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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong analytical skills and business intuition to provide actionable insights and strategic recommendations. Proficient in managing operational processes and developing models for sales strategy and performance analysis.
Highest-signal resume keywords
B2B Sales StrategyBusiness AnalyticsIntermediate to Advanced SQLSalesforce ExperienceGoogle Sheets or Excel Modeling
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Analytical SkillsData AnalysisForecastingOperational PlanningDashboard CreationReport GenerationProject ManagementBusiness Performance MetricsData ExtractionProblem Solving
Soft Skills
Communication SkillsCollaborationProactive ApproachPragmatic Problem SolverInfluencing Decision-Making
Tools & Technologies
SalesforceGoogle SheetsExcelTableauBI Visualization Tools
Industry Keywords
B2B SalesBusiness StrategyOperationsData ScienceInvestment BankingManagement Consulting
Tech Stack
Tools & technologiesSQLTableau
About the role
Key responsibilities & impact- Execute weekly, monthly and quarterly operating cadences, including forecasting calls and business reviews
- Develop understanding of the Velocity business and sales funnel
- Provide actionable insights and strategic perspectives on business performance
- Communicate insights and recommendations to business leads and influence strategic decision-making
- Analyze sales, revenue and other metrics to build models and recommendations for annual planning
- Support resource planning, territory design, target/quota setting and management
- Independently develop and manage project or program plans for stakeholder requests and operational planning
- Manage segment-wide operational processes and programs, including sales territory development
- Build, manage and maintain centralized spreadsheet models and dashboards
- Enable automated extraction of data and insights for daily business management
- Improve usability and accessibility of insights from existing systems and tools with development teams
Requirements
What you’ll need- 3–5 years of work experience in B2B sales strategy and operations and/or business analytics, business strategy/operations, data science, investment banking, management consulting, and/or related domains
- Strong analytical skills, business intuition and a structured approach to solving complex business problems
- Ability to work proactively and collaboratively with stakeholders, particularly in clearly communicating data insights and takeaways
- Pragmatic problem solver with a bias to action and getting things done
- Ability to communicate technical content to non-technical audiences and translate business insights into practical recommendations, with willingness to grow into presenting to leadership
- Experience initiating and completing analytical projects using a structured approach to unique business problems
- Experience in Salesforce or other CRM
- Intermediate to advanced SQL
- Strong Google Sheets or Excel modeling skills
- Experience working with large, imperfect data sets
- Experience creating scalable reports and dashboards or ad-hoc analysis in a fast-paced, high-volume business
- Proficiency in BI visualization tools such as Tableau is preferred
- Interest in learning and applying AI tools to improve analytical and operational workflows is preferred