Business Analyst - Sales

Bassett Mechanical•Kaukauna, WI

About The Position

The Sales Business Analyst is responsible for supporting Bassett Mechanical’s Strategic Growth and Service function, enabling data-driven performance metrics across the business development teams. The role serves as a subject matter expert on software utilized by our business development function. Acting as a bridge between Strategic Growth & Service and the enterprise data environment, you will be successful by collaborating with associates to understand their requests and translating business requirements into effective system configurations, reporting solutions, and process improvements. The Sales Analyst is expected to participate in projects to identify strategic improvements within Bassett’s CRM portfolio. As part of the Bassett Transformation Office (BTO), this role enables digital transformation, reinforces standard work, and contributes to continuous improvement efforts across the enterprise. This role reports to the Director of Enterprise Planning & Business Analytics.

Requirements

Bachelor’s degree in Business Administration, Finance, Information Technology, or equivalent experience in a related field
Ability to provide troubleshoot support within software applications and systems
Proficient computer skills, including Microsoft Office Suite
Strong analytical and problem-solving skills, with a proactive approach to identifying and resolving issues
Understanding of workflow automation, system integrations, and project management principles
Excellent communication skills with the ability to work collaboratively across departments
Detail‑oriented, well‑organized, and capable of managing multiple priorities in a fast‑paced environment
Lean/continuous improvement mindset; proactive in identifying opportunities and solving problems
Experience in training and supporting users on technology platforms

Nice To Haves

Experience at Monday.com Sales CRM or similar platforms
Microsoft Power BI experience
Experience creating dashboards and reports

Responsibilities

Prepare and distribute recurring Sales Reports and Awards Tracking
Compile and publish metrics for enterprise, market segments, and divisions
Analyze sales performance trends and present results to management to inform data-driven business decisions
Lead or support change management activities, including communication, training, documentation, adoption tracking, and success metrics
Conduct regular audits of sales opportunity data and processes to ensure accuracy, compliance, and efficiency
Provide ongoing support for associates, ensuring effective utilization of the CRM to enhance productivity and collaboration
Monitor updated CRM features and capabilities to suggest improvements and drive innovation
Recommend and enable CRM updates to meet organizational needs, including customizing workflows, creating task boards & metrics dashboards, and integrations with other tools
Execute user access requests and template governance of Service Maintenance proposal and pricing software
Facilitate user access requests and support ticket management of Service Maintenance prospecting software
Provide administration support for Sales proposal generation and signature software with Marketing
Collaborate with key stakeholders to gather requirements, prioritize enhancements, and implement changes to Bassett’s work management platform
Participate in resolving BTO demand request tickets as assigned
Support and maintain a safe and Lean work environment
Other duties as assigned
Serve as a key supporting member within the BTO. As a part of the BTO, you will partner to: Assess, design, develop, implement, and test opportunities identified by the BTO Operating Committee to improve existing systems and/or processes
Conduct interviews with end users and other key stakeholders to gain a deeper understanding of the current and future state
Establish effective connections and partnerships with the company’s IT Department, process/system owners, end users, and other stakeholders. Collaboration with cross-functional teams is critical.
As part of implementation efforts, ensure adequate documentation of work instructions, SOPs, and training materials.