Job SummaryThe Strategic Analytics & Transformation Manager is responsible for delivering data-driven insights, financial analysis, sales performance reporting, and operational support for SHI's strategic sales organization. This role serves as a trusted advisor to sales leadership by developing forecasting models, measuring campaign effectiveness, identifying growth opportunities, and creating scalable reporting frameworks that support informed business decisions.
This position combines financial acumen, operational excellence, and practical AI capabilities to improve sales productivity, automate reporting processes, and generate actionable insights across revenue, gross margin, pipeline, bookings, and strategic growth initiatives. The ideal candidate thrives in a fast-paced environment and brings strong analytical judgment, business acumen, and experience applying business intelligence and AI tools to business challenges.
Role Description
Financial Analysis & Forecasting
- Develop, maintain, and enhance financial and operational models that support revenue growth, gross margin performance, forecasting, and strategic planning.
- Analyze sales performance trends and prepare executive-ready reporting to support decision-making.
- Perform scenario modeling, investment analysis, and business-case development for strategic initiatives.
- Partner with Finance and Sales Leadership to improve forecast accuracy and planning processes.
- Monitor and report key business metrics, including revenue, gross margin, pipeline health, bookings, and quota attainment.
Sales Operations & Performance Management
- Design and maintain KPI scorecards, dashboards, and scalable reporting frameworks.
- Develop tracking methodologies for sales campaigns, partner programs, strategic initiatives, and growth motions.
- Identify operational efficiencies through automation, standardization, and process improvement.
- Support executive business reviews through performance analysis, concise insights, and recommended actions.
- Create mechanisms that improve visibility into sales activity, campaign effectiveness, and organizational performance.
Campaign Analytics & Strategic Programs
- Track and measure campaign adoption, pipeline influence, conversion, bookings, gross margin contribution, and return on investment.
- Build repeatable campaign reporting structures, scorecards, and attribution approaches.
- Partner with Sales, Marketing, Finance, and strategic partners to evaluate program effectiveness and recommend optimization opportunities.
- Analyze business outcomes and translate findings into actions that accelerate growth and improve sales execution.
Data, AI & Automation Enablement
- Apply AI-powered technologies and automation tools to enhance reporting, forecasting, business analysis, and operational workflows.
- Develop scalable AI-assisted workflows that reduce manual effort and accelerate insight generation.
- Evaluate practical use cases for emerging analytical capabilities that improve decision-making and sales productivity.
- Promote responsible adoption and effective utilization of AI-enabled sales and operational tools.
- Document model logic, data sources, assumptions, controls, and repeatable processes to support consistency and governance.
Behaviors and Competencies
- Financial & Business Acumen: Applies strong financial and business judgment to evaluate performance, identify opportunities, and support informed decision-making.
- Analytical Problem-Solving & Structured Thinking: Approaches complex business challenges with a structured, data-driven mindset and translates analysis into actionable recommendations.
- Executive Communication & Data Storytelling: Communicates complex data and insights clearly and concisely to support executive-level understanding and decision-making.
- Cross-Functional Collaboration & Stakeholder Management: Builds effective partnerships across Sales, Marketing, Finance, and other stakeholders and influences across multiple levels of the organization.
- Process Design & Continuous Improvement: Develops scalable processes, documentation, and reporting frameworks while continuously identifying opportunities for greater efficiency.
- Adaptability & Prioritization: Effectively manages multiple priorities and adjusts to changing business needs in a fast-paced environment.
- Attention to Detail & Bias for Action: Maintains a high level of accuracy and attention to detail while proactively moving work forward and driving results.
Skill Level Requirements
- Bachelor's degree in Finance, Accounting, Economics, Business Administration, Data Analytics, Information Systems, or a related field.
- Minimum of 5 years of experience in Sales Operations, Revenue Operations, Financial Analysis, Business Intelligence, or a related discipline.
- Advanced Microsoft Excel and financial modeling capabilities.
- Experience with Power BI, Tableau, Salesforce, Dynamics, or comparable analytics and CRM platforms.
- Strong understanding of forecasting methodologies, KPI management, pipeline analytics, and performance reporting.
- Demonstrated ability to translate complex data into clear, actionable business recommendations.
- Strong verbal, written, and presentation communication skills.
- Proven ability to work cross-functionally and influence stakeholders at multiple levels.
Other Requirements
Preferred Qualifications
- Experience supporting an enterprise technology sales organization.
- Experience developing sales campaign measurement frameworks, scorecards, or attribution models.
- Working knowledge of AI-enabled productivity, analytics, and business intelligence tools, including Microsoft Copilot or comparable platforms.
- Experience with Power Query, DAX, SQL, Python, or other advanced reporting and analytics technologies.
- Experience with data automation, dashboard development, and data-quality controls.
- MBA or advanced degree preferred.
What Success Looks Like
- Establish standardized campaign measurement and reporting processes.
- Improve visibility into pipeline, revenue, gross margin, and sales performance.
- Enhance forecasting accuracy through scalable models, consistent assumptions, and clear reporting.
- Deliver executive-ready dashboards and KPI scorecards that support timely decisions.
- Identify and implement practical automation opportunities using AI and analytics technologies.
- Provide actionable insights that strengthen sales execution and support profitable growth.
The estimated annual pay range for this position is $135,000 - $185,000 which includes a base salary and bonus. The compensation for this position is dependent on job-related knowledge, skills, experience, and market location and, therefore, will vary from individual to individual. Benefits may include, but are not limited to, medical, vision, dental, 401K, and flexible spending.
