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About the Role
This role involves analyzing sales data, building reports and dashboards, forecasting performance, and providing strategic insights to improve sales processes and customer targeting. You will collaborate with various departments to ensure data integrity and support strategic initiatives.
Responsibilities
- Analyze sales data from CRM, ERP, Power BI, and other sources, including data collection and cleaning.
- Build and maintain dashboards to track KPIs such as revenue, conversion rates, and pipeline velocity.
- Generate weekly, monthly, and quarterly reports for the sales analytics team.
- Assist in developing sales forecasts using historical data and predictive models.
- Support performance tracking and branch/channel planning.
- Identify risks and opportunities in sales performance.
- Present findings to the sales analytics team using clear visualizations and narratives.
- Recommend strategies to improve sales processes, pricing, and customer targeting.
- Support strategic initiatives such as mergers & acquisitions or sales productivity improvements.
- Collaborate with Sales, Marketing, Finance, and Operations to align data and goals.
- Ensure data integrity across systems and teams.
- Participate in planning meetings and strategy sessions.
- Evaluate the ROI of sales campaigns and promotions.
- Analyze customer behavior and buying patterns.
- Recommend adjustments to improve future campaign performance.
- Assist with data entry, data validation, and routine data maintenance activities.
- Support the preparation of reports, updates to spreadsheets and databases, and other administrative tasks.
Requirements
- Familiarity with statistical analysis and forecasting techniques.
- Experience in Excel, Power BI, Tableau, or other data visualization tools.
- Analytical, problem-solving, and communication skills.
- Ability to work independently and manage multiple priorities in a fast-paced environment.
- Advanced Excel skills (e.g., pivot tables, VLOOKUP, macros).
- Ability to perform routine office tasks including operating a computer for long periods, sitting, filing, and communicating on the phone.
- Ability to perform all physical functions consistent with travel including sitting in airplanes and driving for long periods.
- Ability to lift, carry, push, pull a maximum of 30 lbs.
- This position does not offer visa sponsorship now or in the future.
Skills
- Sales Data Analysis
- Reporting
- CRM
- ERP
- Power BI
- Data Visualization
- KPI Tracking
- Forecasting
- Performance Modeling
- Statistical Analysis
- Excel
- Tableau
- Analytical Skills
- Problem-Solving
- Communication Skills
- Microsoft Excel (Pivot Tables, VLOOKUP, Macros)
Salary/Compensations
- $23 per hour
Benefits
- Medical Insurance
- Health Spending Account (HSA) with company match
- Paid Time Off
- Pre-Tax & Roth 401(k) plan with company match
- Flexible Scheduling
- Dental and Vision Insurance
- Life and AD&D Insurance
- Tuition reimbursement & company-paid training programs
- FREE AAA membership & travel / product discounts
- Company Paid Short-term & Long-term disability
- Paid Volunteer Time Off
- Flexible Spending Accounts