CRM Business Analyst

4 weeks ago

Appleton, United States Werner Electric Supply Full time
Description

"A Great Place to Work."

At Werner Electric Supply, you'll join a growing and innovative distributor of electrical products, services, and solutions that consistently ranks as one of the top electrical distributors nationwide. As an employee of Werner Electric Supply, we're committed to you and improving our workplace. You'll receive training and development, recognition for your hard work and successes, and opportunities to volunteer so you can positively-impact our customers and community. You matter to us, and we strive to retain our employees by providing career options, strong benefits, and a competitive compensation package.

Summary: Utilize CRM software to analyze customer data, identify trends, define/improve processes, and drive sales in partnership with Sales and Product teams.

Minimum Qualifications

  • Bachelor's degree in computer-related, data management or business fields required.
  • 5 years related experience required.
  • Proven experience of collaboration with cross-functional teams.
  • Previous working experience demonstrating project management.

Preferred Qualifications

  • 7 years of experience is preferred.
  • Technical writing experience preferred.

Duties & Responsibilities

  • Coordinates sales forecasting, account planning, and budgeting processes used within the sales organization.
  • Proactively monitors and strives to maintain high levels of quality, accuracy, and process consistency in the sales organization's planning efforts. As needed, coordinates planning activities with other functions and stakeholders within the organization.
  • Supports the equitable assignment of sales force quotas and ensures quotas are optimally allocated to all sales channels and resources.
  • Proactively identifies opportunities for sales process improvement. Works closely with marketing leadership and sales management to inspect sales process quality and prioritize opportunities for improvement. Assists sales management in understanding process bottlenecks and inconsistencies. Facilitates an organization of continuous process improvement.
  • Supports the deployment of the sales excellence roadmap across all platforms, liaising with the sub-platform sales, marketing, finance, and IT resources to ensure success.
  • Monitors the accuracy and efficient distribution of sales reports and other intelligence essential to the sales organization. Recommends revisions to existing reports or assists in the development of new reporting tools as needed.
  • Responsible for generating the information that results in an accurate 90 day rolling forecast to be updated monthly.
  • Responsible for generating updated sales coverage and penetration information required to support the Monthly Business Review.
  • Responsible for structuring the CRM to align with the objectives and measurements required of the business.
  • Implements enabling technologies, including CRM, to field sales teams. Monitors the assigned sales organization's compliance with required standards for maintaining CRM data. Works closely with sales management to optimize the effectiveness of the organization's technology investments.
  • Creates sales reports for management staff and uses the data from reports to create sales forecasts.
  • Prepare reports detailing a variety of conditions in the market to deliver to management. These reports provide management with options for various market conditions.
  • Analyzes sales performance considering sales goals and identifies areas of weakness the organization can address to improve sales.
  • Makes recommendations for changes in sales techniques or promotional efforts to improve sales performance.
  • Assist in the analysis of platform, region, account/customer, and product alignment and optimization.
  • Responsible for conducting analysis and reporting on the effectiveness of key marketing activities such as tradeshows.
  • Tracks key growth indicators such as leads generated (web etc.) and the resulting conversion into revenue.
  • Performs historical customer purchase analysis and trends to support targeted marketing campaign efforts.
  • Work to ensure processes truly enable sales and fit effectively into our overall sales management program.

Company Overview

Founded in 1948, Werner Electric Supply has grown from a small appliance store in downtown Neenah, WI into an award-winning employer and leading electrical distributor with 11 branch locations in Wisconsin and Upper-Michigan. Headquartered in Appleton, WI, we provide electrical, lighting, network, process, and inventory management solutions for a diverse group of industrial and construction customers. We are a growing, privately held company with over 450 employees who uphold a family culture built around exceptional customer service. As a recent New North Workplace Excellence Award winner, we're dedicated to the continuous improvement of our people, products, and services to ensure the long-term success of our employees and customers. Apply today and find out why we're a "Great Place to Work."

Employee Benefits

  • Medical and Dental Insurance
  • Short & Long-Term Disability Insurance
  • Life and AD&D Insurance
  • 401(k) Retirement Plan with company match
  • Paid holidays, vacation, personal, and sick days
  • Pet Insurance
  • Identity Theft Protection
  • Accident Insurance & Critical Illness Coverage
  • Tuition Reimbursement
  • Annual bonuses and merit increases based on performance
  • Employee Assistance Program (EAP)
  • Wellness Programs
  • Career Development & Leadership Training
  • Vision
  • Paid Parent Leave

Werner Electric Supply is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

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