Workiva Inc. (NYSE: WK) powers trust, transparency, and accountability. Finance, accounting, sustainability, risk and audit teams from more than 6,600 organizations, including over 85% of Fortune 1,000 companies rely on Workiva for their mission-critical work. We transform how customers connect data, unify processes, and empower teams in a secure, audit-ready, AI-powered collaborative platform.

As a Sales Data Analyst, you will support our sales team's effectiveness by creating insightful dashboards and reports using BI tools, CRM, and other reporting software. You will perform ad-hoc analyses and summarize data into presentations with clear visuals and commentary. This role requires interdepartmental collaboration, a high level of attention to detail, and interaction with internal stakeholders to ensure data-driven decision-making.

What You’ll Do

Develop and maintain dashboards and reports using BI tools (e.g., Tableau, Power BI, Quicksight) to provide actionable insights for the sales team and leadership

Perform ad-hoc analyses using Excel and other data analysis tools to support various sales initiatives and answer key business questions

Summarize data effectively into presentations, incorporating insightful visuals and commentary to communicate findings clearly

Assist in tracking and reporting on global sales KPIs, ensuring data accuracy and consistency across regions

Identify and implement process improvements to enhance data collection, analysis, and reporting efficiency

Build productive internal relationships with team members and stakeholders across different departments, often interacting with sales and other operational leadership

Ensure the integrity and accuracy of sales data by conducting regular data quality checks and validation

Contribute to the creation and implementation of standardized reports, ensuring consistency and reliability in data presentation

Enable data-driven decision-making by providing insights that inform sales strategies and performance

Minimum Qualifications:

Undergraduate degree and a minimum of 2 years of related experience preferably within sales analytics

Proficiency in using data visualization tools such as Tableau, Power BI, or Quicksight

A strong knowledge of SQL as well as advanced Excel skills

Experience or exposure to modern data stack tools like dbt (Data Build Tool) or cloud data warehouses (e.g., Snowflake, BigQuery, Databricks).

Preferred Qualifications:

Proven ability to create and present insightful visuals and commentary in presentations to senior leadership and other stakeholders

Experience in the technology or SaaS industry.

Strong analytical skills with the ability to translate data into actionable insights

Excellent communication skills, capable of presenting complex data clearly and concisely

Ability to work independently, prioritize work, and manage tasks based on clearly defined objectives

Experience building productive internal working relationships across similar areas