Position Overview

We are seeking a Business Analyst to support the Sales team through CRM reporting, dashboard development, sales analytics, and process improvement.

This role will transform sales and customer data into actionable insights that support forecasting, pipeline management, territory and route planning, and leadership decision-making. The successful candidate will have experience with HubSpot or another CRM platform, Power BI, Excel, and the development of sales dashboards and reporting solutions.

Key Responsibilities

- Develop and maintain Power BI dashboards for sales performance, pipeline activity, customer growth, revenue, and operational metrics.
- Create HubSpot reports and dashboards to track sales activity, customer engagement, conversions, and pipeline performance.
- Analyze sales trends, forecasts, territories, customer locations, and route opportunities to identify risks and growth opportunities.
- Work with Sales and Management to establish KPIs, reporting standards, forecasting models, and scalable reporting processes.
- Improve CRM data quality, reporting accuracy, and HubSpot workflows and automation.
- Gather business requirements and translate them into reports, dashboards,



and process improvements.
- Automate recurring Excel reports and manual workflows.
- Present findings and recommendations to Sales, Operations, and Leadership.
- Partner with Sales, Customer Success, Accounting, Operations, and Software Development to define reporting needs and business metrics.

Qualifications

- Experience in business analysis, sales analytics, business intelligence, revenue operations, or a related role.
- Experience with HubSpot or another CRM platform, such as Salesforce or Microsoft Dynamics, is required.
- Solid proficiency in Power BI and Microsoft Excel.
- Experience creating sales dashboards, KPI reports, and forecasting models.
- Knowledge of sales pipelines, customer lifecycle stages, territory planning, and sales route planning.
- Strong analytical, communication, and problem-solving skills.
- Ability to explain data and recommendations clearly to technical and non-technical stakeholders.

Benefits
- Casual dress
- Company events
- Dental care
- Extended health care
- On-site parking
- Paid time off
- Vision care

Work Location: In person

📌 Business Analyst, Sales Analytics and Reporting (Nisku)
🏢 Latium Technologies
📍 Nisku