Job Description:

Job Summary: The Sales Intelligence role is responsible for driving data-driven decision-making across sales operations by developing dashboards, automating workflows, and delivering actionable insights. This role acts as a bridge between business and data, ensuring performance tracking, risk monitoring, and operational processes are efficient, accurate, and continuously optimized. The position also plays a key role in leveraging automation and AI tools to enhance productivity and enable smarter, faster decision-making.

Responsibilities:

1. Performance Management

Dashboard, Reporting & Tracker Development

- Design and build automated dashboards for performance monitoring

- Develop trackers for KPIs, metrics, and sales progress

- Set up recurring reports (daily/weekly/monthly)

Maintenance & Optimization

- Ensure all dashboards and reports are accurate, updated, and fully functional

- Troubleshoot data inconsistencies and implement continuous improvements

Automation & Tool Development

- Build tool/solution to automate data collection, alerting, and report distribution

- Integrate automation solutions with internal systems (e.g., Sealtalk)

2. Risk Management

Dashboard & Risk Monitoring

- Develop dashboards and trackers for risk indicators and mitigation tracking

- Deliver periodic risk reports to support business decisions

Data Quality & Improvement

- Monitor data accuracy and resolve inconsistencies

- Continuously improve risk tracking frameworks based on evolving needs

Automation & Analysis

- Build automation for risk monitoring, alerting, and reporting

- Conduct ad-hoc risk analysis and provide insights for rapid decision-making

3. Tools & AI Development

Internal Tool Development

- Design and build tools to support business operations

- Automate manual workflows to improve productivity and accuracy

- Ensure tools are scalable, user-friendly, and maintainable

AI & Automation Applications

- Explore and implement AI/ML use cases to enhance decision-making and automation

- Develop and integrate AI-driven solutions (e.g., GPT, Claude)

- Evaluate and adopt third-party AI tools where relevant

Requirements:

Bachelor's degree in Business, Economics or a related field.
2+ years of experience in Data Analysis v Business Intelligence
SQL - Data querying, reporting, dashboard development
Python - Automation, bot development, data processing, AI/ML integration
n8n - Workflow automation, bot building, system integration
AI/LLM - Prompt engineering, AI application development (Claude, GPT, etc.)
Excel / Google Sheets - Data analysis, tracker building, reporting

Sales Intelligence Specialist - SPX Express