Tableau & Alteryx Sales Planning and Reporting Analyst (Must reside in Colombia, Mexico, Philippines, UK or USA)
- Full-time
Company Description
When you join Turnitin, you'll be welcomed into a company that is a recognized innovator in the global education space. For more than 20 years, Turnitin has partnered with educational institutions to promote honesty, consistency, and fairness across all subject areas and assessment types. Over 16,000 academic institutions, publishers, and corporations use our services: Gradescope by Turnitin, iThenticate, Turnitin Feedback Studio, Turnitin Originality, Turnitin Similarity, ExamSoft, Ouriginal and ProctorExam.
Turnitin has offices in Australia, India, Indonesia, Germany, Japan, Korea, Mexico, the Netherlands, the Philippines, Sweden, Ukraine, the United Kingdom, and the United States. Our diverse community of colleagues are all unified by a shared desire to make a difference in education. Come join us, and let's make change together.
Job Description
As a Sales Planning and Reporting Analyst, you will play a pivotal role in driving the success of the sales team by providing data-driven insights, developing sales plans, and generating regular reports to help streamline operations, optimize performance, and achieve sales targets. You will collaborate closely with sales leadership, as well as other cross-functional teams, to ensure that sales strategies align with the overall business goals. You will be responsible for generating reports, creating dashboards, and providing insights that help improve sales performance, streamline processes, and enhance overall efficiency within the sales organization. This role requires a strong analytical mindset, attention to detail, and the ability to communicate findings effectively to key stakeholders.
The Sales Planning and Reporting Analyst plays a critical role in helping the organization make informed decisions, optimize sales strategies, and ultimately drive revenue growth. This position requires a combination of analytical skills, strategic thinking, and effective communication to succeed in a dynamic sales environment.
Key Responsibilities
- Sales Planning:
- Collaborate with leadership and sales teams to develop sales plans and strategies that align with organizational objectives.
- Assist in coordination of annual budget process & ongoing forecasting reviews.
- Analyze and recommend adjustments in account segmentation to drive alignment across regions/territories.
- Sales Data Analysis:
- Analyze sales performance metrics, such as historical sales data, market trends, quotas, conversion rates, and sales pipeline data to identify opportunities and challenges.
- Generate actionable insights to improve sales strategies and tactics.
- Collect and consolidate sales data from various sources, including CRM systems, databases, and spreadsheets.
- Sales Forecasting:
- Work with sales leaders to set achievable sales targets and quotas.
- Collaborate with sales teams to develop accurate sales forecasts, considering historical data, in-year performance, market trends, and other relevant factors.
- Monitor forecast accuracy and make adjustments as needed to ensure alignment with sales goals.
- Reporting and Dashboards:
- Define and track key performance indicators (KPIs) to evaluate sales team performance and identify areas for improvement.
- Create and maintain reports and dashboards using reporting tools like Tableau, Alteryx.
- Develop automated reporting processes to ensure timely and accurate delivery of sales reports to stakeholders.
- Provide actionable insights based on data analysis to help sales managers make informed decisions.
- Performance Tracking:
- Provide regular reports and updates on KPIs to management and sales teams.
- Communicate insights and performance updates to sales leadership and other relevant stakeholders through clear and concise reports and presentations.
- Provide feedback and recommendations to improve sales team performance.
- Market Research and Competitive Analysis:
- Stay up-to-date with total addressable market, industry trends, competitor activities, and market dynamics.
- Conduct competitive analysis to identify opportunities and threats in the market.
- Use market insights to make proactive recommendations for sales strategies and tactics.
- Collaboration and Communication:
- Work closely with cross-functional teams, including marketing, finance, and product operations, to ensure alignment of sales strategies.
- Provide regional pricing support.
- Work with Finance and the Sales teams to provide assistance with sales incentive and commissions compensation administration on an as-needed basis.
- Data Management:
- Define data-sourcing strategy and manage the integration processes of sales data from various sources, including CRM systems, spreadsheets, and databases.
- Conduct regular data audits to critically evaluate information gathered from multiple sources, reconcile conflicts to ensure data accuracy and integrity.
- Troubleshoot and resolve data-related issues as they arise.
- Ad Hoc Analysis:
- Conduct ad hoc analyses as requested by the sales leadership team.
- Provide support to the sales team by answering data-related inquiries and offering training as necessary.
- Process Improvement:
- Identify process inefficiencies in sales processes and recommend improvements to increase productivity and effectiveness.
- Work with cross-functional teams to implement process enhancements and monitor their impact.
- Support the operational implementation of acquisitions into standard processes, driving for process optimization continuously.
Qualifications
- Bachelor's degree in business, finance, or a related field.
- 5+ years experience in sales analytics, planning, or related roles.
- 5+ years Proficiency in data analysis tools and software (e.g., Tableau, Alteryx, Excel, SQL, data visualization tools).
- Strong analytical and problem-solving skills with a keen attention to detail and an ability to work independently and as part of a team.
- Knowledge of sales processes, CRM systems (SFDC strongly preferred), and sales methodologies and best practices.
- Excellent communication and presentation skills to convey complex data findings in a clear and understandable manner.
- Ability to work with complex data sets to create impactful reports for data driven conversations and decision making
- Ability to work independently and collaborate effectively with cross-functional teams.
- A high degree of adaptability to changing business needs and priorities.
Additional Information
Total Rewards @ Turnitin
Turnitin maintains a Total Rewards package that is competitive within the local job market. People tend to think about their Total Rewards monetarily — solely as regular pay plus bonus or commission. This is what they earn in exchange for what they do. However, Turnitin delivers more than just these components. Beyond the intrinsic rewards of making a difference in the lives of educators, administrators, learners and researchers around the world, and thriving in an organization that is free of politics and full of humble, inclusive and collaborative teammates, the extrinsic rewards at Turnitin include generous time off and health and wellness programs that offer choice and flexibility and provide a safety net for the challenges that life presents from time to time. In our Remote-First approach to collaborating, you are also able to work the way that best fits your style and situation - whether that be remote, in one of our offices/rented spaces, or hybrid.
Our Mission is to ensure the integrity of global education and meaningfully improve learning outcomes.
Our Values underpin everything we do.
- Customer Centric - We realize our mission to ensure integrity and improve learning outcomes by putting educators and learners at the center of everything we do.
- Passion for Learning - We seek out teammates that are constantly learning and growing and build a workplace which enables them to do so.
- Integrity - We believe integrity is the heartbeat of Turnitin. It shapes our products, the way we treat each other, and how we work with our customers and vendors.
- Action & Ownership - We have a bias toward action and empower teammates to make decisions.
- One Team - We strive to break down silos, collaborate effectively, and celebrate each other’s successes.
- Global Mindset - We respect local cultures and embrace diversity. We think globally and act locally to maximize our impact on education.
Global Benefits
- Flexible/hybrid working
- Remote First Culture
- Health Care Coverage*
- Tuition Reimbursement*
- Competitive Paid Time Off
- 4 Self-Care Days per year
- National Holidays*
- 2 Founder Days + Juneteenth Observed
- Paid Volunteer Time*
- Charitable contribution match*
- Monthly Wellness Reimbursement/Home Office Equipment*
- Access to Modern Health (mental health platform)
- Parental Leave*
- Retirement Plan with match/contribution*
* varies by country
Seeing Beyond the Job Ad
At Turnitin, we recognize it’s unrealistic for candidates to fulfill 100% of the criteria in a job ad. We encourage you to apply if you meet the majority of the requirements because we know that skills evolve over time. If you’re willing to learn and evolve alongside us, join our team!
Turnitin, LLC is committed to the policy that all persons have equal access to its programs, facilities and employment. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.