Business Analyst - Sales

Trakstar; Kaukauna (WI); On-site; USD 75,000 - 105,000; Full time

Job summary

Bassett Mechanical is seeking a Sales Business Analyst to enable data-driven performance across business development teams. You will bridge Strategic Growth & Service with the enterprise data environment, translating requirements into effective CRM configurations and reporting solutions.

As part of the Bassett Transformation Office, you’ll drive digital transformation, standard work, and continuous improvement. Reports to the Director of Enterprise Planning & Business Analytics.

Qualifications

• Bachelor’s degree in a related field.
• Experience with Monday.com Sales CRM or similar platforms (preferred).
• Ability to troubleshoot software applications and systems.
• Proficient MS Office skills; strong analytical ability.
• Experience creating dashboards and reports (Power BI preferred).
• Understanding of workflow automation, system integrations, and project management.
• Excellent communication and cross‑department collaboration.
• Lean/continuous improvement mindset; ability to train and support users.

Responsibilities

• Prepare and distribute recurring Sales Reports and Awards Tracking.
• Publish metrics for enterprise, market segments, and divisions.
• Analyze sales performance trends and present results to management.
• Lead or support change management activities and adoption tracking.
• Conduct regular audits of sales opportunity data and processes.
• Provide ongoing CRM support to associates to boost productivity.
• Monitor CRM features and propose improvements and integrations.
• Configure workflows, dashboards, and tool integrations; manage access.
• Collaborate with stakeholders to gather requirements and prioritize enhancements.
• Support and participate in resolving BTO demand tickets as assigned.

Skills

Analytical thinking

Problem solving

Communication

Team collaboration

Education

Bachelor’s degree in Business Administration, Finance, Information Technology

Tools

Monday.com

Power BI

Job description

Bassett Mechanical is a 3rd generation family-owned company that provides custom-built industrial refrigeration, HVAC, plumbing, metal fabricating and preventative maintenance service solutions to customers throughout the United States and the world. It is not only a great place to grow and thrive in your career. It is a place to truly belong. As a member of the Bassett Mechanical Team, you\'ll enjoy a competitive compensation and benefits package and many professional growth opportunities. From the moment you\'re hired, to the day you retire, you\'re a part of our Bassett Mechanical Team.

Position Purpose

The Sales Business Analyst is responsible for supporting Bassett Mechanical’s Strategic Growth and Service function, enabling data-driven performance metrics across the business development teams. The role serves as a subject matter expert on software utilized by our business development function.

Acting as a bridge between Strategic Growth & Service and the enterprise data environment, you will be successful by collaborating with associates to understand their requests and translating business requirements into effective system configurations, reporting solutions, and process improvements. The Sales Analyst is expected to participate in projects to identify strategic improvements within Bassett’s CRM portfolio.

As part of the Bassett Transformation Office (BTO), this role enables digital transformation, reinforces standard work, and contributes to continuous improvement efforts across the enterprise. This role reports to the Director of Enterprise Planning & Business Analytics.

Position Responsibilities

• Prepare and distribute recurring Sales Reports and Awards Tracking
• Compile and publish metrics for enterprise, market segments, and divisions
• Analyze sales performance trends and present results to management to inform data-driven business decisions
• Lead or support change management activities, including communication, training, documentation, adoption tracking, and success metrics
• Conduct regular audits of sales opportunity data and processes to ensure accuracy, compliance, and efficiency
• Provide ongoing support for associates, ensuring effective utilization of the CRM to enhance productivity and collaboration
• Monitor updated CRM features and capabilities to suggest improvements and drive innovation
• Recommend and enable CRM updates to meet organizational needs, including customizing workflows, creating task boards & metrics dashboards, and integrations with other tools
• Execute user access requests and template governance of Service Maintenance proposal and pricing software
• Facilitate user access requests and support ticket management of Service Maintenance prospecting software
• Provide administration support for Sales proposal generation and signature software with Marketing
• Collaborate with key stakeholders to gather requirements, prioritize enhancements, and implement changes to Bassett’s work management platform
• Participate in resolving BTO demand request tickets as assigned
• Support and maintain a safe and Lean work environment
• Other duties as assigned

Other Responsibilities

• Assess, design, develop, implement, and test opportunities identified by the BTO Operating Committee to improve existing systems and/or processes
• Conduct interviews with end users and other key stakeholders to gain a deeper understanding of the current and future state
• Establish effective connections and partnerships with the company’s IT Department, process/system owners, end users, and other stakeholders. Collaboration with cross-functional teams is critical.
• As part of implementation efforts, ensure adequate documentation of work instructions, SOPs, and training materials.

Summary of Skills, Knowledge, and Abilities

• Bachelor’s degree in Business Administration, Finance, Information Technology, or equivalent experience in a related field
• Experience at Monday.com Sales CRM or similar platforms (preferred)
• Ability to provide troubleshoot support within software applications and systems
• Proficient computer skills, including Microsoft Office Suite
• Strong analytical and problem-solving skills, with a proactive approach to identifying and resolving issues
• Experience creating dashboards and reports (Microsoft Power BI experience preferred)
• Understanding of workflow automation, system integrations, and project management principles
• Excellent communication skills with the ability to work collaboratively across departments
• Detail‑oriented, well‑organized, and capable of managing multiple priorities in a fast‑paced environment
• Lean/continuous improvement mindset; proactive in identifying opportunities and solving problems
• Experience in training and supporting users on technology platforms

Direct Reports

• None