Job Summary:
The Sales Analyst will play a critical role in analyzing sales data, identifying trends, and providing insights to support sales strategies and drive business growth. This position will be responsible for conducting sales performance analysis, forecasting, and reporting on key sales metrics. The Sales Analyst will collaborate with cross-functional teams to develop sales targets, track performance against goals, and make recommendations for sales process improvement. The ideal candidate will have strong analytical skills, attention to detail, and the ability to translate data into actionable insights.
Responsibilities:
Collaborate with the sales organization to plan and implement projects that support sales goals and initiatives.
Analyze sales data and generate reports to identify trends, provide actionable insights to support sales strategies, and to accurately forecast and track sales performance.
Conduct market and prospect analysis to enable targeted sales efforts and accelerate sales.
Support quota setting, territory management and account assignments.
Ensure data completeness and accuracy in the CRM and other systems.
Conduct regular sales data analysis to identify opportunities for process improvement, efficiency, and effectiveness within the sales organization.
Collaborate with cross-functional teams, including marketing, finance, and operations, to ensure alignment of sales efforts with overall business objective.
Required Skills:
Ability to analyze sales data, market trends, and customer behavior to identify patterns and insights.
Strong data modeling and analysis skills.
Ability to plan and implement projects that support sales goals and initiatives.
Strong computer skills, including proficiency in Microsoft Office.
Excellent attention to detail and strong documentation skills.
Outstanding verbal and written communication skills.
Strong organizational and interpersonal skills.
Exceptional problem-solving abilities.
Education and Experience:
Bachelor’s/master’s degree in marketing, finance, and operations or related field.
1+ years of relevant experience.
What We Do
CWAN was founded on a simple belief: investment professionals deserve modern technology that actually works for them. Not legacy systems that slow them down. Not fragmented data that creates confusion. But one comprehensive platform that gives you complete visibility and crystal-clear insights.
The result? Investment management that works as seamlessly as your investment strategy.
Since our founding in 2004, CWAN has been the trusted technology partner powering the world’s leading institutional investors — from insurance companies, asset managers, and hedge funds to asset owners like corporations, endowments, and pension funds managing over $10 trillion in assets.
Why Work With Us
We continue to grow, fueled by a strong foundation, an ambitious vision, and a commitment to delivering exceptional value to our clients, partners, and team members around the world.
What started as a bold idea in Boise, Idaho has rapidly transformed into a global presence. We’ve expanded our footprint significantly—now operating out of 24 offices
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Clearwater Analytics (CWAN) Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.


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