Sales Data Analyst

Sales Data Analyst

Reports To: Chief Growth Officer

Position Summary
The Sales Data Analyst is responsible for collecting, analyzing, and interpreting sales and operational data to support strategic decision-making across the Growth Division. This role serves as a key business partner to the Chief Growth Officer by transforming complex data into actionable insights that improve sales performance, forecasting accuracy, referral growth strategies, and operational efficiency.

The ideal candidate is highly analytical, detail-oriented, and proficient in Microsoft Excel and CRM reporting. They possess the ability to identify trends, build meaningful dashboards, and communicate data in a way that influences business decisions. This individual will also provide administrative and project support to the Chief Growth Officer as organizational priorities evolve. At least 8 hours must be between the hours of 8 a.m. to 5 p.m., US Central Standard Time. Applicant must provide their own technology equipment.
________________________________________
Essential Responsibilities

Sales Analytics & Reporting

• Analyze sales performance metrics across all markets.
• Produce recurring daily, weekly, monthly, quarterly, and annual sales reports.
• Track admissions, referrals, conversion rates, and other key performance indicators (KPIs).
• Monitor performance against sales goals and identify trends requiring leadership attention.
• Assist with forecasting future sales performance using historical and current data.
• Prepare executive-level reports and presentations for leadership meetings.

CRM Management & Data Integrity

• Maintain reporting accuracy within the company's CRM platform.
• Audit CRM data for completeness and accuracy.
• Develop dashboards and scorecards for sales leadership.
• Identify opportunities to improve CRM utilization and reporting efficiency.
• Support sales leadership with CRM-related reporting and analytics.

Referral Source & Market Analysis

• Analyze referral source performance and trends.
• Track referral growth and market share opportunities.
• Identify referral sources showing increases or declines in volume.
• Assist in territory analysis and account segmentation.
• Provide data to support strategic sales planning and market expansion initiatives.

Forecasting & Strategic Planning

• Develop forecasting models using historical trends and current performance.
• Assist the Chief Growth Officer with budgeting and growth projections.
• Identify opportunities for revenue growth through data analysis.
• Provide recommendations that improve sales effectiveness and resource allocation.

Executive Support

• Assist the Chief Growth Officer with special projects and strategic initiatives.
• Prepare reports, presentations, and analytical summaries for executive meetings.
• Conduct research as requested.
• Coordinate and complete various administrative and analytical tasks supporting Growth operations.
• Perform additional duties as assigned.

________________________________________
Qualifications
Education
Bachelor's degree in one of the following preferred:

• Business
• Finance
• Data Analytics
• Statistics
• Healthcare Administration
• Information Systems
• Related field

Equivalent work experience may be considered.
________________________________________
Experience
Preferred:

• 2–5 years of experience in data analysis, business analytics, sales operations, or healthcare analytics.
• Experience supporting sales leadership.
• Experience working with CRM systems.
• Home Health or Healthcare experience is preferred but not required.

________________________________________
Required Skills

• Advanced Microsoft Excel skills

o Pivot Tables
o Power Query
o Advanced formulas
o VLOOKUP/XLOOKUP
o Data visualization

• Strong analytical and critical thinking skills.
• Ability to interpret large datasets and identify meaningful trends.
• Excellent attention to detail.
• Strong written and verbal communication skills.
• Ability to present complex information in a simple, understandable format.
• Strong organizational and time-management skills.
• Ability to manage multiple priorities in a fast-paced environment.
• High degree of confidentiality and professionalism.

________________________________________
Preferred Technical Skills
Experience with:

• CRM platforms
• Microsoft Power BI (preferred)
• Microsoft PowerPoint
• Microsoft Word
• Microsoft Teams
• Microsoft SharePoint
• SQL knowledge (preferred but not required)

________________________________________
Core Competencies

• Analytical Thinking
• Business Acumen
• Strategic Planning
• Problem Solving
• Initiative
• Collaboration
• Communication
• Adaptability
• Organization
• Data Accuracy
• Confidentiality

________________________________________
Success Measures
Success in this role will be measured by:

• Accuracy and timeliness of reporting
• Improvement in CRM data quality
• Quality of forecasting and strategic recommendations
• Ability to identify actionable sales opportunities through data
• Executive satisfaction with reporting and analytical support
• Efficiency in completing projects for the Chief Growth Officer
• Contribution to achieving company growth objectives

________________________________________
Why Join Paradigm Home Health?
At Paradigm Home Health, we believe data drives better decisions—and better decisions improve patient care. As our Sales Data Analyst, you'll play a critical role in shaping growth strategy by providing meaningful insights that help our leadership team make informed decisions. You'll work directly with the Chief Growth Officer, gain exposure to executive-level strategy, and have the opportunity to influence the future of one of Texas' fastest-growing clinician-owned home health organizations.