Associate, Sales Strategy
Sales Strategy Associate supporting go-to-market efforts through reporting, financial analysis, Salesforce/Tableau dashboards, and commission/quota planning. Hybrid role based in New York City HQ.
About the job
What Will You Be Doing?
- Own and deliver ongoing regular reporting and analysis for executive leadership, focused on high-impact strategic initiatives.
- Perform ROI analysis across teams, platforms, tools, products, and features to guide organizational priorities and investments.
- Partner with FP&A to manage commission structures, quotas, and related financial workflows.
- Analyze the sales cycle using data-driven insights to recommend process improvements and efficiency gains.
- Develop visual analytics (e.g., heat maps) to evaluate the current book of business versus total addressable market and identify areas for growth.
- Create and maintain scalable dashboards and reporting tools in platforms like Salesforce, Tableau, and/or Sigma.
- Draft strategic planning documentation to highlight key analysis including strategic memos, presentation decks, etc.
Requirements
The Necessities
- Advanced Excel skills, with the ability to work with large datasets and build dynamic models.
- Experience building reporting within and extracting data from Salesforce.
- Proficiency in Tableau and/or Sigma (preferred).
- Background in consulting and/or financial services strategy (highly preferred).
Skills
Excel, Salesforce, Tableau, Sigma, ROI Analysis, Financial Modeling, Data Analysis, Dashboard Development, Strategic Planning
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