Sales Analyst

About this opportunity

We are seeking a data-driven and analytical Sales Analyst to support our sales organization by delivering actionable insights that improve performance, efficiency, and lead conversion. This role will work directly with sales leadership to analyze CRM data, identify trends, and provide reporting that helps optimize lead flow, contact strategy, and overall sales productivity.

The ideal candidate is highly analytical, detail-oriented, and experienced in turning data into meaningful business insights that drive results.

Key Responsibilities

• Pull, analyze, and interpret sales and lead data from CRM platforms

• Work closely with sales leadership to identify trends and opportunities for improved performance

• Analyze metrics including:

  • Best times for lead flow

  • Peak call answer times

  • Contact and conversion rates

  • Lead response times

  • Sales team productivity metrics

• Build and maintain dashboards, reports, and performance trackers

• Present findings and recommendations to leadership in a clear and actionable format

• Monitor KPIs and provide ongoing insight into sales effectiveness

• Identify workflow inefficiencies and recommend process improvements

• Assist in forecasting, reporting, and sales performance analysis

Location and Schedule

• This is a full-time, office-based position in a modern, cozy environment in our Troy, MI office.

• Our standard working hours are Monday to Friday, 9:00 AM to 6:00 PM, promoting a healthy work-life balance.

Skills & Qualifications

• 2+ years of experience in a sales analyst, business analyst, operations analyst, or similar data-focused role

• Experience working with CRM systems and sales reporting tools

• Strong understanding of sales metrics, reporting, and business insights

• Advanced proficiency in Excel and data analysis

• Experience creating dashboards and presentations for leadership

• Strong analytical, organizational, and problem-solving skills

• Ability to communicate data findings in a clear and concise manner

• Detail-oriented with the ability to manage multiple priorities in a fast-paced environment

Preferred Qualifications

• Experience supporting inside sales or call center environments

• Familiarity with Salesforce, HubSpot, or similar CRM platforms

• Experience with BI tools such as Power BI or Tableau

What We Offer | Career and Culture

• Company Culture: Inclusive, supportive company culture where you are not a number, but a voice that's heard and brings value.

• Growth Path: Defined paid training and clear pathways for career development.

• Benefits: Comprehensive benefits package including PTO, sick days, paid volunteer hours, medical, dental, vision insurance, and 401(k).

  Take the first step towards a rewarding career in the mortgage industry with AD Mortgage.

  Our Recruitment team will reach out to you shortly!

Connect with us : Explore our social media to get a sense of our corporate culture.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sexual orientation, age, marital status, veteran status, or disability status.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform crucial job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.