Financial Analyst - MST

Lancesoft; Monet (FL); Remote; USD 69,000 - 73,000; Full time

Job summary

Lancesoft is seeking a Sales Analyst to empower the North America Strategic Accounts team. This remote role focuses on transforming data into actionable insights, tracking sales performance, and managing customer agreements and NDAs with rigorous data governance.

The ideal candidate combines strong analytics with business judgment, collaborates across functions, and drives improvements in reporting and operations to support strategic customer growth.

Qualifications

• High school diploma.
• 5 years of experience in a sales support role.
• Valid Driver’s license.

Responsibilities

• Prepare and maintain recurring sales, revenue, and customer program reporting.
• Analyze sales and operational data to support strategic account initiatives and business decisions.
• Ensure data accuracy through validation, reconciliation, and quality review activities.
• Support customer program administration and reporting requirements.
• Partner with sales, operations, finance, and leadership teams to gather and validate information.
• Maintain reporting tools, dashboards, trackers, and process documentation.
• Research and resolve reporting discrepancies, data inquiries, and exception requests.
• Support continuous improvement efforts related to reporting, analytics, and data governance.
• Provide ad hoc analysis and business support as needed.
• Manage weekly, monthly, quarterly, and annual reporting calendars, dependencies, approvals, and timely distribution of deliverables.
• Maintain account, opportunity, and sales-order classifications and tags in Salesforce and SAP;proactively identify and correct missing or inaccurate records.
• Administer cooperative and GPO portals, customer rosters, master files, and related access requirements.
• Prepare fee, rebate, and contract-compliance submissions and customer-facing files while protecting sensitive data and retaining supporting documentation.

Skills

Advanced Excel

CRM experience

Data analysis

Reporting ability

Cross-functional collaboration

Education

High school diploma

Tools

Salesforce

SAP/S4HANA

Job description

Title: Sales Analyst Location: Remote Duration: 6+ Months Pay Rate: $50-$53/Hour on w2.

Overview

Seeking a highly motivated, results-oriented Sales Analyst to support the North America Strategic Accounts team. This role is ideal for a data-driven professional who enjoys transforming information into actionable business insights and enabling strategic customer growth. The Sales Analyst will be responsible for tracking sales performance, managing customer fee reporting, and ensuring compliance with contractual obligations. The role will also oversee the repository of executed customer agreements and non-disclosure agreements (NDAs), maintaining accurate records, document governance, and executive-level contract summaries. Success in this position requires strong analytical capabilities, attention to detail, and the ability to navigate and leverage multiple internal systems to support customer information requests and business intelligence needs. The individual will work with large and complex datasets to identify trends, generate insights, and support strategic decision-making across the business. The ideal candidate combines technical and analytical expertise with sound business judgment and a customer-focused mindset. They are adaptable, highly organized, and comfortable collaborating across functions to improve processes, support sales operations, and drive business outcomes.

Key Responsibilities

• Prepare and maintain recurring sales, revenue, and customer program reporting.
• Analyze sales and operational data to support strategic account initiatives and business decisions.
• Ensure data accuracy through validation, reconciliation, and quality review activities.
• Support customer program administration and reporting requirements.
• Partner with sales, operations, finance, and leadership teams to gather and validate information.
• Maintain reporting tools, dashboards, trackers, and process documentation.
• Research and resolve reporting discrepancies, data inquiries, and exception requests.
• Support continuous improvement efforts related to reporting, analytics, and data governance.
• Provide ad hoc analysis and business support as needed.
• Manage weekly, monthly, quarterly, and annual reporting calendars, dependencies, approvals, and timely distribution of deliverables.
• Maintain account, opportunity, and sales-order classifications and tags in Salesforce and SAP;proactively identify and correct missing or inaccurate records.
• Administer cooperative and GPO portals, customer rosters, master files, and related access requirements.
• Prepare fee, rebate, and contract-compliance submissions and customer-facing files while protecting sensitive data and retaining supporting documentation.

Qualification

• High school diploma
• 5 years of experience in a sales support role
• Valid Driver’s license

Preferred Qualifications

• Advanced Excel capability, including filtering, lookups, reconciliation, and working with large datasets
• Experience preparing recurring operational or financial reports
• Strong attention to detail and ability to meet fixed weekly and monthly deadlines
• Experience with CRM, ERP, or business-intelligence reporting
• Ability to research data discrepancies and maintain clear supporting documentation
• Experience handling confidential customer and sales information
• Ability to follow SOPs and coordinate work across several stakeholders
• Salesforce and SAP/S4HANA experience preferred
• Experience managing multiple recurring deliverables across weekly, monthly, quarterly, and annual reporting cycles
• Proficiency with customer portals, Microsoft Teams/SharePoint, and controlled file storage and access
• Ability to maintain CRM/ERP master data and translate account, opportunity, order, and billed-revenue data across systems
• Familiarity with cooperative purchasing, Group Purchasing Organization, fee/rebate, or contract-compliance reporting preferred

This role offers location flexibility, with a preference for candidates based in Charlotte, NC or Palm Beach Gardens, FL.