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Sales Data & Reporting Specialist

Job in New York, New York County, New York, 10261, USA
Listing for: Tech Cratic
Part Time position
Listed on 2026-02-07
Job specializations:
  • Sales
Job Description & How to Apply Below
Location: New York

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Job title: Sales Data & Reporting Specialist

Company: Bullish Global

Job description
:
The Bullish Group has built an ecosystem focused on developing financial services for the digital assets sector through technology and investment businesses. These include:
Bullish Exchange – digital asset trading services that utilize central limit order matching and proprietary market making technology to deliver deep liquidity and tight spreads within a compliant framework. The business is licensed by the Hong Kong Securities and Futures Commission, German Federal Financial Supervisory Authority, and the Gibraltar Financial Services Commission. Since its launch in November 2021, Bullish Exchange has surpassed US $1.3 trillion in total trading volume, with 2H 2024 average daily volume exceeding US $2 billion.

Bullish Capital – an investment company which offers strategic capital, industry expertise and an extensive network of resources to support initiatives that connect conventional finance with the revolutionary possibilities of the digital economy. Coin Desk – an award-winning media, events, indices and data business servicing the global crypto economy.

Reports to:

President, Bullish Exchange
Position Overview
The Sales Data and Reporting Specialist is responsible for the integrity, analysis, and quality of salesforce data and the visualization of sales and customer data to drive informed business decisions across all Bullish Group business lines. This role requires a strong proficiency in Salesforce, advanced data manipulation/reporting skills, and the experience of working within sales functions driving salesforce discipline, process and reporting discipline.

This role is required to work onsite from our NYC Office a minimum of 3 days per week.
Responsibilities:Salesforce Data Management & Optimization:

Develop and implement best practices for Salesforce data entry, hygiene, and governance.

Maintain the accuracy, completeness, and consistency of sales and customer data within Salesforce.

Configure and optimize Salesforce reports and dashboards to meet evolving business needs.

Troubleshoot and resolve data-related issues within Salesforce.

Configure and manage Salesforce objects, fields, and workflows to support marketing sales funnels, including lead, contact, campaign, and opportunity management

Optimize Salesforce for sales enablement by configuring tools like guided selling, content libraries, or custom objects to support sales processes

Reporting & Analysis:

Generate regular and ad-hoc sales performance reports, including pipeline analysis, sales forecasts, win/loss rates, and sales cycle duration.

Analyze sales trends, identify areas for improvement, and provide data-driven recommendations to sales leadership.

Conduct in-depth analysis of customer data to identify patterns, segment customers, and support targeted sales and marketing initiatives.

Work with human resources team and sales leadership to report on sales activities, commissions, sales performance metrics

Dashboard Development & Visualization:

Design, develop, and maintain interactive and user-friendly dashboards (e.g., in Salesforce, Tableau, Power BI, or similar tools) that provide meaningful…
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