The Sales Business Analyst will be responsible for the management of sales tools including CRM and BI tools, CRM optimization, data entry, tracking business, extracting data from various sources, synthesizing data into usable information, and distributing it to the proper channel. This role provides accurate and efficient sales reporting and other analysis and intelligence essential for the efficient operations of the sales organization. The analyst will recommend revisions to existing reporting and lead the development of new reporting tools as needed, develop and implement comprehensive pipeline reports and dashboards to track sales opportunities, and provide Business Intelligence by synthesizing sales and marketing data for business leadership. Analysis of sales data to identify sales/market trends, profitability, and cyclicality of business is also a key function. The role involves administration of Microsoft Dynamics CRM to ensure data integrity, load product information, update data, and track opportunities within the CRM, including system optimization and process improvement. The Sales Business Analyst will liaise with IT, acting as the bridge between sales and IT to ensure system utilization and enhanced performance of the program. Responsibilities include maintaining Dealer Dashboard data integrity by tracking new business, discount amounts, demonstrations, and profitability of dealerships using the Vactor/Elgin BI tool, developing win/loss reporting to track new business by segment, dealer, and RSM, and maintaining monthly new business reporting to track actuals vs. plan, discounting, and profitability for all sales channels. A sales data repository will be created to capture market data obtained from demonstration initiatives and other customer interfaces. The role requires attending dealer market planning sessions to gather market information and common trends, with some travel required for dealer sessions.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Job Type
Full-time
Career Level
Entry Level
Number of Employees
501-1,000 employees