Senior Analysts for Sales directly support Sales partners to deliver short and long-term business results. The support will include CRM management, Dashboard management, and business model support.
Essential Duties and Responsibilities:
This individual will be the primary Finance contact supporting the Sales department.
Maintain and improve pipeline reporting through enhanced CRM tool development. Maintain and improve market share and lead generation information working with team and outside service providers.
Develop and maintain PowerBI Dashboards supporting the sales team’s activities
Prepare and interpret monthly, quarterly, annual, and ad hoc reports for senior leadership and sales leadership while recommending further courses of action.
Partner with the sales organization to drive pricing through reporting and analysis to better understand pricing by market, product, customer, and various business units.
Partner with Finance, Sales, and Operational leaders to drive margin improvement in backlog through pricing, scheduling, and other actions to increase profitability.
Develop trends and projections for leads, listings, revenue, pricing, and project margins.
Basic Qualifications:
Bachelor’s degree in Business, Finance, or another related field required.
5+ years of experience with 3+ years of FP&A, or similar support, experience with a focus in sales required.
Has used and/ or is advanced user of BI tools (PowerBI, preferred or Tableau)
Other Required Qualifications:
Prior experience managing CRM systems and working with related data.
Prior experience with lead generation management
Excellent oral and written communication, analytical, collaboration, and facilitation skills.
Experience working within various ERP and CRM systems and integrating BI tools such as Power BI for analytics and decision support.
Well-rounded business acumen and well-developed presence.
Demonstrated willingness to work collaboratively and share information.
Ability to summarize complex issues into key elements.
Leadership and flexibility managing relationships in an organization.
Knowledge of Microsoft Office Suite.
Database Management
Experience in engineering products and/or construction Advanced user of Excel, working with complex data sets, as well as strong PowerPoint skills.
Strong communication and interpersonal skills to work with a wide range of individuals and personalities.
Great attention to detail with the ability to recognize problems with data and work cross-functionally to resolve.
Physical Requirements:
Ability to travel up to 25% of the time.
Office: Move 25lbs (not for all jobs, reasonable accommodations will be made), work with a computer for extended periods of time.
Work Environment:
Office: Quiet with some ambient noise, climate controlled, fluorescent lighting.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Business Development and Sales
Industries
Construction
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