Sales Operations Data Analyst (CRM Required)

About Shermco

Since 1974, Shermco has become North America’s largest and fastest growing NETA-accredited electrical testing organization. Our focus is to make sure electrical power systems are functioning properly and safely. Additionally, our Professional Engineering Group, Rotating Machinery Division, Renewable Energy Services, and Field Repair and local Repair Service Centers, places Shermco in a position to handle all things electrical. All done with an emphasis on safety and client service. Backed by Gryphon Investors, a leading private equity firm focused on profitably growing and competitively enhancing middle-market companies in partnership with experienced management, Shermco is poised for the next decade and beyond.

We are seeking a Sr. CRM Sales Operations Data Analyst to support our Executive Sales Leadership team with data analytics and reporting and also develop presentations for Board Level meetings. This could be a good position for someone looking to pivot from finance and into systems. In this role, you will use the CRM system to translate data into Power BI for sustainable reporting (Power BI will be used only to create visualization/reporting). This position can be remote as long as you reside in Dallas or Houston as there will be local interface with the teams.

Required Skills:

• Intermediate Salesforce or CRM and Excel skills (Dashboards, Reporting, Data Analysis)
• Inside sales/marketing experience or experience supporting a sales organization with data analytics, reporting, dashboards, etc.
• Experience developing presentations for execs to present to board level executives
• Familiarity with Business Central a plus
• Ability to extract data from various sources and summarize for analysis via charts, reports, PowerPoints etc.
• Ability to collaborate with others within the organization to understand various business aspects and positions.
• Strong computer skills
• Background in finance is desirable (not banking or IT)
• Experienced/ Intermediate skills with JavaScript – Salesforce runs on JavaScript
• Advanced in PowerBi creation

Other Requirements:

• Must be able to pass a pre-employment drug test and periodic, unannounced random drug tests.
• Must be able to pass a pre-employment criminal background check.
• All offers are conditioned on acceptable results from a background check and drug and alcohol screening.