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Hyland

Sales Data Analyst

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Overview

The Data Analyst partners closely with Market Unit sales teams to translate business needs into actionable insights. This role is responsible for delivering reliable “run-the-business” reporting, supporting ad hoc analysis, and enabling data-driven decision-making that improves sales performance. The analyst ensures consistent use of enterprise data models and provides clear interpretation of trends, risks, and opportunities.

This position plays a critical role in connecting sales strategy, operational execution, and analytics by transforming complex datasets into practical insights for sellers and leadership.


Responsibilities

Sales Partnership & Insights

  • Serve as a trusted data partner to a Market Unit sales organization by delivering intuitive dashboards and reports used by sellers and sales leaders on a daily, weekly, and quarterly basis.
  • Translate business questions into analytical frameworks that identify performance drivers, pipeline trends, and areas of opportunity.
  • Provide clear interpretation of data to help sales leadership make informed decisions aligned to revenue targets.
  • Assist Sales Operations with territory, quota, and performance-related analysis

Reporting & Dashboard Development

  • Maintain and enhance dashboards and KPI tracking using modern analytics platforms (Power BI and Microsoft Fabric within the Microsoft ecosystem).
  • Ensure reporting consistency with enterprise standards across tools such Salesforce, Clari, and enterprise semantic models.
  • Summarize findings into clear, concise presentations or written insights for business stakeholders.
  • Support ad hoc analysis requests tied to forecasting, pipeline movement, and sales performance.

Data Quality & Governance

  • Ensure metric accuracy and alignment with globally defined definitions and data models.
  • Monitor data refresh cycles and proactively resolve reporting discrepancies.
  • Perform data validation and integrity checks across core sales datasets.
  • Create internal documentation outlining report logic, processes, and analytical outputs.

Basic Qualifications

  • Bachelor’s degree or equivalent professional experience.
  • 2–5 years of experience in Data Analytics, Business Intelligence, or a related field supporting business performance.
  • Demonstrated ability to deliver actionable insights that influence decision-making.
  • Strong analytical and problem-solving skills with attention to detail.
  • Advanced Microsoft Excel skills.
  • Experience building dashboards using Power BI and Microsoft Fabric (SQL Server and DAX experience a plus)
  • Experience working with CRM and revenue data (Salesforce experience preferred).
  • Strong project management and organizational skills with the ability to manage multiple priorities.
  • Strong written and verbal communication skills with the ability to explain technical concepts to non-technical audiences.
  • Proven ability to collaborate effectively across cross-functional teams.
  • Strong business and technical acumen.
  • Up to 5% travel required.