Sales Development Data Analyst
Job Overview
The Sales Development Data Analyst plays a pivotal role in supporting the Lead Generation Team by managing Data Operations. This position collaborates closely with Sales (CRO, Director of Sales), Marketing (CMO, Director of Marketing), and the Lead Generation Team (particularly Sales Development Analysts) to optimize prospect data and identify segmentation opportunities. Utilizing various data analysis tools and techniques, the analyst creates insightful prospect reports that drive informed decision-making. Additionally, the role involves industry research and list generation tactics to enhance data quality. Ultimately, the Sales Development Data Analyst is crucial in helping organizations make data-driven decisions and achieve their business objectives.
Organizational Impact
The Sales Development Data Analyst significantly impacts the organization by creating, improving, and analyzing data related to Lead Generation Team activities. By helping identify a large group of high-quality prospects, and keeping that data’s integrity, this role helps increase our reach and pipeline, which has a direct connection to the Company’s overall performance. This role provides valuable insights and recommendations that help the organization make informed decisions and drive growth.
Key Systems
- CRM (Customer Relationship Management) systems
- Data visualization tools (e.g., Tableau, Power BI)
- Market research tools (e.g., Nielsen, Mintel)
- Generative AI tools
- Excel or other spreadsheet software
Inputs
The most common inputs for the Sales Development Data Analyst relate to List Orders and raw list information not yet cleaned or enriched. This includes purchased lists and those assembled by the Data Analyst, other team members, or the Data Provider.The analyst also reviews industry trends, competitor analysis, and customer feedback in response to scheduled and ad-hoc requests. Requests relating to the opting-out process are handled by the Data Analyst.
Outputs
The Sales Development Data Analyst’s primary output is prospect list data, prepared for loading into the Marketing Automation system (if separate from the CRM) to drive Lead Generation campaigns. This involves data outputs such as normalization, enrichment, deduplication, and metadata tagging. The Data Analyst provides information on segmentation opportunities within existing data sets to advise Campaign Plans. Additional outputs include sales and marketing analysis, Lead Generation performance reports, and industry research.
Activities
- Prepare and clean prospect lists for data accuracy and enrichment
- Maintain CRM data accuracy
- Segmentdata and conduct research to develop campaign opportunities
- Create reports and presentations to communicate findings and recommendations
- Collaborate with cross-functional teams to drive business growth initiatives
- Monitor and evaluate Lead Generation strategies and make necessary adjustments
Recommended Items
- Ideal Customer Profile Template
- Standard List Order Form
- Standard List Format and Import Templates
- KPI Reporting Template
Content Example
- Prospect Lists
- Market research reports
- Data analysis summaries
Sample Event-Driven Tasks
- Receive and process incoming List Orders
- Lead or assist with fulfilling List Orders
- Purchase and/or build target list data based on List Orders
- Perform data cleanup and normalization of newly obtained data lists
- Improve and enrich prospect lists, including duplicate management and email validation
- Segment data to meet Campaign Plans
- Prepare and import list data to CRM or Marketing Automation Systems
- Monitor and process opt-out requests
- Create reports and presentations to support Lead Generation strategies
Sample Scheduled Tasks
- Prepare ideal data in advance according to the Campaign Plan calendar
- Perform data quality review
- Track Lead Generation performance monthly through reports
- Evaluate vendor performance monthly through lead source performance reports
Sample Infill Tasks
- Conduct market research to identify potential business opportunities and target markets
- Analyze sales data and existing data sets to identify trends and growth opportunities
- Develop and maintain databases to track key performance indicators and metrics
- Collaborate with sales and marketing teams to develop strategies for acquiring new customers and increasing revenue
- Spot check data quality by individual records or list source