Sales Analytics & CRM Insights Specialist

Vactor Manufacturing; Elgin (IL); On-site; USD 75,000 - 90,000; Full time

Benefits offered by this job

Annual bonus

Life insurance

Medical insurance

Dental insurance

Vision insurance

Paid holidays

Paid vacation

401(k) match

Tuition reimbursement

Smoke-free workplace

Drug-free workplace

Job summary

Vactor Mfg. Inc. in Illinois seeks a Sales BI Analyst to optimize CRM usage, build dashboards, and turn diverse data into actionable insights for the sales organization.

You will ensure data integrity in Dynamics CRM, develop pipeline reports, and deliver timely sales reporting to leadership. Ideal candidates have a data analytics background, SQL, Python or R, and BI tools experience; some dealer-session travel may be required.

Qualifications

• Bachelor's degree required; concentration in Data Science, Finance, Statistics, Economics, or related field desirable
• 1–3 years of experience mining, manipulating, and formatting large data sets for a sales environment
• Proven experience in Microsoft Office (Word, Excel, PowerPoint)
• Proficiency in CRM platforms (Dynamics preferred), data management, BI tools
• Proficiency in SQL and data manipulation tools (e.g., Python, R) preferred
• Independently research, identify, and analyze new data sets that aid the strategic planning process
• Ability to interpret data and make thoughtful business recommendations
• Ability to work with large sets of unstructured data independently
• Process-oriented thinker with proven track record in problem-solving, data interpretation and process mapping

Responsibilities

• Develop and implement comprehensive pipeline reports and dashboards to track sales opportunities.
• Provides Business Intelligence and synthesizes sales and marketing data for business leadership.
• Analysis of sales data to identify sales/market trends, profitability, and cyclicality of business.
• Administration of Microsoft Dynamics CRM to ensure data integrity, load product information, update data, and track opportunities within the CRM including system optimization and process improvement.
• Maintain Dealer Dashboard data integrity by tracking new business, discount amounts, demonstrations, and profitability of dealerships by utilization of the Vactor/Elgin BI tool.
• Development of win/loss reporting to track new business by segment, dealer, and RSM.
• Responsible for maintenance of monthly new business reporting to track actuals vs. plan, discounting and profitability for all sales channels.
• Create sales data repository to capture market data obtained from demonstration initiatives and other customer interfaces.
• Attend dealer market planning sessions to gather market information and common trends observed throughout all the sessions. Some dealer sessions will require travel.

Skills

CRM proficiency

BI reporting

SQL

Python

R

Data analysis

Data visualization

Excel

Education

Bachelor's degree in related field

Tools

Microsoft Dynamics CRM

Power BI

SQL

Python

R

Excel

Job description

Vactor Mfg. Inc. in Illinois seeks a Sales BI Analyst to optimize CRM usage, build dashboards, and turn diverse data into actionable insights for the sales organization.

You will ensure data integrity in Dynamics CRM, develop pipeline reports, and deliver timely sales reporting to leadership. Ideal candidates have a data analytics background, SQL, Python or R, and BI tools experience; some dealer-session travel may be required.