Smart IMS Inc.
Website:
smartims.com
Job details:
Senior Data Analyst
Key ResponsibilitiesGTM & Pipeline Analytics
- Build and maintain pipeline, funnel, and conversion-rate reports using CRM data such as Salesforce, HubSpot, or equivalent platforms.
- Analyze sales and revenue data to identify conversion trends, performance gaps, and opportunities for improvement.
- Provide data-driven insights to support GTM strategy and business decisions in collaboration with Sales, RevOps, and Finance teams.
- Track key metrics including pipeline growth, stage-wise conversion, win rates, and forecast accuracy.
Data Management & Reporting
- Collect, organize, and maintain datasets from multiple sources, including CRM, billing, and product usage systems.
- Ensure data accuracy, completeness, consistency, and reliability across reporting platforms.
- Prepare recurring and ad-hoc reports highlighting business performance, trends, and actionable insights.
- Perform data validation and reconciliation to ensure the accuracy of business reporting.
Dashboard Development
- Design and develop interactive dashboards and reports using Power BI and advanced Excel.
- Customize dashboards based on stakeholder and departmental requirements.
- Maintain and update dashboards to ensure data accuracy and timely reporting.
Process Optimization & Automation
- Identify opportunities to improve data collection, reporting, and analysis processes.
- Automate recurring reporting and analytical workflows to improve efficiency and reduce manual effort.
- Explore AI-assisted tools and automation techniques to enhance reporting accuracy and productivity.
Must-Have
- 2–3 years of experience in Data Analytics, Revenue Operations, GTM Analytics, Business Analysis, or a related analytical role, preferably in a SaaS or B2B technology environment.
- Strong analytical and business reasoning skills with the ability to interpret sales funnels, conversion metrics, and business performance data.
- Hands-on experience working with CRM platforms such as Salesforce, HubSpot, or equivalent systems.
- Good proficiency in SQL and Power BI for data analysis, reporting, and visualization.
- Strong knowledge of Excel, including XLOOKUP/VLOOKUP, Pivot Tables, formulas, data analysis, and basic modeling.
- Ability to work closely with Sales, RevOps, Finance, and other stakeholders to understand requirements and communicate data-driven insights.
- Strong attention to detail with the ability to validate and interpret data independently.
Nice-to-Have
- Exposure to GTM and intent-data platforms such as 6sense, ZoomInfo, HubSpot, RingLead, or similar tools.
- Familiarity with BigQuery, Looker, Tableau, or Python.
- Experience working with SaaS, HR-tech, payroll, or B2B technology data.
- Exposure to reporting automation and AI-assisted analytics workflows.
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