Sales Insight Analyst (Monterrey)

This role is office‑based in Mexico. The role requires professional fluency in English (spoken and written). We’re seeking a Sales Insights Analyst who embodies our beliefs and standards, and who is passionate about leveraging data and systems to drive business results. You will work cross‑functionally, support our sales organization, and ensure we have the insights needed to make data‑driven decisions. Your ability to communicate effectively, analyze data, and collaborate across departments will be key to your success.

Key Responsibilities

• Analyze sales performance metrics, customer trends, pipeline dynamics, and win/loss data.
• Develop and maintain dashboards, scorecards, and standardized reporting tools that provide visibility into key sales KPIs.
• Conduct ad hoc analyses to support strategic sales initiatives, new product launches, territory planning, and business decisions.
• Support sales forecasting efforts by evaluating historical trends, current pipeline activity, and external market conditions.
• Provide insights that inform quota setting, territory optimization, and compensation design.

Cross‑Functional Collaboration

• Serve as a strategic partner to U.S.-based Sales, Marketing, and Finance teams.
• Translate business questions into analytical frameworks and communicate findings clearly across departments.
• Participate in cross‑functional planning meetings to align sales insights with broader business goals.

Tools & Systems

• Leverage CRM platforms such as Salesforce, BI tools such as Tableau and PowerBI, and data platforms such as SQL and Snowflake to extract and analyze data.
• Use spreadsheet tools, AI‑assisted productivity tools, and lightweight automation platforms to improve reporting efficiency, documentation, troubleshooting, and workflow consistency.
• Ensure data accuracy, integrity, and accessibility for all reporting solutions.
• Follow company data privacy and security guidelines when using AI‑assisted tools, automation, and business data.

Qualifications

• Bachelor’s degree in Business, Economics, Statistics, Data Science, or a related field.
• 2+ years of experience in sales analytics, business intelligence, or a similar data‑focused role.
• Proficiency with data visualization and analysis tools such as Excel, Tableau, PowerBI, and SQL.
• Experience working with CRM systems like Salesforce is strongly preferred.
• Excellent communication skills with fluency in English and the ability to present complex data to non‑technical stakeholders.
• Comfortable working in a fast‑paced, cross‑cultural environment with remote collaboration.
• Experience with spreadsheet‑based automation, formulas, or scripting; Google Apps Script experience is preferred but not required.
• Ability to explain formulas, reporting logic, automation steps, and analytical findings clearly to both technical and non‑technical stakeholders.

Preferred Qualifications

• Experience working in a U.S.-based or multinational organization.
• Understanding of B2B sales processes and metrics.
• Exposure to machine learning or predictive analytics techniques is a plus.
• Experience using AI tools to improve productivity in analytics, reporting, documentation, Excel, or dashboard development.
• Experience improving manual sales operations or reporting workflows through automation or process redesign.

We are an Equal Opportunity Employer, including disability/vets.