DescriptionJoin an innovative team that is redefining how Magid's sales organization works-and helping shape how we grow. As our Sales Strategy & Effectiveness Lead, you'll turn data and business insights into strategies that increase sales, strengthen profitability, improve customer retention, and position Magid for continued growth. Your work will directly influence decisions about sales coverage, territories, forecasting, customer strategy, and investments in new growth opportunities.
This is an ideal opportunity for someone who enjoys solving complex business challenges and wants their ideas to have a visible impact. You'll work closely with sales leaders and partners across Finance, Marketing, Product, and Training to challenge assumptions, uncover opportunities, and translate insights into action. If you bring a strong foundation in Sales Operations, Revenue Operations, Sales Effectiveness, or commercial analytics-and you're ready to help build the future of a growing sales organization-we'd like to meet you.
Essential Responsibilities:Sales Planning, Forecasting & Revenue Management- Support annual sales planning and budgeting processes, including forecasts, growth assumptions, and performance targets
- Manage special growth initiative forecasts
- Analyze forecast performance, identify variances, and highlight risks and opportunities to leadership
Pipeline Effectiveness & New Business Growth- Support pipeline management and analysis, including lead flow, stage duration, conversion rates and win/loss trends
- Analyze account activity and growth opportunities to support new business acquisition and expansion efforts
KPI Tracking, Performance Analytics & Gap Analysis- Define, track, and report key sales effectiveness metrics across segments, territories, and sales teams
- Conduct performance analysis against targets and translate findings into actionable recommendations
Customer Retention & Account Risk Management- Perform lost business analysis to identify root causes, trends, and preventable losses
- Monitor account activity, purchasing trends, and engagement to identify at-risk customers and retention opportunities
Territory Design & Coverage Optimization- Support territory design, optimization, and expansion analysis, including workload balancing and growth opportunity assessment
- Support customer segmentation and account prioritization initiatives
- Provide data-backed recommendations that improve sales coverage, resource allocation, and territory effectiveness
CRM Effectiveness & Sales Process Excellence- Drive CRM data quality, pipeline hygiene, and reporting integrity to improve forecasting accuracy and sales visibility
- Monitor sales process adoption and identify opportunities to improve consistency and execution
Strategic Growth Initiatives- Support the implementation and monitoring of strategic growth initiatives, including account development programs, upsell/cross-sell campaigns, digital adoption initiatives, and other revenue-driving programs
- Maintain analytical tools, dashboards, and reporting that provide visibility into business performance and initiative effectiveness
Requirements- Bachelor's degree in Business, Finance, Analytics, Marketing, Economics, or a related field
- 3+ years of experience in Sales Operations, Sales Effectiveness, Revenue Operations, Commercial Excellence, Analytics, or a related business function
- Experience supporting sales organizations through forecasting, performance analytics, territory planning, pipeline management, or revenue planning
- Strong analytical skills with the ability to translate data into actionable business recommendations
- Proficiency in reporting, analytics, and data visualization tools
- Excellent communication and presentation skills, with the ability to influence stakeholders at multiple levels of the organization
- Demonstrated ability to work cross-functionally and drive results in a fast-paced environment
- Strong business judgment, problem-solving skills, and attention to detail, with the ability to manage multiple priorities and deliver measurable business outcomes
- Strategic mindset with a focus on revenue growth, continuous improvement, and driving action from insights
- Office based position Mon-Thu (Fridays remote); some occasional travel required
Magid offers a variety of benefits to our team members including:- Health, dental, vision, life and disability insurance
- Bonus plan
- 401k retirement plan with company match
- Company provided Profit Sharing
- Participation in Magid Paid Time Off (PTO) Policy
- 9 Paid Holidays
