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Sales Business Analyst
Sales Business Analystfreelance.ca • Calgary, Canada
Sales Business Analyst

Sales Business Analyst

freelance.ca • Calgary, Canada
30+ days ago
Job type
  • Full-time
Job description

Sales Business Analyst

What you will be doing :

  • Build, maintain, and optimize sales dashboards in Power BI and HubSpot to support real-time visibility into KPIs, pipeline health, forecasting, and salesperson performance.
  • Develop advanced Excel models (including Power Query, pivot tables, complex formulas, and data automation workflows).
  • Analyze sales activities, lead quality, deal velocity, win / loss patterns, and revenue trends to identify risks and opportunities.
  • Maintain data integrity across HubSpot and related systems to ensure accurate reporting.
  • Work with Sales Leadership to refine forecasting models, quota structures, and performance metrics.
  • Provide insights that guide territory planning, customer segmentation, and compensation modeling.
  • Support CRM optimization, ensuring efficient processes, clean data, and adoption of HubSpot reporting tools.
  • Partner with Marketing on lead funnel reporting, campaign attribution, and ROI analysis.
  • Align with Finance on revenue projections and financial reporting requirements.
  • Present insights and dashboards to stakeholders at all levels, including executives.
  • Regularly assess reporting gaps and inefficiencies; recommend automation and process enhancements.
  • Establish and document best practices for data management, dashboard governance, and analytics workflows.

What you bring to the table :

  • 3+ years of experience in Sales Analytics, Sales Operations, Business Intelligence, or related analytical roles.
  • Expert-level Excel skills, including advanced formulas, pivot tables, Power Query, and data modeling.
  • Proficiency in Power BI : data transformations, DAX, dashboard design, and report publishing.
  • Strong HubSpot reporting knowledge, including custom reports, dashboards, pipeline analytics, lifecycle reporting, and attribution.
  • Demonstrated ability to interpret sales KPIs and communicate insights to technical and non-technical stakeholders.
  • Strong understanding of CRM systems, lead management processes, and sales funnel metrics.
  • Experience in B2B, technical, or scientific services industries.
  • Familiarity with additional BI / analytics tools (e.g., SQL, Python) is an asset.
  • Background in forecasting, revenue operations, or sales enablement.
  • Excellent problem-solving, communication, and organizational skills.
  • Why Join Us?

    At AGAT Laboratories, we recognize and value our employees by offering a competitive benefits package, including :

  • Comprehensive health, dental, and vision care.
  • Paid vacation and flexible sick time.
  • Employee Assistance Program (EAP).
  • Long-term disability and life insurance.
  • Professional development opportunities.
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    Sales Business Analyst • Calgary, Canada

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