Sales Planning & Insights Strategist

Williams Distributing; Grand Rapids (MI); On-site; USD 80,000 - 105,000; Full time

Job summary

Williams Distributing seeks a Sales Planning Manager to bolster sales planning and business management through data analysis, reporting, and project coordination. You will support management decision-making with timely, accurate information across Sales, Marketing, Operations, Purchasing, Finance, Branch Management, and Daikin corporate stakeholders.

The role emphasizes data gathering, validation, and dashboards to enable sales productivity and operational efficiency.

Qualifications

• 3–6 years of experience in business analysis, sales operations, inventory planning, or related analytical roles.
• Experience with Excel in a professional environment is required; Power BI, SQL, ERP systems, or reporting platforms preferred.
• Bachelor's degree or equivalent combinations of education and experience may be considered.
• Strong communication and cross-functional collaboration skills.

Responsibilities

• Prepare and maintain recurring sales, margin, inventory, profitability, and product performance reports.
• Report product sales and forecasts to Corporate.
• Conduct market analysis in coordination with sales teams.
• Collect, validate, organize, and reconcile data from ERP, sales reporting, inventory, pricing, and other systems.
• Aggregate external market intelligence from industry associations and third-party sources.
• Analyze sales trends, customer activity, product performance, and program adoption.
• Assist with annual budget development and forecast updates.
• Support pricing, rebate, and margin analysis with data-driven insights.
• Maintain dashboards, KPI reports, and standardized reporting tools.
• Track strategic product and growth initiatives and other priorities.
• Assist with quote tracking, win-rate analysis, and account segmentation.
• Conduct inventory analysis and identify branch-balancing opportunities.
• Prepare presentations and business summaries for leadership and vendor meetings.

Skills

Sales analytics

Data analysis

Forecasting

Excel

Power BI

SQL

ERP (P21)

CRM tools

Reporting

Education

Bachelor's Degree in Business Administration, Finance, Economics, Accounting, Data Analytics, Supply Chain, Marketing

Tools

Power BI

SQL

ERP systems (P21)

CRM tools

Job description

Williams Distributing seeks a Sales Planning Manager to bolster sales planning and business management through data analysis, reporting, and project coordination. You will support management decision-making with timely, accurate information across Sales, Marketing, Operations, Purchasing, Finance, Branch Management, and Daikin corporate stakeholders.

The role emphasizes data gathering, validation, and dashboards to enable sales productivity and operational efficiency.