Sales Analyst

XNRGY Climate Systems•Mesa, AZ

About The Position

We are seeking a detail-oriented and analytical Sales Analyst to support data-driven decision-making within our Industrial Equipment Manufacturing business. This role plays a critical part in optimizing sales performance through insightful reporting, CRM data management, and market analysis. The ideal candidate combines strong analytical capabilities with hands-on experience in CRM systems and a proactive interest in enhancing CRM functionality to improve sales processes, visibility, and effectiveness.

Requirements

Bachelor’s degree in Business, Finance, Economics, Data Analytics, or related field
3+ years of experience in a Sales Analyst, Business Analyst, or similar role
Hands-on experience with CRM systems (e.g., Salesforce, Microsoft Dynamics 365, or equivalent)
Strong analytical and quantitative skills with proficiency in Excel and data analysis tools
Experience creating reports and dashboards (Power BI, Tableau, or similar)
Excellent communication skills with the ability to translate data into actionable insights

Nice To Haves

Experience in industrial equipment manufacturing or related B2B industries
Demonstrated interest or experience in CRM development, configuration, or optimization
Knowledge of sales processes including pipeline management, forecasting, and territory planning
SQL or other data querying experience
Familiarity with ERP systems and integration with CRM platforms

Responsibilities

Develop, maintain, and enhance sales dashboards and reports to track KPIs, pipeline health, and revenue performance
Analyze sales data to identify trends, gaps, and opportunities for growth
Provide regular and ad hoc reporting to sales leadership and cross-functional teams
Ensure data accuracy, consistency, and integrity across reporting systems
Serve as a key user and subject-matter expert for the company’s CRM platform (e.g., Dynamics 365, Salesforce).
Maintain data quality, enforce standards, and support user adoption across sales teams
Partner with sales, marketing, and IT teams to improve CRM workflows, automation, and functionality
Identify opportunities to expand CRM capabilities and contribute to system enhancements, configuration, and optimization
Conduct market research and competitive analysis specific to the industrial equipment manufacturing industry
Analyze customer segments, purchasing trends, and geographic performance to support strategic planning
Provide insights into pricing, demand trends, and market dynamics
Support forecasting and long-range planning initiatives
Assist with sales forecasting, territory planning, and quota setting
Support pricing analysis and margin improvement initiatives
Collaborate with finance, operations, and marketing to align data and insights
Document processes and contribute to continuous improvement initiatives