Ametros · 3 days ago
Sales Analyst
Wilmington, MA
Full-time
Hybrid
Mid, Senior Level
$70K/yr - $83K/yr
5+ years expAmetros is changing the way individuals navigate healthcare by providing them with the tools and support necessary to make educated decisions on how to spend their medical funds. The Sales Analytics and Reporting Analyst will serve as the analytical backbone for sales leadership, providing actionable insights that drive strategy, improve conversion rates, and enhance client engagement and reporting.
Insurance
Responsibilities
Analyze sales data to identify trends, opportunities, and performance gaps across teams, regions, and products
Build and maintain dashboards and reports in Power BI (or other BI tools) to support real-time visibility into KPIs
Monitor sales pipeline health and forecast accuracy in CRM (MS Dynamics, Salesforce, etc.)
Provide ad-hoc analysis and insights to support revenue operations and executive decision-making
Utilize AI tools to develop effective and reliable predictive models
Partner with Sales Leadership and RevOps to define sales targets, quotas, and performance metrics
Support territory design, segmentation, and account assignments based on data-driven insights
Contribute to annual and quarterly sales planning, including headcount modeling and resource allocation
Evaluate the effectiveness of sales strategies, campaigns, and incentive programs
Identify process inefficiencies in lead management, opportunity progression, and reporting workflows
Recommend and implement improvements to sales processes and tools to increase efficiency
Collaborate with Sales Enablement to align training initiatives with data-driven insights
Partner with Finance to align revenue forecasts with financial models and budgets
Collaborate with Marketing to measure lead quality, conversion rates, and campaign ROI
Work with Product teams to provide insights on market trends, customer behavior, and competitive intelligence
Ensure accuracy and integrity of sales data across CRM, BI, and reporting systems
Maintain data governance standards and support compliance reporting as required (e.g., Medicare/insurance industry reporting)
Qualification
Required
H.S. Diploma or General Education Degree (GED) required
5-7 years experience in a similar role required
Experience in sales, revenue, or business data analysis required
Experience with sales forecasting, pipeline analysis, and quota attainment reporting required
Strong proficiency in business intelligence tools (Power BI, Tableau, or equivalent)
Advanced skills in Excel (pivot tables, VLOOKUP, modeling, etc.)
Solid understanding of CRM platforms (MS Dynamics, Salesforce, or similar)
Strong analytical and problem-solving abilities with attention to detail
Ability to translate complex data into clear, actionable insights for non-technical audiences
Strong organizational and project management skills with ability to juggle multiple priorities
Excellent communication and presentation skills, both written and verbal
Ability to collaborate effectively with cross-functional partners (Sales, Finance, Marketing, Product, RevOps)
Familiarity with data governance, reporting standards, and compliance-related reporting
Knowledge of SQL or other data query languages for deeper analysis
Background in process improvement methodologies (Lean Six Sigma, Agile, etc.)
Comfort working in fast-paced, high-growth environments
Strong business acumen with the ability to connect data insights to revenue strategy
Preferred
Bachelor's Degree in Arts/Sciences (BA/BS) preferred
Experience in the insurance, workers' compensation, or healthcare/Medicare compliance industries preferred
Experience supporting territory planning and sales incentive program modeling preferred
Experience creating executive-level dashboards and board-ready reporting packages preferred
Exposure to predictive analytics, AI-driven sales forecasting, or advanced statistical modeling preferred
Benefits
Incentive compensation
Company
Ametros
Ametros, the industry leader in professional administration, transforms how injured individuals manage their healthcare after a settlement.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Porter Leslie
CEO
Michael C.
Co-Founder & Chief Corporate Development Officer
Recent News
2023-12-16
Business Wire
2023-09-06
Company data provided by crunchbase