Excel skills, including data analysis, reporting, and creating charts or dashboards.
Bachelor’s degree in Business, Marketing, Finance, Analytics, or a related field preferred.
Preferred Qualifications
Experience with CRM systems such as Salesforce, HubSpot, or similar platforms.
Experience supporting professional services clients, including consulting, staffing, recruiting, legal, accounting, or other client-service organizations.
Familiarity with Power BI, Tableau, or other business intelligence tools.

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