Analyst (40863)

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92660, Newport Beach, CA, USA
In-Office
100K-115K Annually
Junior
Agency • Marketing Tech • Professional Services • Sales
The Role
Partner with sales leadership to analyze sales and financial performance, maintain Tableau and Excel dashboards, support forecasting and incentive analysis, validate data sources, produce reports and presentations, and deliver actionable insights to drive growth and profitability.
Summary Generated by Built In

The Analyst serves as a strategic analytics partner to Sales leadership and cross-functional teams by translating performance data into clear, actionable insights that support growth, profitability, and market performance.

This role is ideal for an early-career professional with strong analytical curiosity and a desire to develop business acumen. You’ll work closely with senior team members to build analyses, support decision-making, and communicate insights that influence key initiatives.

You’ll be part of the Analytics Department (“The A Team”) - a highly visible, business-facing group that partners with leadership on high-impact decisions and offers strong opportunities for learning and career progression.


The Basics:

  • Location: HQ office in Newport Beach, CA
  • Hybrid: 2 days on site
  • Compensation: $100,000-$110,000/year, commensurate with experience
    • In accordance with applicable law, the compensation range listed above reflects our good faith estimate of the expected salary for this role at the time of posting. Final compensation will be determined based on a variety of non-discriminatory factors, including a candidate’s qualifications, skills, and experience.
  • Travel: Up to 5%

What You'll Do:

  • Analyze sales and financial performance to identify trends and opportunities for improvement
  • Partner with field and sales reps to clarify KPIs, commissions, and profitability metrics
  • Prepare and maintain dashboards, reports, and performance summaries for both internal and field audiences
  • Support financial modeling, forecasting, and incentive structure analysis
  • Gather, validate, and organize data from multiple sources to ensure reporting accuracy and consistency
  • Maintain Tableau and Excel dashboards that track key business and field metrics
  • Contribute to ad hoc analyses, special projects, and continuous improvement initiatives across Analytics and Finance
  • Assist in preparing insights and materials for leadership and field presentations
  • Additional responsibilities may be assigned as needed to support team and organizational priorities  

What You'll Bring:

  • 2–3 years of experience in sales analytics, FP&A, or a related field
  • Proficiency in Microsoft Excel (e.g., pivot tables, lookups, data manipulation)
  • Experience with Tableau or similar visualization tools (basic calculated fields; LOD experience is a plus)
  • Strong analytical and problem-solving skills with attention to detail
  • Foundational knowledge of financial modeling, forecasting, or business analysis
  • Ability to communicate insights clearly to varying audiences
  • Experience working with large datasets and ensuring data integrity
  • Strong organizational skills and ability to manage competing priorities
  • Eagerness to learn, ask questions, and grow in a fast-changing environment
  • Bachelor’s degree in Finance, Economics, Business, or a related field

Smart Circle International is a leading broker of outsourced sales and customer acquisition services. We help clients and independently owned and operated sales companies grow together through versatile in-person marketing and sales campaigns inside retailers, businesses and through door-to-door canvassing. We have corporate offices in Newport Beach and Toronto.   


Why You’ll Love It Here: 

Smart Circle is committed to cultivating an environment that sparks curiosity, encourages bold thinking, and supports continuous development. We believe people thrive when they’re in roles that align with their strengths and ambitions, so we make space for individuals to stretch and explore new possibilities. Your next move matters so if you're looking for a place where ambition is celebrated and growth is tangible, Smart Circle may be the place for you! 


Total Rewards:

Full-time positions qualify for a benefits package that includes vacation, sick leave, paid holidays, medical (with an HSA plan option), dental, vision and company paid Basic Life insurance, opportunity to enroll in Voluntary Life plans, Employee Assistance Program, 401K with employer match, employee referral program, home office stipend and opportunities for team building, growth, and development. Team members have on-demand access to an LMS with a variety of courses to further their professional and personal development.  


Equal Opportunity Employer: 

We believe in equal opportunity. Each team member is recruited, employed, evaluated, and considered for promotion without regard to race, color, national origin, age, sex, disability status, or any other protected characteristic under state or federal law. We will not tolerate discrimination or harassment based on any protected characteristic and expect all team members to treat others with dignity and respect. 


DISCLOSURE TO JOB APPLICANTS PURSUANT TO THE CALIFORNIA CONSUMER PRIVACY ACT  

As part of your job application and our evaluation of your candidacy, we collect, receive, maintain, and use your personal information, which as used herein, means information that identifies, relates to, describes, is reasonably capable of being associated with, or could reasonably be linked, directly or indirectly, with you or your household. The following is the personal information we may collect as part of the application process:  

  • Personal contact details, such as name, title, address, telephone number, and email address; and  
  • Application information, such as your qualifications, skills, education, references, and other information that may be in your resume, cover letter, and materials you provide to us when applying for employment.  

We collect your personal information to evaluate your job application and candidacy for employment, to check your eligibility to work in the country in which you have applied, for background checks, and to comply with employment and other laws. If you become employed by us, we will notify you of additional categories of personal information that we collect, receive, and maintain for business purposes.

Skills Required

  • 2-3 years of experience in sales analytics, FP&A, or a related field
  • Proficiency in Microsoft Excel (pivot tables, lookups, data manipulation)
  • Experience with Tableau or similar visualization tools
  • Familiarity with Tableau calculated fields; LOD experience
  • Foundational knowledge of financial modeling, forecasting, or business analysis
  • Experience working with large datasets and ensuring data integrity
  • Strong analytical and problem-solving skills with attention to detail
  • Ability to communicate insights clearly to varying audiences
  • Strong organizational skills and ability to manage competing priorities
  • Bachelor's degree in Finance, Economics, Business, or a related field
  • Eagerness to learn and ability to work in a fast-changing environment

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The Company

What We Do

Smart Circle International is a leader in face-to-face marketing and outsourced sales. They act as a broker, connecting Fortune 500 companies, nationally recognized brands, and local businesses with a nationwide network of independent sales companies. Their model focuses on designing customized, in-person sales and marketing campaigns to help clients achieve customer acquisition and business growth goals through a localized, professional sales force.

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