ANALYTICS AND SALES JOB DESCRIPTION

Review Analytics and Sales job descriptions from various industries to learn what employers look for in responsibilities, tools, and experience.

Analytics and Sales Job Description Template

1. About the Role

Sales analytics, done plainly, is turning transaction records into decisions. What that demands in practice is harder: an Analytics and Sales professional must hold the bid process, the promotional calendar, and the monthly forecast in the same view - and keep each one defensible under scrutiny from account managers, finance leads, and supply chain partners simultaneously. In FMCG and retail distribution, where trade fund compliance and pricing variance documentation carry direct margin consequences, errors in this seat surface quickly in P and L reviews. The role owns the analytical infrastructure that keeps field sales grounded in data rather than instinct.

2. Position Summary

You will own the sales reporting, forecasting, and bid-support functions, serving as the Analytics and Sales professional who converts raw sales and market data into recommendations that shape account-level strategy. The position works across General Management, Field Sales, Finance, and Supply Chain, with scope spanning daily operational reports through annual planning cycles.

3. Why Join Us

Career Impact: Professionals in this seat develop fluency in trade fund accounting, pricing variance documentation, and sell-through analysis - a combination that is directly legible to Sales Directors and Finance VPs in FMCG hiring decisions.

Business Impact: The forecasts and bid submissions this role produces determine which products are priced competitively on customer shelves and whether new item sell-in targets are met on time.

Growth Opportunity: Consistent delivery in this role builds the analytical and cross-functional range needed to step into a Sales Operations Manager or Revenue Analytics lead position within a typical three-to-five year window.

4. Key Responsibilities

  • Develop and maintain sales forecasts using pipeline analysis, booking estimates, and key performance indicators to support weekly and monthly planning.
  • Analyze monthly, quarterly, and annual sales reports to surface patterns, contract compliance gaps, and opportunities for revenue improvement.
  • Support the bid process by gathering sales trend data, P and L metrics, and cross-functional inputs to build a competitive product bid position.
  • Coordinate documentation of pricing variances, deductions, and post-audits in alignment with finance and account management teams.
  • Provide post-promotional analysis to sales leadership identifying performance outcomes and areas where trade investment can be reallocated.
  • Partner with supply chain and demand planning teams to align sales forecasts with inventory and logistics requirements.
  • Build and deliver recurring and ad hoc reports across Sales, Finance, and Marketing departments to support operational decisions.
  • Monitor new item sell-in and merchandising trackers, communicating status to Field Sales and cross-functional partners.

5. Required Qualifications

  • Bachelor's degree in Business, Finance, or a related field, or equivalent work experience.
  • Three or more years of sales analyst experience, with demonstrated work in sales forecasting, promotional analysis, and trade fund reporting.
  • Understanding of margin management and company profitability as applied to account-level P and L review.
  • Ability to analyze data from multiple internal systems and external customer portals and translate findings into actionable recommendations.
  • Strong attention to detail in data entry, pricing variance documentation, and report accuracy.
  • Effective verbal and written communication skills for presenting analysis to sales leadership and cross-functional stakeholders.
  • Ability to manage concurrent priorities across multiple account managers and sales directors in a matrix environment.

6. Preferred Qualifications

  • Experience with syndicated sales data platforms such as IRI or Nielsen, applied to category and brand-level opportunity identification.
  • Familiarity with trade funds systems, including implementation support and compliance monitoring.
  • Knowledge of merchandising principles, retail logistics, and logistical flow within FMCG or CPG distribution channels.
  • Background in broker or sales support environments where bid facilitation and customer-specific reporting were core responsibilities.

7. Success Metrics and Environment

  • Forecast accuracy rate, measured as variance between submitted forecast and actual bookings over a rolling quarter.
  • Bid submission timeliness, tracking the percentage of bids completed within agreed internal deadlines.
  • Pricing variance resolution rate, reflecting how consistently deduction and post-audit documentation is closed within the period.
  • New item sell-in tracker completion, measuring percentage of new SKUs with current status logged and communicated to field teams.
  • Report delivery adherence, tracking on-time completion of daily, monthly, and quarterly recurring reporting obligations.
  • Typical tools: Spreadsheet and data tools (commonly Excel with pivot tables and VBA); CRM platforms (commonly Salesforce CRM)

8. Compensation and Benefits (US Market Benchmark)

  • Base Salary Range: $55,000 to $80,000 per year depending on experience and geography
  • Bonus: Annual performance bonus, typically 5 to 10 percent of base salary
  • Equity: Not standard at this level in most FMCG and retail analytics roles
  • Health Benefits: Medical, dental, and vision coverage standard for full-time roles
  • PTO: 15 to 20 days annually, plus standard federal holidays
  • Common Perks: Remote or hybrid flexibility, mileage or travel reimbursement up to 15 percent travel


Figures are estimates based on general US market benchmarks and may be outdated. Adjust based on location, company size, and seniority level.

9. EEO and Legal

Reasonable accommodations are available to applicants and employees with disabilities throughout the application and employment process - requests may be submitted at any time. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other characteristic protected under applicable federal, state, or local law. Employment in this role is contingent on successful completion of a background check. Candidates must be authorized to work in the United States without sponsorship.

Analytics and Sales Job Description Example

1. Analytics and Sales (Google Cloud Data Analytics)

The Analytics and Sales Specialist owns the end-to-end Data Analytics business strategy for Google Cloud, generating reach plans across enterprise accounts and accelerating Data Analytics consumption for key customers. Working closely with cross-functional teams and engaging directly with C-level executives, the Specialist builds trusted advisor relationships that influence long-term strategic direction and drive agreement cycle acceleration.


Key Responsibilities

  • Generate a plan to ensure broad Data Analytics reach into Google Cloud accounts.
  • Manage Data Analytic workloads in existing Google Cloud accounts and accelerate Data Analytics consumption for key accounts.
  • Build and maintain executive relationships with customers, influence long-term strategic direction, and act as a trusted advisor.
  • Develop business strategies to be successful at accelerating agreement cycles.
  • Partner with cross-functional teams to grow the business with Data Analytics customers and workloads.


Required Qualifications

  • Bachelor's degree or equivalent practical experience.
  • Experience in selling data analytics software or solutions.
  • Experience working with Business Intelligence front-end, Data Analytics Middleware, or back-end Data Warehouse technologies.
  • Knowledge of Cloud Data Analytics stack including Hadoop/Spark Data Lakes, SQL Data Warehouses, Data Streaming, ETL, Data Governance, Business Intelligence, Predictive Analytics, OLAP, Data Science Framework, BigQuery, and Looker.
  • Ability to translate business value to technology at C-level and act as a leader in data analytics topics.
  • Ability to build influential relationships and deliver results in a cross-functional and matrixed environment.
  • Fluency in English and German, both written and verbal.

2. Analytics and Sales (Sales Data and Reporting)

Embedded within the Sales and customer-facing organization, the Analytics and Sales role delivers recurring and ad hoc reports, data mining, and project support to monitor company and customer business performance. Working closely with internal business partners and the customer's data and IT teams, this role identifies root causes of business problems and develops technological solutions to drive critical business actions.


Core Functions

  • Assess sales data for the sales team and examine monthly, quarterly, and annual sales reports to identify sales patterns, areas for improvement, and contract compliance.
  • Evaluate market data including competitors to identify areas where the sales team can increase its efforts.
  • Analyze data to identify root causes and possible solutions to company and customer business issues and to support business project and change needs.
  • Provide guidance on pros and cons of possible solutions, recommend business process changes, and develop metrics.
  • Develop analytics on sales data by customers to help determine opportunities based on top-selling items for a brand or category.
  • Create sales and revenue forecasts using economic conditions, pipeline analysis, booking estimates, and key sales performance indicators.
  • Submit IT Service Requests to automate ad hoc reports, enhance system functionality, and fix system issues.


Qualifications and Experience

  • Bachelor's degree preferred.
  • 3+ years of sales analyst experience with an understanding of sales forecasting, programs, promotions, and related techniques.
  • Understanding of margin and company profitability.
  • Proficiency in Microsoft Office Suite, Salesforce CRM, and other company systems.
  • Strong interpersonal, communication, organizational, and analytical skills.

3. Analytics and Sales (Private Brands Bid Management)

Reporting to the Private Brands cross-functional team leadership, the Analytics and Sales role facilitates the end-to-end bid and auction process that secures and retains business for Treehouse Foods, gathering data across sales, finance, operations, and marketing to build competitive product bid positions. Partnering with General Management, Field Sales, and cross-functional stakeholders, this role drives bid strategy development and maintains new item sell-in and merchandising trackers that support field sales outcomes.


Primary Duties

  • Act as liaison between General Management and Field Sales and drive the bid through the entirety of the process.
  • Analyze assigned business plans to develop and validate specific tactics and assess the efficiency of current processes.
  • Assist and coordinate with investigations and documentation of pricing variances, deductions, and post-audits.
  • Connect Field Sales with cross-functional teams for customer-specific requests and drive sales by communicating and maintaining new item sell-in and merchandising trackers.
  • Keep systems updated to ensure on-hand access to valuable bid information and historical data.
  • Update customer-specific systems for online bidding and manage the customer bid process.
  • Assist with bid planning by gathering current sales trend information, P and L financial metrics, and collaborating cross-functionally to develop a bid strategy.
  • Act as the central point of contact for matters relating to the bid process.


Skills and Qualifications

  • Bachelor's degree in Business, Finance, or related field or equivalent work experience.
  • Minimum 1 year in a broker or sales support role.
  • Strong technical, report running, and analytical abilities.
  • Advanced proficiency in Excel and ability to learn new software systems quickly based on customer need.
  • Strong attention to detail and accuracy of data entry.
  • Strong verbal and written communication skills.
  • Ability to work within a matrix organization with multiple Account Managers and Sales Directors.

4. Analytics and Sales (Sales Planning and Forecasting)

Sitting at the intersection of sales intelligence and cross-functional planning, the Analytics and Sales role interfaces directly with the Sales Organization to deliver ad-hoc analysis, sales reports, and sales planning support that drive revenue and demand alignment. Operating across finance, marketing, supply chain, and external customer teams, this role bridges demand planning and sales requirements to enable informed annual operating plans and accurate ongoing sales forecasts.


Duties

  • Analyze multiple data sources from internal databases and customer portals.
  • Provide post-promotional analysis to sales team and leadership with a focus on identifying what is working and where opportunities may exist.
  • Assess current trends and opportunities to help drive sales.
  • Provide ongoing support of daily, monthly, and quarterly sales reports.
  • Support the implementation and maintenance of a new trade funds system.
  • Provide reporting needs across multiple departments and to external customers and partners.
  • Work closely with marketing and finance during key planning periods to support development of annual operating plans and latest estimates.
  • Support the development and maintenance of an ongoing sales forecast.
  • Partner with the sales team and supply chain to help bridge demand planning and sales requirements.


Experience and Qualifications

  • Bachelor's degree, preferably with a Business Administration concentration.
  • 1 year of experience in data analytics management, with 3 years preferred.
  • Knowledge of sales, sales systems, and project management.
  • Experience with syndicated sales data software such as IRI or Nielsen preferred.
  • Knowledge of merchandising, retail experience, and logistical flow.
  • High level of comfort utilizing Excel, pivot tables, and VBA.
  • Excellent project management and communication skills with ability to work with agility in a fast-moving environment.
  • Ability to develop remote relationships and quickly provide insights across the organization.

5. Analytics and Sales (SaaS Sales Forecasting)

A key member of the Webroot/Carbonite sales and operations team, the Analytics and Sales Contractor advances statistical sales forecast models and bookings forecasts used in the weekly sales forecasting process, while providing high-visibility analytical support that shapes company direction. Collaborating across Account, Business Intelligence, and senior executive teams, this role identifies forecast variances, monitors new product performance, and delivers business modeling recommendations that improve the strategic and financial model of the business.


Accountabilities

  • Develop, manage, and own statistical sales forecast models to be used in the weekly sales forecasting process.
  • Gather, analyze, and validate all data used in preparing executional bookings forecasts.
  • Leverage transactional and other data to identify underlying trends within the business and provide guidance to business leaders.
  • Liaise cross-functionally with teams such as Account and Business Intelligence to drive optimization of data sets and validate the accuracy of sell-through reporting.
  • Review past forecasting performance and identify major forecast variances.
  • Analyze trends and identify opportunities for improving the accuracy of future sales forecasts.
  • Monitor the sales performance of new products and develop a history to guide future launches.


Background and Experience

  • Bachelor's degree in Business, Economics, Finance, or Accounting.
  • 5+ years of sales analysis and forecasting experience, preferably in a high-tech environment.
  • Experience in a SaaS industry is a plus.
  • Superior analytical and modeling skills with advanced Excel proficiency.
  • Hands-on experience with Google Analytics, Tableau, SQL, and Salesforce.com preferred.
  • Strong combination of analytical and communication skills with attention to timelines and execution.
  • Ability to present complex business analysis in a clear and concise message.

Editorial Process and Content Quality

This content is developed by the Lamwork Editorial Team using structured analysis of real-world job data, skill requirements, and hiring patterns.

Research framework by Lam Nguyen, Founder & Editorial Lead.

Reviewed by Thanh Huyen, Managing Editor.

Learn more about our editorial standards.