Sales Intelligence Analyst Business Intelligence Analyst

Position Title: Sales Intelligence Analyst / Business Intelligence Analyst

Location: CDMX or Guadalajara

Advanced English

Role Overview

The Specialist Coordinator for Sales BI serves as the bridge between raw data and revenue growth. In this role, you will be responsible for synthesizing complex datasets into actionable sales strategies, maintaining the integrity of our CRM, and providing the sales leadership team with the insights needed to hit aggressive targets. You arent just a "numbers person"; you are a strategic partner to the sales force.

Accountabilities

• Data Architecture & Reporting: Design, develop, and maintain automated dashboards that track Key Performance Indicators (KPIs) such as pipeline velocity, win/loss ratios, and sales cycle length.
• Sales Forecasting: Utilize historical data and predictive modeling to provide weekly, monthly, and quarterly revenue forecasts.
• Market Analysis: Monitor industry trends and competitor activity to identify "white space" opportunities for the sales team.
• CRM Governance: Act as the primary administrator for the CRM (e.g., Salesforce, HubSpot), ensuring data hygiene and optimizing workflows for the sales reps.
• Strategic Advisory: Present monthly "Insight Packs" to executive leadership, highlighting bottlenecks in the sales funnel and recommending corrective actions.
• Process Optimization: Identify manual tasks within the sales process and implement BI tools or automations to increase "time-on-task" for sellers.
  
  

Other Applicable Scope Defining Dimensions

• Data Ownership (The "What")
  
  

Pipeline Analytics: Conversion rates, velocity, and stage-by-stage leakage.

Revenue Forecasting: Historical modeling vs. real-time sales projections.

Market Intelligence: Competitor benchmarking and territory whitespace analysis.

• Technical Ecosystem (The "How")
  
  

Stack Management: Integration between CRM (Salesforce/HubSpot), ERP, and BI Tools (Tableau/Power BI).

Data Governance: Maintaining the "Single Source of Truth" by enforcing strict CRM hygiene and validation rules.

• Organizational Impact (The "Where")
  
  

Cross-Functional Bridge: Aligning Marketing (Lead Gen) with Sales (Closing) and Finance (Revenue Recognition).

Geographic Scale: Managing data across local, regional, or global territories (multi-currency/multi-language).

• Strategic Authority (The "Why")
  
  

Tactical: Responding to ad-hoc report requests (Reactive).

Advisory: Identifying trends to proactively pivot sales strategy (Proactive).

Knowledge, Skills & Abilities

• Data OwnershipMaintains existing dashboards.Architects new data models and schemas.
• Decision Support
• Provides reports for meetings.Leads the strategy portion of the meeting.
• Tool Stack
• Uses CRM and Excel.Manages SQL warehouses and BI stacks.
• ImpactFocuses on team-level KPIs.Focuses on company-wide ARR and EBITDA.
  
  

Experience & Education

• Bachelor’s degree in Data Analytics, Statistics, Business Administration, or Finance.
• Alternative Paths: Computer Science (with a Business minor) or Economics (with an Econometrics focus).
• BI Platforms: Tableau Desktop Specialist or Microsoft Power BI Data Analyst Associate (PL-300).
• CRM Administration: Salesforce Certified Administrator or HubSpot Sales Software Certification.
• Data Languages: Certification in SQL or Python for Data Analysis.
• 3–5 Years in Sales Operations, Revenue Ops, or Business Intelligence.
• Strategic Layer: Experience presenting data-driven "stories"
  
  

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