Sales Data & Reporting Specialist (Excel + Salesforce)

Onsiteco

Saint Paul (MN)

On-site

USD 34,000 - 39,000

Full time

14 days+

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Benefits offered by this job

401(k) - with an employer's match!
Health, dental, and vision insurance
Health savings account
Employee assistance program
Life insurance (at no cost to you!)
Vacation and sick time
Referral program
Tuition reimbursement

Job summary

On Site Companies in Minnesota seeks a detail-oriented, Excel-driven professional to support the Director of Sales with reporting, CRM data management in Salesforce, and research initiatives that strengthen sales performance. This internal-facing role focuses on data accuracy, report creation, and identifying insights that improve execution.

No direct customer interaction or commission-based sales; the ideal candidate enjoys spreadsheets and turning messy data into clear dashboards.

Qualifications

  • 1–3 years experience in reporting, sales, operations, administrative, or data support roles
  • Comfortable learning and working in CRM systems (Salesforce experience preferred)
  • Strong research and organizational skills
  • Clear written and verbal communication
  • Fluent in English, verbally and written (Spanish is a plus)

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 proficiency
Data analysis
CRM familiarity

Tools

Salesforce

Job description

On Site Companies in Minnesota seeks a detail-oriented, Excel-driven professional to support the Director of Sales with reporting, CRM data management in Salesforce, and research initiatives that strengthen sales performance. This internal-facing role focuses on data accuracy, report creation, and identifying insights that improve execution.

No direct customer interaction or commission-based sales; the ideal candidate enjoys spreadsheets and turning messy data into clear dashboards.

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