Sales Analyst - Intermediate

Reposted An Hour Ago
Be an Early Applicant
Cartago, El Guarco, El Tejar, Sabana, CRI
In-Office
Junior
Fintech • Consulting
The Role
Analyze sales performance, trends, and territories; build tracking tools and dashboards; generate forecasts and ad hoc reports; support sales operations, quota tracking, and presentations for leadership.
Summary Generated by Built In

The Sales Analyst will review data and performance metrics and coordinate with Sales Team to meet program goals and accelerate success.

What you will do

  • Review portfolio statistical performance and behavior trending. Analyze data for sales trends and product analysis. 
  • Implement tracking tools to obtain demographics data and customer buying patterns.
  • Analyze sales territory, do cost and performance analysis of existing customers vs new customer acquisition.
  • Generate reports for forecast and collaborate forecast into weekly-monthly reports. 
  • Provide analysis to support sales operations and help prepare for monthly/quarterly/INTL readouts. 
  • Provide input on segmentation process in support of business planning, including analysis. 
  • Collect, analyze, evaluate and report data in order to increase sales productivity. 
  • Collect sales records and trends and evaluate performance measured against sales quotas. 
  • Analyze sales performance records, interpret results of overall sales. 
  • Generate ad hoc reporting for sales, finance, delivery and product operations.
  • Support activities that include creating presentations for SLT meetings, assisting in the tracking and coordination of data between sales managers, field sales and external departments, tracking of new logos, quota tracking, etc.

What experience you need

  • Bachelor’s degree in a related field (e.g., Data Analytics, Business, Computer Science, or Finance).
  • 2+ years of experience querying data with SQL and building reports/dashboards in visualization tools like Tableau, Power BI, or Looker Studio.
  • Direct experience with business forecasting processes and predictive modeling.
  • 2+ years of hands-on experience utilizing Salesforce to track and analyze data.
  • Advanced proficiency in Google Workspace and Microsoft Office Suite (with an emphasis on complex data manipulation in Sheets and Excel), alongside experience leveraging AI tools to optimize workflows.
  • Professional working proficiency in English (B2 level or higher).

What could set you apart

  • Analytical thinking.
  • Excellent communication skills.
  • Strong grammatical, written, and verbal skills with the confidence to present solutions to internal teams.
  • Knowledge of basic statistical analysis
  • Experience using Salesforce inspector.
  • Ability to communicate effectively and clearly with stakeholders.

Primary Location:

CRI-Sabana

Function:

Function - Sales Support

Schedule:

Full time

Skills Required

  • Bachelor's degree in Data Analytics, Business, Computer Science, Finance, or related field
  • 2+ years querying data with SQL and building reports/dashboards (Tableau, Power BI, or Looker Studio)
  • Direct experience with business forecasting processes and predictive modeling
  • 2+ years hands-on experience utilizing Salesforce to track and analyze data
  • Advanced proficiency in Google Workspace and Microsoft Office Suite, especially Google Sheets and Microsoft Excel for complex data manipulation
  • Professional working proficiency in English (B2 level or higher)
  • Analytical thinking
  • Excellent communication skills, strong written and verbal abilities, confidence presenting to internal teams
  • Knowledge of basic statistical analysis
  • Experience using Salesforce Inspector
  • Ability to communicate effectively and clearly with stakeholders

Equifax Inc. Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Equifax Inc. and has not been reviewed or approved by Equifax Inc..

  • Retirement Support Savings programs include a 401(k) with company matching and, in some contexts, profit-sharing or pension components. These are described as solid parts of the total package.
  • Parental & Family Support Programs include paid parental leave for birth and non-birthing parents and adoption assistance. Company materials highlight these benefits as part of a family-supportive offering.
  • Flexible Benefits Multiple medical plan choices, dental and vision options, FSAs/HSAs, and voluntary supplemental coverages enable customization. The company publishes plan summaries and SPDs to help compare cost and coverage by location and tier.

Equifax Inc. Insights

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The Company
HQ: Atlanta, GA
16,742 Employees

What We Do

At Equifax (NYSE: EFX), we believe knowledge drives progress. As a global data, analytics, and technology company, we play an essential role in the global economy by helping financial institutions, companies, employers, and government agencies make critical decisions with greater confidence. Our unique blend of differentiated data, analytics, and cloud technology drives insights to power decisions to move people forward. Headquartered in Atlanta and supported by nearly 15,000 employees worldwide, Equifax operates or has investments in 24 countries in North America, Central and South America, Europe, and the Asia Pacific region. For more information, visit Equifax.com.

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