CredPal is a leading financial technology company that offers a comprehensive range of financial solutions, including credit cards and investment opportunities, to empower individuals. Our mission is to revolutionize access to credit and investment, enabling individuals to take charge of their financial well-being.

Job Title: Sales Performance Analyst

Job Type: Full Time/Hybrid

Level: Mid-Level

Purpose Statement

Responsibilities

• 
  Drive accountability by ensuring the sales team meets and exceeds targets through performance tracking, coaching, and strategic adjustments.

• 
  Generate daily, weekly, and monthly sales reports to monitor individual and team performance.

• 
  Track and analyze key performance indicators (KPIs) for the sales team, ensuring accurate monitoring.

• 
  Analyze sales performance data to track key KPIs, identify trends, and highlight areas for improvement.

• 
  Manage and assign leads to the sales team while ensuring efficient account management and customer performance tracking.

• 
  Evaluate sales conversion rates and pipeline efficiency to enhance revenue generation.

• 
  Conduct sales forecasting and provide data-driven recommendations for goal setting and capacity planning.

• 
  Identify sales process bottlenecks and recommend optimization strategies, including automation.

• 
  Collaborate with sales teams to improve sales strategies, customer targeting, and engagement initiatives.

• 
  Manage CRM data quality, ensuring data accuracy and integrity within the sales pipeline.

Requirements

• 
  Bachelor’s degree in Business, Finance, Economics, Data Analytics, or a related field.

• 
  Proven experience in similar role within the fintech or financial services industry.

• 
  2-4 years
  of experience in sales analytics, business intelligence, or a related role.

• 
  Strong proficiency in
  Excel, Power BI
  ,
  Zoho CRM, Salesforce, and SQL
  for data analysis and reporting.

• 
  Experience in
  sales pipeline management, forecasting, and performance tracking.

• 
  Ability to analyze complex sales data and provide actionable insights to improve revenue growth.

• 
  Strong understanding of
  KPI monitoring and sales conversion optimization.

• 
  Experience with automation and analytics to enhance sales processes.

• 
  Excellent problem-solving skills and ability to identify process bottlenecks.

• 
  Strong collaboration skills to work effectively with sales, marketing, and leadership teams.

• 
  Exceptional communication skills for presenting findings and recommendations to stakeholders.

Benefits

• 
  Competitive salary and performance-based bonuses

• 
  Professional development and growth opportunities.

• 
  A dynamic and innovative work environment.

• 
  Hybrid work options for flexibility and work-life balance.