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Sales Analyst
2 months ago
Job Description
Optimal provides highly automated supply chain services, along with result-driven capabilities targeted at reducing customers’ operating and sales expenses. Optimal's business units support a 'lower cost to serve' option for the healthcare industry. We provide distribution, contracting, and logistics solutions for both domestic US and international markets. We deliver products, contracting services, and sales support throughout the United States. Headquartered in Houston, Texas, Optimal’s mission is to reduce the cost of healthcare by providing efficient supply chain solutions.
Job Summary
The Sales Analyst is responsible for the collection, analysis, and reporting of sales-related data to the Vice President of Sales to increase overall sales productivity and maximize ROI. They will create custom reports for analysis of product and sales activity, and work with the sales team to provide sales data support for initiating customer and vendor campaigns. They will assist in the development of standardized tools, methodologies, and various business processes for refining operational efficiency. The Sales Analyst will play a critical role in the enhancement and improvement of top-line sales, profit margins, and business decision-making.
Essential Job Functions
Collect, analyze, evaluate, and report sales data to increase sales productivity
Use various reporting tools to identify areas for improved profitability
Develop new business opportunities through analysis of customer demand files and vendor offerings
Manage and monitor the Contribution Margin program to ensure milestones are accomplished for all business units
Provide sales direction regarding sales patterns, trends, and future purchases to drive business decisions
Work with sales team to incorporate sales forecasts into daily/weekly/monthly reports
Transform internal/customer/vendor portals; extract and reduce sales data into dashboard report structure
Evaluate third-party data to determine best practices for company success
Communicate sales reporting and forecasting to Management
Follow up with internal stakeholder to drive clarity of sales decision and expectations
Generate ad hoc reporting for Sales, Marketing, Finance, Accounting, and Operations
Required Education
Bachelor’s degree ideally in business administration, finance, or marketing; or three to five years related experience and/or training; or equivalent combination of education and experience
Required Experience
3+ years in business setting preferably as an analyst or similar position
Required Knowledge, Skills, And Abilities
Analytical and problem-solving skills with aptitude for learning new technology
Expert knowledge of Excel
Advanced knowledge of Microsoft Office Suite (Access, Word and PowerPoint)
Detail-oriented with strength in high-level statistical and data analysis
Strong interpersonal skills with the ability to build and maintain professional relationships
Ability to coordinate and manage simultaneous data analysis requests
Enjoys working independently as well as within a team environment
Desire to work in a dynamic, entrepreneurial, and growing company
Preferred Qualifications
ERP experience in Oracle NetSuite
Business Intelligence experience with Tableau or Microsoft Power BI
Comfortable with coding and Java, C++, SQL, C#, and HTML experience
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