Matthew Davis
Rogersville,TN
Summary
Results-driven Senior Sales Analyst with a proven track record in data analysis and sales performance enhancement. Seeking to leverage analytical expertise and strategic insights in a challenging role to support organizational growth and optimize sales processes.
Overview
4
4
years of professional experience
Work History
Senior Sales Analyst
Inspira Financial
Remote
10.2022 - Current
- Developing and maintaining Salesforce reports and dashboards that provide real-time insights into sales performance, pipeline metrics, and business trends.
- Producing monthly reporting packages that deliver actionable performance metrics for the New Business, Cross-Sell, and Channel Partnership teams.
- Analyzing pipeline health, forecasting accuracy, and YOY trends to identify risks, opportunities, and actionable recommendations.
- Owning KPI definitions and standardizing performance measurement, ensuring consistency across sales teams, and leadership reporting.
- Leading the management and optimization of the Salesforce CRM system, enhancing data capture processes, and increasing sales team efficiency by 20%.
- Creating interactive visualizations using Power BI and Tableau, enabling senior leaders to easily interpret complex datasets, and make informed decisions.
- Driving training initiatives on data hygiene, Salesforce opportunity creation, and proper data capture processes to improve data quality and reporting accuracy across the sales organization.
Licensed Sales Coordinator
Guaranteed Rate
11.2021 - 10.2022
- Executed targeted sales calls to previous clients, identifying refinancing opportunities, and enhancing client relationships through tailored service.
- Created and filled out the Uniform Residential Loan Application 1003 within Encompass to prepare for underwriting review including running applications through our AUS system.
- Assessed client qualifications based on credit, DTI, LTV, and other financial metrics, contributing to a 15% increase in successful loan closures.
- Gained in-depth knowledge of the loan negotiation process, supporting loan officers and enhancing my understanding of mortgage operations.
Education
Bachelor of Science - Business Administration (Economics Emphasis)
Tennessee Technological University
TN, USA12.2020
Skills
- Microsoft Office Suite
- Data visualization with Tableau
- Salesforce management
- Salesforce reporting and visualizations
- Power BI visualizations
Awards
- Brenda Elrod Educational Scholarship, 2019
- Tennessee Tech Dean's list, 2017-2020
Extracurricular Organizations
Former Member of the Society for Advancement of Finance and Economics
Timeline
Senior Sales Analyst
Inspira Financial
10.2022 - Current
Licensed Sales Coordinator
Guaranteed Rate
11.2021 - 10.2022
Bachelor of Science - Business Administration (Economics Emphasis)
Tennessee Technological University