Associate Sales Analyst

AAA Western and Central New York•Town of Amherst, NY

4h•Onsite

About The Position

At AAA Western and Central New York, Associates are committed to providing members with a totally satisfying experience, demonstrating compassion, empathy, and unsurpassed service. This dedication helps create a loyal membership base, strengthening AAA's mission to be members' most trusted provider of high-quality automotive, travel, insurance, and other relevant products and services that offer safety, security, peace of mind, value, and convenience. AAA Western and Central New York is consistently recognized as one of the best and healthiest places to work in the WNY & CNY area.

Requirements

Familiarity with statistical analysis and forecasting techniques.
Strong proficiency in Excel, Power BI, Tableau, or other data visualization tools.
Experience with CRM systems (e.g., Salesforce) and ERP platforms.
Excellent 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).

Responsibilities

Sales Data Analysis & Reporting: Collect, clean, and analyze sales data from CRM, ERP, Power BI, and other sources. Build and maintain dashboards to track KPIs such as revenue, conversion rates, and pipeline velocity. Generate weekly, monthly, and quarterly reports for sales leadership.
Forecasting & Performance Modeling: 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.
Strategic Insights & Recommendations: Present findings to senior leadership 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.
CRM & Data System Management: Maintain and improve CRM data quality. Support system enhancements and integrations. Assist in training sales team members on data usage and reporting tools.
Cross-Functional Collaboration: 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.
Campaign & Promotion Effectiveness Analysis: Evaluate the ROI of sales campaigns and promotions. Analyze customer behavior and buying patterns. Recommend adjustments to improve future campaign performance.
Market & Competitive Analysis: Monitor industry trends and competitor performance. Provide insights on market dynamics, pricing strategies, and customer segmentation.