Role Description
The Sales Analyst supports the commercial organization by managing sales processes, analyzing data, and ensuring operational excellence across the sales lifecycle. This role plays a critical part in enabling revenue growth through accurate execution, process efficiency, and actionable insights. This position is highly detail-oriented and requires strong analytical skills, systems expertise, and cross-functional coordination.
Job Responsibilities
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Sales Process Execution
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Manage and administer the end-to-end sales process, including:
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Prospect intake and system setup
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Opportunity tracking
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Client onboarding coordination
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Monitor deal progression and ensure timely movement through each stage.
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Identify stalled opportunities and proactively follow up to maintain pipeline momentum.
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Pricing & Financial Support
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Perform pricing analysis and calculations based on predefined models and data inputs.
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Prepare and validate quotes and pricing structures.
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Ensure accurate entry of sales data into financial systems.
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Support revenue tracking, reporting, and reconciliation activities.
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Coordinate with Finance on:
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Billing issues
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Payment tracking
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Revenue recognition requirements
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Data Analysis & Reporting
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Develop and maintain reports, dashboards, and sales trackers.
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Analyze large datasets using tools such as Excel and business intelligence platforms.
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Provide insights on:
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Pipeline performance
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Sales trends
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Client activity
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Ensure data accuracy and integrity across all systems.
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Systems & Tools Management
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Maintain and optimize usage of CRM and commercial platforms.
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Troubleshoot system issues and coordinate with technical teams for resolution.
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Ensure all records are complete, accurate, and up to date.
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Identify opportunities to improve workflow automation and system efficiency.
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Client & Internal Coordination
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Serve as a primary operational contact for client inquiries and internal requests.
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Coordinate across Sales, Finance, Product, and Client Service teams to:
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Resolve issues
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Confirm deliverables
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Align timelines
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Support communication related to:
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Onboarding
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Renewals
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Incremental purchases
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Post-Sales Support
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Track and manage post-sale activities, including:
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Client setup and activation
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Changes in scope or services
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Ensure all requirements are met for successful delivery and billing.
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Assist in preparing client and leadership reporting.
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Process Improvement
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Identify gaps in workflows and recommend process improvements.
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Support implementation of enhancements in collaboration with cross-functional teams.
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Help standardize sales processes and best practices.
Qualifications
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Bachelorβs degree required.
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3+ years of experience in sales operations, analytics, or commercial support roles.
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Strong proficiency in Excel (e.g., pivot tables, formulas, data analysis).
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Experience with CRM systems and reporting tools.
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Familiarity with data-driven products or industries preferred.
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Native-level or business-professional fluency in both English and Spanish is required.
Requirements
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Stay Curious: Being hungry to learn and grow, always asking the big questions.
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Seek Clarity: Embracing complexity to create clarity and inspire action.
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Own the Outcome: Being accountable for decisions and taking ownership of our choices.
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Center on the Client: Relentlessly adding value for our customers.
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Be a Challenger: Never complacent, always striving for continuous improvement.
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Champion Inclusivity: Fostering trust in relationships engaging with empathy, respect, and integrity.
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Commit to each other: Contributing to making Circana a great place to work for everyone.
Location
This position can be located in the following area(s): Mexico - Remote.