Sales Analytics & CRM Transformation Specialist

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 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.