Bachelor's degree in Business, Finance, Analytics, Marketing, or related field
3+ years of experience in sales operations, sales effectiveness, analytics, or similar roles
Strong analytical skills to convert data into actionable insights
Proficiency with CRM systems (e.g., Salesforce) and data visualization/reporting tools
Excellent communication skills for cross-functional collaboration
Ability to influence stakeholders without direct authority
Highly organized and detail-oriented individual.
Responsibilities
Support annual sales planning, budgeting, and forecasting processes.
Manage special forecast updates and analyze performance against forecasts.
Provide insights into pipeline management, including conversion metrics and bottlenecks.
Define and report on key sales effectiveness metrics and conduct gap analysis.
Perform lost business analysis to identify trends and account risks.
Monitor account activity to flag at-risk customers for retention strategies.
Support territory design and expansion analyses with data-backed recommendations.
Benefits
Health, dental, vision, life, and disability insurance
Bonus plan
401k retirement plan with company match
Company provided profit sharing
Participation in paid time off (PTO) policy
9 paid holidays
Full Job Description
Description
Join 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
