Sales Insights Analyst

2 weeks ago

Gainesville, Georgia, United States Mansfield Oil Full time

Are you looking for a chance to utilize your existing expertise while broadening your understanding and skills? Do you appreciate a workplace where dedication is matched by a culture that knows how to enjoy itself? Are you eager to be part of a vibrant, expanding organization that aims to be an employer of choice, prioritizing the significance of cultivating meaningful relationships? Are you prepared to Unlock Your Potential? Now You Can

If you responded positively to any of these inquiries, continue reading because Mansfield could be the ideal match for you.

At Mansfield, our devoted team is focused on fostering robust, trustworthy partnerships through outstanding service, transparent communication, and empowerment. We encourage our employees to think strategically, leverage their skills, and drive organizational success. We are currently in search of a Sales Insights Analyst who desires a role that encompasses a variety of responsibilities aimed at supporting their continuous growth and development, ranging from daily operations to engaging projects and initiatives.

The Sales Insights Analyst is tasked with coordinating all documentation for the credit and contract submission process, as well as the collection, analysis, and reporting of sales data, which aids the sales team in enhancing productivity towards achieving established sales targets. Key responsibilities include preparing sales analyses, reporting, and forecasts for all sales activities to assess performance against current sales objectives. The Sales Insights Analyst is expected to collaborate closely with other departments to refine processes and communication related to CRM pipeline tracking systems and the data contained within for use in all sales reporting, which includes administrative management of the CRM system.

Key Responsibilities

CRM/Pricing Oversight

  • Oversee the management of CRM/Pricing systems, including user setup, permissions, and module structure management concerning layout and data field option modifications.
  • Manage the Master CRM data set utilized for all sales KPIs, OKRs & metrics reporting.
  • Guide teams in adhering to processes established for inputting opportunities and data into CRM/Pricing systems.
  • Accountable for reporting and communicating the accuracy of data for all groups, customer, and prospect information in CRM/Pricing systems.
  • Provide technical support for CRM/Pricing systems concerning user access, functionality, and troubleshooting.
Documentation, Planning, Analysis, & Reporting
  • Assist the sales team throughout the sales cycle to fulfill customer needs.
  • Manage lead generation initiatives for accounts in targeted market areas.
  • Develop and maintain a database of utility natural gas tariffs.
  • Create client reports, such as invoice charges, volume, hedge, and estimated monthly invoice charges, as requested.
  • Support Sales Executives regarding non-standard terms and assist the sales team throughout the complete sales cycle to meet customer needs.
  • Guide pricing opportunities through the credit and legal approval processes.
  • Assist Sales Executives in escalating non-standard terms and conditions to management and legal as necessary.
  • Ensure pricing documentation complies with customer requirements and company standards.
  • Guarantee data is entered in a standardized format for CRM, Pricing, Credit team, and Legal team and communicate deadlines for internal responders.
  • Maintain, analyze, manage, and enhance comprehensive sales reporting.
  • Develop, manage, and communicate daily, weekly, and monthly financial and sales activity-based reporting, including sales pipeline reporting and monthly forecasts.
  • Ensure that constructed reporting and analyses are defined, efficient, and scalable.
  • Provide reporting on OKRs/KPIs established for the sales team.
  • Deliver sales data to sales leadership in support of weekly/monthly reports to senior management.
  • Manage and communicate weekly and monthly sales win reporting for internal communication and sales executives' incentive compensation.
  • Maintain the Report Group Management database used to align customer naming conventions across multiple ERP systems and CRM/Pricing/Billing systems for use in Sales Analytics, Business Analytics, and Financial reporting throughout the organization.
  • Utilize technology resources, applications, and data to develop innovative tools, reporting, and analyses (CRM, SQL, VBA, Excel, SharePoint, etc.).
  • Provide ad hoc sales pipeline reporting for the executive team as requested.
  • Stay current on business processes, system functionality, and existing reporting.
Position Requirements

Formal Education & Certification
  • Bachelor's Degree in Marketing or equivalent experience in marketing analysis.
Knowledge & Experience
  • 1+ years' business-to-business experience, preferably in an analytical role.
  • 1+ years' experience maintaining data, generating reports, and extracting data within Customer Relationship Management (CRM) systems.
  • Natural gas or energy industry knowledge preferred.
Qualifications & Characteristics
  • Ability to capture and document reporting requirements from multiple sources.
  • Minimum one year of customer relationship management experience preferred.
  • Strong written, verbal, and presentation skills.
  • Intermediate Microsoft Excel skills.
  • Intermediate Microsoft Access skills.
  • Intermediate Microsoft Outlook skills.
  • Strong written, verbal, and presentation skills.
  • Advanced Microsoft Excel skills.
  • The ability to multi-task.
  • The ability to work in a team environment.
Work Environment
  • 40-hour hybrid work week once training is completed (3 days in office, 2 days remote).
  • Sitting for extended periods of time.
  • Dexterity of hands and fingers to operate a computer keyboard, mouse, and other computer components.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

  • Lead Financial Analyst

    2 weeks ago

    Gainesville, Georgia, United States Staff Financial Group Full time

    Position:SENIOR FINANCIAL ANALYSTJob Overview: The Senior Financial Analyst role is pivotal in identifying strategic solutions and influencing key business decisions through comprehensive financial analysis and effective communication. This full-time position is integral to the accounting team, collaborating closely with sales, operations, and management to...

  • Territory Sales Executive

    2 weeks ago

    Gainesville, Georgia, United States Cantrell-Gainco, Inc. Full time

    Job OverviewThe Territory Sales Executive at Cantrell-Gainco, Inc. is tasked with nurturing and expanding a designated region that encompasses various states. This position emphasizes both the acquisition of new clients and the management of existing relationships. As a remote role, it offers a competitive salary, a quarterly commission structure, a company...

  • Lead Financial Analyst

    2 weeks ago

    Gainesville, Georgia, United States Staff Financial Group Full time

    Position:SENIOR FINANCIAL ANALYSTJob Overview: The Senior Financial Analyst role is pivotal in recognizing solutions and shaping business decisions through comprehensive financial analysis and effective communication. This full-time position is integral to the accounting team, collaborating closely with sales, operations, and management.Key Responsibilities:...

  • Senior Financial Analyst

    2 weeks ago

    Gainesville, Georgia, United States Northeast Georgia Health System Inc Full time

    Position OverviewUnder the guidance of the Director of Financial Analysis, the incumbent will undertake essential accounting, reporting, and analytical functions for Northeast Georgia Health System Inc. This role is pivotal in ensuring the integrity and accuracy of financial data.Key ResponsibilitiesOversee and manage the review of provider statements for...

  • Regional Business Development Representative

    2 days ago

    Gainesville, Georgia, United States Inside Talent Full time

    About the RoleThis is a dynamic opportunity for a highly motivated and results-driven individual to join our team as a Regional Sales Representative. As a key member of our sales team, you will be responsible for driving business growth and revenue expansion in the Texas and Louisiana regions.Key ResponsibilitiesDevelop and execute sales strategies to...

  • Client Relations Manager

    2 weeks ago

    Gainesville, Georgia, United States Marel Full time

    Position Overview:The Client Relations Manager (CRM) is tasked with enhancing customer satisfaction and driving service sales, including service contracts, spare parts, modifications, and upgrades, to achieve revenue and profitability goals.Key Responsibilities:- Act as a trusted advisor to clients, fostering strong relationships and understanding their...

  • Business Development Representative

    13 hours ago

    Gainesville, Georgia, United States FitzMark Full time

    About the RoleFitzMark is a leading third-party logistics provider specializing in all modes of transportation. We deliver best-in-class services for both our customers and carriers by leveraging our proprietary technology, DASH, and maintaining a proactive operational approach to ensure all logistics needs are guaranteed.Key ResponsibilitiesDevelop a...

  • Director of Global Data Insights

    2 days ago

    Gainesville, Florida, United States Philips Full time

    Job TitleDirector of Global Data InsightsJob SummaryThe Director of Global Data Insights will oversee the strategic use of data to drive business success and patient safety worldwide. This role will lead a team of data analysts to leverage data insights and drive business outcomes.Key ResponsibilitiesLead and Inspire a TeamLead a team of data analysts to...

  • Quality Data Analyst

    2 days ago

    Gainesville, Florida, United States UF Health Full time

    Job Summary:This is a unique opportunity to join the UF Health team as a Quality Data Analyst, embedded within the Quality and Patient Safety Department. The successful candidate will integrate quality improvement efforts between the College of Medicine and UF Health Shands Hospital.Key Responsibilities:Analyze healthcare data using modern business...

  • Director of Global Data Insights

    5 days ago

    Gainesville, Florida, United States Philips Full time

    About the RoleWe are seeking a highly skilled and experienced professional to lead our Post Market Surveillance team as a Director of Global Data Insights. This is a key role that will oversee the strategic use of data to support post market surveillance activities worldwide.Key ResponsibilitiesLead and inspire a team of data analysts to leverage the power...

  • Director of Global Data Insights

    5 days ago

    Gainesville, Florida, United States Philips Full time

    About the RoleWe are seeking a highly experienced and skilled professional to lead our Post Market Surveillance team as a Director of Global Data Insights. This role will be responsible for overseeing the strategic use of data to support post market surveillance activities worldwide, in accordance with regulatory requirements.Key ResponsibilitiesLead and...

  • Financial Management Analyst

    1 week ago

    Gainesville, United States ALTA IT Services Full time

    DoD Financial Management Analyst Location: Arlington, VA Hybrid: Flexibility to work 2-3 days per week onsite (Pentagon & McLean, VA), with the remaining days available for remote work. Clearance Required: Secret is required; TS/SCI preferred Contact: Cdinnocenti@altaits.com Benefits: Our company has operated since 1996 and has various contracts with...

  • Development Analyst

    3 weeks ago

    Gainesville, United States The Collier Companies Full time

    The Collier Companies is seeking a Development Analyst! This is an on-site role, reporting out of The Collier Companies Florida Home Office in Gainesville, which offers beautiful natural areas, a temperate climate, and tremendous educational, cultural, and commercial opportunities. Gainesville was recently ranked as one of the top 10 places to live in the...

  • Quality Data Analyst

    5 days ago

    Gainesville, Florida, United States UF Health Full time

    About the RoleThis position is an integral part of the UF Health Shands Quality and Patient Safety Department, where you will play a crucial role in integrating quality improvement efforts between the College of Medicine and UF Health Shands Hospital.Key ResponsibilitiesAnalyze healthcare data using modern business intelligence and statistical tools to...

  • Senior Financial Analyst

    2 months ago

    Gainesville, United States Pavlov Media Full time

    Job Title: Senior Financial Analyst Department: FinanceReports to: CFO Summary: The Senior Financial Analyst, will serve as a vital member of the Pavlov's Finance team, reporting directly to the Chief Financial Officer (CFO). This leadership role encompasses budget development, performance analysis, and decision support. Duties/Responsibilities: The...

  • Marketing Data Analyst

    1 week ago

    Gainesville, United States Florida Credit Union Full time

    Job DetailsJob Location Fort Clarke - Gainesville, FL Position Type Full Time DescriptionPosition Summary: As a Marketing Analyst, you will play a key role in analyzing and improving our marketing performance to ensure efficiency and effectiveness. This position will also directly assist the SVP Marketing in gathering data to suggest efficiencies, gain...

  • Information Systems Analyst

    2 weeks ago

    Gainesville, Florida, United States InsideHigherEd Full time

    Position Title:Business Intelligence AnalystJob Type: Staff Full-TimeLocation: Main CampusDepartment: FS-PROCESS IMPROVEMENT & ANALYTICSRole Overview:The Business Intelligence Analyst plays a crucial role in managing and analyzing data to support operational efficiency. This position involves:Data Management: Fielding and prioritizing requests for data and...

  • Development Analyst

    4 weeks ago

    Gainesville, United States The Collier Companies Full time

    The Collier Companies is seeking a Development Analyst! This is an on-site role, reporting out of The Collier Companies Florida Home Office in Gainesville, which offers beautiful natural areas, a temperate climate, and tremendous educational, cultural, and commercial opportunities. Gainesville was recently ranked as one of the top 10 places to live in the...

  • Development Analyst

    4 weeks ago

    Gainesville, United States The Collier Companies Full time

    The Collier Companies is seeking a Development Analyst! This is an on-site role, reporting out of The Collier Companies Florida Home Office in Gainesville, which offers beautiful natural areas, a temperate climate, and tremendous educational, cultural, and commercial opportunities. Gainesville was recently ranked as one of the top 10 places to live in the...

  • Lead Financial Analyst

    2 weeks ago

    Gainesville, Florida, United States Martin Docks LLC Full time

    Lead Financial Analyst Position at Martin Docks LLCThe Lead Financial Analyst (LFA) plays a vital role within our finance department at Martin Docks LLC. As a seasoned accounting professional, you will collaborate closely with our Chief Financial Officer to uphold financial documentation and ensure adherence to Private Company GAAP.Essential Skills &...

  • Development Analyst in Gainesville, FL

    4 weeks ago

    Gainesville, United States The Collier Companies Full time

    Job DetailsJob Location Home Office - Gainesville, FL Job Category Real Estate DescriptionThe Collier Companies is seeking a Development Analyst! This is an on-site role, reporting out of The Collier Companies Florida Home Office in Gainesville, which offers beautiful natural areas, a temperate climate, and tremendous educational, cultural, and commercial...

  • Sales Director

    2 weeks ago

    Gainesville, United States Martin Docks LLC Full time

    Job DescriptionJob DescriptionAt Martin Docks, we believe that a dock is more than just a structure – it’s a lifestyle. Established in 1956, we have been dedicated to building docks that stand the test of time, providing a platform for unique lakefront lifestyle. Our commitment to quality craftsmanship and premium materials ensures that every Martin Dock...

  • Senior Financial Analyst

    4 weeks ago

    Gainesville, United States Staff Financial Group Full time

    Position: SENIOR FINANCIAL ANALYST Job Summary: The Finance Analyst role identifies solutions and influences business decisions based on sound financial analysis and communication. This position will serve in a full-time role as part of the accounting team working closely with sales, operations, and management. Essential Functions: Owns the development...

  • Data Insights and Analytics Lead

    5 days ago

    Gainesville, Florida, United States InsideHigherEd Full time

    About the RoleWe are seeking a highly skilled Data and Reporting Manager to join our team at InsideHigherEd. As a key member of our organization, you will be responsible for providing data collection, management, analysis, and reporting services to support our business operations.Key ResponsibilitiesProgram Data Management and ReportingDevelop and maintain...

  • Territory Sales Representative

    5 days ago

    Gainesville, Florida, United States Trutech Full time

    About Trutech Wildlife ServiceWe are a leading provider of wildlife management services for residential and commercial properties, offering a range of solutions to address animal-related issues in a humane and environmentally conscious manner.Job SummaryWe are seeking a highly motivated and results-driven Territory Sales Consultant to join our team. As a key...

  • Sales Associate

    1 week ago

    Gainesville, Florida, United States Anthropologie Full time

    Job Summary:A Sales Associate at Anthropologie contributes to driving sales through providing a genuine and unique experience to each customer. This role is ideal for individuals who are passionate about delivering exceptional customer service and building strong relationships with customers.Key Responsibilities:Customer Experience:Initiates genuine...

  • Sales Associate

    1 week ago

    Gainesville, Florida, United States Anthropologie Full time

    About the RoleWe are seeking a highly motivated and customer-focused Sales Associate to join our team at Anthropologie. As a Sales Associate, you will play a key role in driving sales and providing an exceptional customer experience.Key ResponsibilitiesCustomer ExperienceDevelop genuine relationships with customers to understand their needs and...