Tableau & Alteryx Sales Planning and Reporting Analyst (Must reside in Colombia, Mexico, Philippines, UK or USA)

Company Description

When you join Turnitin, you'll be welcomed into a company that is a recognized innovator in the global education space. For more than 20 years, Turnitin has partnered with educational institutions to promote honesty, consistency, and fairness across all subject areas and assessment types. Over 16,000 academic institutions, publishers, and corporations use our services: Gradescope by Turnitin, iThenticate, Turnitin Feedback Studio, Turnitin Originality, Turnitin Similarity, ExamSoft, Ouriginal and ProctorExam.

Turnitin has offices in Australia, India, Indonesia, Germany, Japan, Korea, Mexico, the Netherlands, the Philippines, Sweden, Ukraine, the United Kingdom, and the United States. Our diverse community of colleagues are all unified by a shared desire to make a difference in education. Come join us, and let's make change together.

Job Description

As a Sales Planning and Reporting Analyst, you will play a pivotal role in driving the success of the sales team by providing data-driven insights, developing sales plans, and generating regular reports to help streamline operations, optimize performance, and achieve sales targets. You will collaborate closely with sales leadership, as well as other cross-functional teams, to ensure that sales strategies align with the overall business goals. You will be responsible for generating reports, creating dashboards, and providing insights that help improve sales performance, streamline processes, and enhance overall efficiency within the sales organization.  This role requires a strong analytical mindset, attention to detail, and the ability to communicate findings effectively to key stakeholders.

The Sales Planning and Reporting Analyst plays a critical role in helping the organization make informed decisions, optimize sales strategies, and ultimately drive revenue growth. This position requires a combination of analytical skills, strategic thinking, and effective communication to succeed in a dynamic sales environment.

Key Responsibilities

1. Sales Planning:
   • Collaborate with leadership and sales teams to develop sales plans and strategies that align with organizational objectives.
   • Assist in coordination of annual budget process & ongoing forecasting reviews.
   • Analyze and recommend adjustments in account segmentation to drive alignment across regions/territories.
2. Sales Data Analysis:
   • Analyze sales performance metrics, such as historical sales data, market trends, quotas, conversion rates, and sales pipeline data to identify opportunities and challenges. 
   • Generate actionable insights to improve sales strategies and tactics.
   • Collect and consolidate sales data from various sources, including CRM systems, databases, and spreadsheets.
3. Sales Forecasting:
   • Work with sales leaders to set achievable sales targets and quotas.
   • Collaborate with sales teams to develop accurate sales forecasts, considering historical data, in-year performance, market trends, and other relevant factors.
   • Monitor forecast accuracy and make adjustments as needed to ensure alignment with sales goals. 
4. Reporting and Dashboards:
   • Define and track key performance indicators (KPIs) to evaluate sales team performance and identify areas for improvement.
   • Create and maintain reports and dashboards using reporting tools like Tableau, Alteryx.
   • Develop automated reporting processes to ensure timely and accurate delivery of sales reports to stakeholders.
   • Provide actionable insights based on data analysis to help sales managers make informed decisions.
5. Performance Tracking:
   • Provide regular reports and updates on KPIs to management and sales teams.
   • Communicate insights and performance updates to sales leadership and other relevant stakeholders through clear and concise reports and presentations.
   • Provide feedback and recommendations to improve sales team performance.
6. Market Research and Competitive Analysis:
   • Stay up-to-date with total addressable market, industry trends, competitor activities, and market dynamics.
   • Conduct competitive analysis to identify opportunities and threats in the market.
   • Use market insights to make proactive recommendations for sales strategies and tactics.
7. Collaboration and Communication:
   • Work closely with cross-functional teams, including marketing, finance, and product operations, to ensure alignment of sales strategies.
   • Provide regional pricing support.
   • Work with Finance and the Sales teams to provide assistance with sales incentive and commissions compensation administration on an as-needed basis.