Data Analytics & Automation Specialist (Sales/Business Development)

Loenbro•Centennial, CO

7d•$85,000 - $100,000•Onsite

About The Position

Loenbro is hiring a Data Analytics & Automation Specialist for its Sales and Business Development team. The role transforms Preconstruction data into insights and strategy by analyzing historical performance, maintaining trustworthy CRM data, tracking the sales funnel and pipeline, and analyzing backlog to support strategic planning. The specialist also administers subcontractor and supplier prequalification and uses Salesforce reporting, dashboards, automation, custom solutions, and AI tools to improve departmental speed, accuracy, and decision-making. The position analyzes Preconstruction performance, sales pipeline, and backlog; supports forecasting, resource planning, and long-range planning; and maintains Salesforce as a reliable source of truth. It configures and develops Salesforce workflows and solutions, integrates and reconciles data from other systems, supports releases and end users, and evaluates and implements AI and automation improvements. The specialist also manages prequalification packages, applicant risk assessments, status tracking, communications, and process improvements. The role is based in an indoor office setting with potential visits to outdoor industrial sites and travel up to 10% of the time. The schedule is 8 a.m.–5 p.m., Monday–Friday, or as needed for company, client, or industry events. The position requires compliance with applicable safety regulations, PPE requirements, and Loenbro’s EH&S policies.

Requirements

Bachelor's degree in Data Analytics, Information Systems, or a related field.
Proficiency with Excel and data visualization tools such as Power BI or Salesforce CRM Analytics.
Ability to translate business needs into technical solutions and explain results to non-technical audiences.
Strong communication, organizational, follow-through, and interpersonal skills, including the ability to work in a diverse, fast-paced environment.
Deadline-oriented, self-motivated, and able to manage multiple projects simultaneously.
Sound judgment when handling confidential financial and safety data.
Ability to take accountability and proactively start and manage projects without guidance.
Knowledge of CRM/Salesforce for tracking and organizing client and project opportunities.
Knowledge of Salesforce reports, dashboards, and Flow; working knowledge of SOQL and Apex.
Knowledge of applying generative AI tools or machine learning in a business setting.

Nice To Haves

At least 2 years of experience in data analytics, business systems, or CRM administration/development.
Experience with Lightning Web Components, Salesforce integrations, or middleware.
Experience evaluating and implementing AI tools in business workflows.

Responsibilities

Analyze Preconstruction performance, including bid volume, hit rate, win/loss trends, estimating workload, margin, and turnaround times, and report findings to leadership.
Monitor and report on the sales funnel and pipeline by stage, market, client, and project type, flagging risks, bottlenecks, and forecast changes.
Analyze current, secured, and projected backlog against capacity, resources, and revenue targets to support forecasting and resource planning.
Support annual and long-range planning with scenario modeling, forecasts, and clear summaries for executives and business development.
Maintain CRM data quality by addressing duplicate, incomplete, or inconsistent records, setting data standards and validation rules, and keeping Salesforce a reliable source of truth.
Design, build, and maintain Salesforce reports and dashboards for pipeline, backlog, performance, and win/loss, and respond to ad hoc data requests.
Connect and reconcile data from estimating, accounting, project management, and other systems into usable reporting views.
Configure and customize Salesforce objects, fields, page layouts, validation rules, and record types to support Preconstruction workflows.
Build automations using Salesforce Flow and write Apex, SOQL, and Lightning Web Components where needed.
Replace manual, repetitive processes with automated workflows, notifications, approvals, and document generation.
Manage integrations and data imports/exports, including Data Loader, APIs, and middleware, in coordination with IT and Salesforce administrators.
Test, document, and support releases, and train end users on new tools and processes.
Evaluate and implement AI tools, including Salesforce AI features and generative AI assistants, to accelerate bid document review, data entry, summarization, and reporting.
Develop prompts, templates, and guidelines for consistent, secure AI use in line with company policy.
Pilot AI and automation ideas, measure results, and scale effective solutions.
Stay current on analytics, automation, and AI capabilities relevant to construction.
Administer the subcontractor and supplier prequalification program, including issuing, collecting, and reviewing prequalification packages.
Evaluate applicants based on financial strength, safety record, insurance and bonding capacity, licensing, references, and past performance.
Maintain prequalification status, expiration dates, and approved bidder lists in Salesforce, including automated reminders and renewals.
Communicate prequalification decisions and follow-ups to subcontractors and Preconstruction team members, and escalate risk concerns to leadership.
Improve the prequalification process, scoring criteria, and reporting through data and automation.
Communicate and advocate Loenbro LEAD values and comply with applicable safety regulations, PPE requirements, and EH&S policies.