Sales Data Analyst

Summary

As a Sales Data Analyst, you will support our sales team's effectiveness by creating insightful dashboards and reports using BI tools, CRM, and other reporting software. You will perform ad-hoc analyses and summarize data into presentations with clear visuals and commentary. This role requires interdepartmental collaboration, a high level of attention to detail, and interaction with internal stakeholders to ensure data-driven decision-making.

What You’ll Do

• Develop and maintain dashboards and reports using BI tools (e.g., Tableau, Power BI, Quicksight) to provide actionable insights for the sales team and leadership

• Perform ad-hoc analyses using Excel and other data analysis tools to support various sales initiatives and answer key business questions

• Summarize data effectively into presentations, incorporating insightful visuals and commentary to communicate findings clearly

• Assist in tracking and reporting on global sales KPIs, ensuring data accuracy and consistency across regions

• Identify and implement process improvements to enhance data collection, analysis, and reporting efficiency

• Build productive internal relationships with team members and stakeholders across different departments, often interacting with sales and other operational leadership

• Ensure the integrity and accuracy of sales data by conducting regular data quality checks and validation

• Contribute to the creation and implementation of standardized reports, ensuring consistency and reliability in data presentation

• Enable data-driven decision-making by providing insights that inform sales strategies and performance

What You’ll Need

Minimum Qualifications

• Undergraduate degree and a minimum of 2 years of related experience preferably within sales analytics

• Proficiency in using data visualization tools such as Tableau, Power BI, or Quicksight

• A strong knowledge of SQL as well as advanced Excel skills

• Experience or exposure to modern data stack tools like dbt (Data Build Tool) or cloud data warehouses (e.g., Snowflake, BigQuery, Databricks).

Preferred Qualifications

• Proven ability to create and present insightful visuals and commentary in presentations to senior leadership and other stakeholders

• Experience in the technology or SaaS industry.

• Strong analytical skills with the ability to translate data into actionable insights

• Excellent communication skills, capable of presenting complex data clearly and concisely

• Ability to work independently, prioritize work, and manage tasks based on clearly defined objectives

• Experience building productive internal working relationships across similar areas

Travel Requirements & Working Conditions

• Willingness to travel up to 10% 

• Reliable internet access for any period of time working remotely, as we embrace flexible work arrangements

How You’ll Be Rewarded

✅ A discretionary bonus typically paid annually

✅ Restricted Stock Units granted at time of hire

✅ 401(k) match and comprehensive employee benefits package

The salary range represents the low and high end of the salary range for this job in the US. Minimums and maximums may vary based on location. The actual salary offer will carefully consider a wide range of factors, including your skills, qualifications, experience and other relevant factors.

Why Join Workiva

Workiva is the platform designed to bring confidence, control, and a competitive edge to the world’s most complex organizations. Our AI-powered platform unifies finance, risk, and sustainability on a single, secure foundation—ensuring data is trusted, traceable, and ready to act on. With an unbroken path from source to output, leaders gain confidence in their numbers, visibility into current and emerging risks, and the ability to move with speed and precision in a constantly changing world.

At Workiva, you’ll bring technology to market that executives, boards, and regulators depend on. The work you do here helps organizations navigate uncertainty, maintain trust, and make decisions that stand up to scrutiny. If you’re energized by meaningful challenges, inspired by collaborative teams, and motivated to help organizations turn uncertainty into advantage, we’d love to meet you.

Employment decisions are made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other protected characteristic.

Workiva is committed to working with and providing reasonable accommodations to applicants with disabilities. To request assistance with the application process, please email talentacquisition@workiva.com.
 

Workiva employees are required to undergo comprehensive security and privacy training tailored to their roles, ensuring adherence to company policies and regulatory standards.

Workiva supports employees in working where they work best - either from an office or remotely from any location within their country of employment.