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Sales Data Analyst

Optima Recruitment
Epsom, Surrey
11 months ago
Applications closed

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You will be working as part of a global team with a key focus to review and enhance analysis of current sales reporting. Responsible for identifying areas for targeted reporting and analysis of business written and providing necessary weekly, monthly and reporting analysis and commentary to assist with budgeting and forecast.

You will have extensive experience of Excel and Power BI and provide internal management reporting and market analysis to support sales activity and improve sales productivity, as well as support to other functions.

Key Responsibilities

  • Responsible for the review and enhancement of management reporting framework.

  • Analysing data, deriving insights and making meaningful suggestions to improve the business.

  • Responsible for data integrity, freshness and cleanliness of CRM and work with the team to achieve this.

  • Support the Group Sales Director and Group Managing Director in discovering insightful trends within behaviours, inputs and outputs to support development of strategy.

  • Analysing sales financial results and identifying trends to help improve the sales financial performance.

  • Preparing weekly & monthly sales focused reports on revenue and gross profit.

  • Providing analysis and commentary, communicating the insights of the reports and trends to management.

  • Generating & maintaining sales dashboards for sales teams and business managers.

  • Support sales teams in preparation of request for quotes and qualification of opportunities.

  • First point of contact for reporting & sales data queries.

  • Driver of change within the business to support overall strategies.

  • Collaborate with, and support, the operations/sales/finance team on tasks that require changes.

  • Responsible for training end users of systems to ensure consistency of completion and update of platform data.

  • Preparation and consolidation of sales budgets and forecasts

    Experience & Qualifications

  • Excellent knowledge of Microsoft Power Platform (Power Apps, Power BI and Power Automate) and Power BI bespoke reporting

  • Previous experience working with SQL in a commercial environment.

  • Cloud based Finance and CRM Systems hands on experience (Essential)

  • Strong analytical and numerical skills which would have included analytical experience in interpreting sales data

  • Educated to degree standard in Finance, Business or Accountancy

  • Interim/Advanced Excel

  • Power BI & Mercury knowledge

  • Microsoft Dynamics CRM / Mercury XRM

  • Experience working with customer data or sales data.

    Benefits & Perks

  • Monday – Friday, 9am – 5:30pm

  • Day off on your birthday

  • Free tea & coffees plus breakfast products and fresh fruit daily

  • Closed over Christmas without using your holiday

  • Company incentives and paid Christmas party

  • Training and development program for each person

  • Twice yearly detailed 360 appraisals

    Refer a friend and earn £100! If you have a friend who is also searching for a new opportunity in the local area, recommend Optima and if we place them (providing they complete their 3-month probation period), you will receive a £100 retail voucher of your choice!

    Please note that if you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.

    By applying for this vacancy, you accept Optima Recruitment Limited’s Privacy and GDPR Policy which can be found on our website and therefore gives us consent to contact you.

    Optima Recruitment Limited are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.

    Responsible for identifying potential client opportunities and closely engaging to sell services and close deals resulting in increasing sales and a steady growth of our client base

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