Customer File Analyst

Orgill; Collierville, California (TN, MO); On-site; USD 60,000 - 80,000; Full time

Job summary

Orgill is seeking a high-potential analyst and operations backbone for retail dealer transitions. You will perform precise crossmatching of hardware products, coordinate with POS providers, and use hardware expertise to design store layouts that maximize profitability.

You will also handle file work for onboarding new business, assist RDMs with crossmatch data, and support planogram integration and space management during dealer conversions.

Qualifications

• Bachelor's degree or equivalent in Retail Management, Data Analytics, or related field.
• Advanced Excel, Word, Access, and Outlook experience.
• Experience with retail planogram software (JDA, Apollo, Spaceman) or 2+ years in hardware merchandising.
• Travel up to 25%.
• Regular on-site attendance required.

Responsibilities

• Crossmatching: collect, organize, and analyze crossmatch files for SKU substitutions.
• Coordinate with POS providers to gather data and schedule conversion dates.
• Analyze crossmatch data to identify Focused Assortment opportunities.
• Align conversion files with Orgill planograms and dealer shelving capacity.
• Map store layouts to planograms to support seamless dealer transitions.
• Assist with on-site merchandising guidance during dealer conversions.
• Support financial reconciliation of post-conversion data.
• Prepare for Orgill Dealer Markets with merchandising displays.
• Update sales/field teams on POS conversion status.

Skills

Merchandising logic

Industry expertise

Analytical reasoning

Time management

Information synthesis

Communication

Education

Bachelor's degree or equivalent in Retail Management/Data Analytics

Tools

Microsoft Office

JDA

Apollo

Spaceman

Job description

Job Summary:

Orgill is seeking a high potential individual who serves as the analytical and operational backbone for retail dealer transitions. You will be responsible for the high precision crossmatching of hardware products, coordinating with POS providers to ensure technical readiness, and utilizing hardware industry expertise to design store layouts that maximize profitability. Performs all duties associated with file work and data related to onboarding new business for Orgill. Assists RDMs with collecting, organizing and analyzing the customer’s crossmatch file in preparation for the pre-visit.

Duties and Responsibilities

• Crossmatching: Assists RDMs with collecting, organizing, and analyzing the
  customer’s crossmatch file. Utilizes hardware product knowledge to ensure accurate
  SKU substitution and category alignment during the pre-visit.
• Works with Point-of-Sale providers to collect customer data and coordinate conversion
  implementation dates and training sessions.
• Strategic Planning: Formats and analyzes crossmatch files to identify core Focused
  Assortment Planning opportunities, ensuring the suggested product mix aligns with
  local hardware market trends.
• Planogram Integration: Collaborates with the merchandising team to align conversion
  files with Orgill Planograms (POGs). Ensures that opening stock orders reflect the
  physical constraints and capacity of the dealer shelving and fixtures.
• Space Management: Assists RDMs in identifying Smart Start opportunities by
  mapping existing store layouts to optimized planogram sets, ensuring a seamless
  physical transition during the reset.
• Project Implementation: Assists with file manipulation and on-site visual
  merchandising guidance for Dealer Account conversion projects.
• Financial Reconciliation: Assists with the reconciliation of buyback and opening order
  data post-conversion to secure buyback funds efficiently.
• Market Support: Assists with preparation, set up, and event participation for Orgill’s
  semi-annual Dealer Markets, including merchandising model store displays.
• Communication: Regularly updates sales and field teams regarding the status of
  pending POS conversions and merchandising resets.

Success Factors - Knowledge, Skills, and Abilities

• Merchandising Logic: Ability to interpret planograms and floor plans to maximize
  sales per square foot during a brand conversion.
• Industry Expertise: Strong knowledge of hardware categories (e.g., Tools, Plumbing,
  Electrical, Paint) to identify logical product adjacencies and substitutions.
• Analytical Reasoning: Using logic to identify strengths and weaknesses of alternative
  solutions or approaches to complex inventory conversions.
• Time Management: Aptitude to establish priorities, meet deadlines, and manage
  multiple conversion projects simultaneously with limited supervision.
• Information Synthesis: Competence to combine disparate data points—such as POS
  history and planogram requirements to form a cohesive opening stock order.
• Communication: Ability to explain technical data and merchandising layouts to both
  corporate teams and retail store owners.

Minimum Job Qualifications

• Bachelor's degree or equivalent experience in Retail Management, Data
  Analytics, or a related field.
• Working knowledge of Microsoft Office (Word, Advanced Excel,
  Access, and Outlook).
• Prior experience with retail planogram software (e.g., JDA,
  Apollo, or Spaceman) or 2+ years of experience in hardware retail merchandising is
  highly preferred.
• Travel: Requires travel as deemed necessary (up to 25%)
• Attendance: Regular on-site, in-person attendance is required.

Supervisory Responsibility: None

Note: Nothing in this job description restricts management’s right to assign or reassign duties
and responsibilities to this job at any time.