Sales Data & Insights Specialist

On Site Companies; Saint Paul (MN); On-site; USD 34,000 - 39,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Dental insurance

Employee assistance program

Health insurance

Health savings account

Life insurance

Paid time off

Professional development assistance

Referral program

Tuition reimbursement

Vision insurance

Job summary

On Site Companies is seeking a detail-oriented, Excel-driven professional to support the Director of Sales with reporting, CRM data management in Salesforce, and research initiatives that strengthen our sales performance.

This internal-facing role emphasizes data accuracy, report creation, and identifying insights that improve execution. It does not involve direct customer interaction or commission-based sales. Willingness to learn the business and become a SME in Salesforce will drive success.

Qualifications

• Strong Excel skills (pivot tables, formulas, VLOOKUP/XLOOKUP) and basic data analysis.
• 1–3 years experience in reporting, operations, administrative, or data support roles.
• Comfortable learning and working in CRM systems (Salesforce experience preferred).
• Fluent in English, verbally and written.

Responsibilities

• Build and maintain recurring reports using Excel (pivot tables, formulas, lookups).
• Manage data integrity and workflows within Salesforce CRM.
• Pull, clean, and organize data into clear, readable formats for leadership.
• Create dashboards and spreadsheets that improve visibility and accountability.
• Conduct research to identify potential customers and market opportunities.
• Identify trends and recommend process improvements.
• Support reporting and performance tracking across all sales segments and branches.
• Ensure accurate data flow in and between systems.

Skills

Excel

Data reporting

CRM data management

Salesforce

Research

Tools

Salesforce

Job description

On Site Companies is seeking a detail-oriented, Excel-driven professional to support the Director of Sales with reporting, CRM data management in Salesforce, and research initiatives that strengthen our sales performance.

This internal-facing role emphasizes data accuracy, report creation, and identifying insights that improve execution. It does not involve direct customer interaction or commission-based sales. Willingness to learn the business and become a SME in Salesforce will drive success.