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Sales Data Analyst

Irvine, CA

WHY JOIN TAXRISE?

At TaxRise, we don’t just provide tax relief services; we provide hope, stability, and solutions to individuals and families facing financial uncertainty. Our team is passionate about reshaping the tax resolution industry through innovation, empathy, and unwavering commitment to our clients.

Join us and make a tangible difference in people’s lives while growing your career with a team that values your contributions.

ABOUT THE ROLE

As the Sales Data Analyst at TaxRise, you’ll play a pivotal role in driving our sales strategy through data. This role is designed for a detail-oriented and analytical thinker who’s passionate about uncovering insights, identifying trends, and helping teams make smarter, faster decisions. You’ll work cross-functionally with Sales Leadership, Finance, and Training to monitor performance metrics, flag process inefficiencies, and build dashboards that provide visibility into our sales pipeline and rep productivity.

This is a 100% on-site role — we thrive on collaboration and energy in the office. If you're not ready for an in-person position, we kindly ask you to hold off on applying.

HOW YOU’LL BE REWARDED

At TaxRise, we believe in rewarding great work. You’ll receive a competitive salary with opportunities to contribute meaningfully to strategic initiatives and department goals.

  • Salary Range: $80,000 – $95,000 per year
  • Bonus Opportunity: Up to $1,000 per month based on performance and impact

WHAT YOU’LL DO

Sales Data Monitoring & Reporting

  • Analyze daily, weekly, and monthly performance metrics across the sales floor, including pay rate, talk time, conversion rate (CVR), lead flow, and rep activity.
  • Identify performance patterns and emerging issues, and share actionable insights with Sales Leadership and RevOps.
  • Develop and maintain real-time dashboards in Salesforce and Power BI to help teams visualize trends and track goals.

Process & Pipeline Analytics

  • Review sales funnel performance, identifying bottlenecks in the client enrollment process.
  • Monitor lead assignment and flow to ensure optimal routing and follow-up.
  • Track sales rep engagement metrics and identify drop-off points in the sales cycle.

Dashboard & Tool Development

  • Build user-friendly dashboards and automated reports in Salesforce and Power BI to support sales managers, trainers, and executives.
  • Partner with internal stakeholders to ensure data is accurate, accessible, and aligned with business needs.
  • Maintain documentation on data sources, metric definitions, and report usage best practices.
  • Assist with troubleshooting and resolving Salesforce and DocuSign bugs that impact sales workflow or data reporting.

Performance Insights & Cross-Team Collaboration

  • Provide weekly and ad hoc reports to sales and operations leadership to support decision-making.
  • Partner with Training and Enablement to identify performance trends among new hires and assist in refining onboarding benchmarks.
  • Support strategic projects by analyzing data tied to sales incentives, training impact, and campaign performance.

WHAT YOU’LL NEED TO HAVE

  • 2–4 years of experience in sales operations, revenue analytics, or business intelligence
  • Strong understanding of key sales KPIs, funnel metrics, and call center performance data
  • Proficiency with Salesforce reporting, dashboards, and list views
  • Experience with Power BI or similar data visualization tools
  • Ability to distill complex data into clear, concise insights for a non-technical audience
  • High attention to detail and excellent organizational skills
  • Comfortable working cross-functionally and managing multiple priorities in a fast-paced environment
  • Strong Excel/Google Sheets skills (pivot tables, lookups, formulas)
  • Experience in a sales-heavy environment is a major plus

SQL experience is a bonus, but not required

WHAT WE OFFER

We believe in taking care of our team so they can take care of our clients. Here’s what you can expect as part of the TaxRise family:

  • Medical, Dental, and Vision Insurance (starting after 60 days)
  • Paid Time Off (Vacation, Sick Days, Company Holidays)
  • Wellness Days to recharge when you need it most
  • 401(k) retirement plan with company match
  • Professional Development Program to support your growth
  • Access to our on-site gym and gaming lounge
  • Catered team lunches every Friday
  • Fun and energizing quarterly company outings

 

ABOUT US

At TaxRise, our mission is simple yet impactful: to revolutionize the way taxpayers navigate their tax challenges. We believe in the power of lifting others up, and that's the driving force behind everything we do. 

When you join us, you're not just becoming part of a company; you're joining a movement. We're a team that thrives on celebrating successes and making a genuine impact on people's lives.

We're proud to be the fastest-growing company in our industry, and we're on the lookout for exceptional individuals to help us continue our journey of transformation.

If you're ready to bring your unique talents and innovative spirit to a company where your work truly matters, TaxRise is the place to be. Join us and be part of a team that’s reshaping the future of tax resolution.

 

OUR COMMITMENT

At TaxRise, we’re proud to be an equal opportunity employer. We know that a world-class culture stems from the diversity and talent of our team. We provide equal employment opportunities (EEO) to all without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable law.

TaxRise is also committed to ensuring equal opportunity in employment for qualified persons with disabilities. If you require any reasonable accommodation throughout the recruiting process, please let your recruiter know.

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