Job Summary:
BlueTeam is a US-based provider of national disaster recovery and related services for commercial properties. The Sales Intelligence Analyst transforms raw sales data into meaningful insights that drive strategic decision-making and revenue growth, while collaborating closely with Sales and Marketing teams to identify trends and optimize processes across the sales funnel.
Responsibilities:
• Analyze sales performance metrics including pipeline health, conversion rates, bookings trends, and quota attainment.
• Evaluate sales activities and effectiveness to identify growth opportunities and operational improvements.
• Conduct win/loss, segmentation, and territory‑level analyses to support strategic decision‑making.
• Build and maintain dashboards and reports using tools such as Excel, Power BI, Tableau, or Looker.
• Develop accurate forecasts and predictive insights using statistical models and AI‑driven tools.
• Create and automate recurring reports for Sales Leadership, Finance, and RevOps.
• Ensure accuracy, consistency, and cleanliness of data across CRM and sales systems.
• Partner with Sales Operations to maintain high‑quality data inputs and audit workflows.
• Support data governance, validation, and ongoing system improvements.
• Apply AI tools (e.g., Claude, ChatGPT, Copilot, Gemini, CRM intelligence, forecasting models) with expert proficiency to build sophisticated Excel models, assemble polished sales presentations, conduct deep research on prospective clients and target accounts, streamline reporting, identify patterns, and surface insights.
• Build automated workflows that reduce manual work and improve reporting efficiency.
• Continuously explore, test, and champion new AI and analytics technologies that can give the sales team a competitive edge in prospecting, pipeline management, and client intelligence.
• Work closely with Sales, Marketing, RevOps, and Finance to understand data needs and deliver insights.
• Present findings in clear, compelling ways to both technical and non‑technical audiences.
• Support strategic initiatives such as territory planning, pricing analysis, and go‑to‑market evaluation.
Qualifications:
Required:
• 3 years of experience in analytics, data analytics, business intelligence, or a related quantitative field.
• Strong analytical and problem-solving skills with experience interpreting large datasets.
• Expert proficiency in Excel, including advanced formulas, pivot tables, dynamic financial and operational models, and AI-assisted model development.
• Proficiency in CRM platforms, with hands-on experience across multiple systems; ability to navigate, maintain data integrity, and extract insights across different systems environments.
• Proficiency in Power BI, including dashboard design, DAX formulas, and data modeling.
• Expert proficiency with AI tools (e.g., Claude, ChatGPT, Copilot, Gemini, or comparable platforms) applied to real business tasks: building Excel models, creating presentations, researching clients and market intelligence, and accelerating analytical workflows.
• Excellent communication skills with the ability to translate data into clear insights.
Preferred:
• SQL or other data querying experience.
• Background in revenue operations, finance, or business analytics.
• Experience building automated dashboards and reporting systems.
• Demonstrated ability to use AI for prospect and client research, including synthesizing information from multiple sources into actionable sales intelligence and executive-ready presentations.
Company:
BlueTeam is a construction company that provides water and fire damage restoration services for commercial clients. Founded in 2008, the company is headquartered in Boca Raton, USA, with a team of 51-200 employees. The company is currently Growth Stage.