Senior Sales Operations Analyst

Pinnacle Sales Group; Haines City (FL); On-site; USD 70,000 - 100,000; Full time

Job summary

Pinnacle Sales Group is seeking a highly analytical Senior Sales Operations Analyst to support our sales organization and drive profitable growth across our premium appliance and outdoor living brands. You will oversee pricing and margins, sales analysis, product data, and manufacturer programs, turning data trends into clear recommendations for leadership and the sales team.

This role requires strong Excel and ERP experience, cross-functional collaboration, and the ability to forecast, report,

Qualifications

• Bachelor’s degree in business, finance, marketing, economics, or related field or equivalent experience.
• 3+ years in sales operations, pricing, product administration, or related role.
• Strong grasp of gross margin, pricing, and profitability.
• Advanced Excel skills (PivotTables, VLOOKUP, complex formulas).
• Experience with ERP or CRM systems.
• Excellent attention to detail and communication.

Responsibilities

• Analyze monthly sales by brand, category, customer, territory, and sales representative; deliver summaries to sales managers and leadership.
• Identify trends, risks, and underperformance to recommend ways to grow sales with brands and product categories.
• Develop recurring sales and profitability reporting for leadership.
• Translate data into actionable recommendations for the sales organization.
• Evaluate and create sales initiatives, promotions, and pricing strategies.
• Forecast sales and product volume and support budgeting and sales planning.
• Perform ad hoc analysis to support strategic decisions.
• Develop and manage customer pricing and margins for all products, brands, and programs.
• Implement manufacturer cost and price changes accurately and on schedule; through software and data updates.
• Manage the product data through ERP and external third-party software systems.
• Assist leadership with pricing strategy and margin improvement initiatives.
• Create and manage the administration of manufacturer promotions, consumer rebates, dealer programs, and other sales incentives.
• Coordinate program details internally to ensure accurate communication and execution.
• Ensure pricing and promotional programs are properly reflected within company systems.
• Track promotional performance and evaluate effectiveness and return on investment.
• Manage the setup and the maintenance of products within the company’s ERP system, including new products and discontinued items.
• Identify and correct discrepancies within product, pricing, and customer data.
• Develop processes and controls that improve data quality and reduce errors.
• Manage the data flow of information to and from customers through EDI and API integration.
• Work cross-functionally with Sales, Operations, Finance, Marketing, and Purchasing to ensure accurate commercial information.
• Manage the project quote process and the Project Specialist seat.
• Work with Outside Sales Team to gather information to pursue large quote opportunities.
• Oversee the job quotes and supporting collateral using margin analysis.
• Follow up on open quotes, track conversion rate quarterly, and manage won projects from order through shipment and installation.
• Develop SOPs, reporting tools, and processes that improve the organization’s efficiency and visibility into sales performance and profitability.
• Lead cross-functional projects with Sales, Operations, Finance, Marketing, and Purchasing.
• Serve as a key analytical resource for sales leadership.
• Assist with special and strategic projects as needed.
• Work with the Marketing Team to create collateral and sales material for programs

Skills

Analytical mindset

Detail oriented

Problem solving

Communication skills

Education

Bachelor’s degree in business/related field

Tools

Power BI

Excel

PivotTables

VLOOKUP

ERP systems

CRM systems

Job description

COMPANY DESCRIPTON: For over 45 years, Pinnacle Sales Group has represented premier appliance, kitchen, plumbing, and outdoor living brands across key U.S. markets. What makes Pinnacle different is our commitment to partnership, professionalism, integrity, responsiveness, and delivering an outstanding experience for both our customers and our team.

We are seeking a highly analytical and detail-oriented Senior Sales Operations Analyst to support our sales organization and help drive profitable growth across our portfolio of premium appliance and outdoor living brands.

ROLE DESCRIPTION:

The Senior Sales Operations Analyst will oversee pricing and margins, sales analysis, product data, and sales and manufacturer programs. This person goes beyond producing reports: they find the trends, risks, and opportunities in the data and turn them into clear recommendations for leadership and the sales team.

RESPONSIBLTIES:

Sales Analysis and Forecasting

• Analyze monthly sales by brand, product category, customer, territory, and sales representative; deliver summaries to sales managers and leadership.
• Identify trends, risks, and underperformance to recommend ways to grow sales with brands and product categories.
• Develop recurring sales and profitability reporting for leadership.
• Translate data into actionable recommendations for the sales organization.
• Evaluate and create sales initiatives, promotions, and pricing strategies.
• Forecast sales and product volume and support budgeting and sales planning.
• Perform ad hoc analysis to support strategic decisions.

Pricing and Profitability Management

• Develop and manage customer pricing and margins for all products, brands, and programs.
• Implement manufacturer cost and price changes accurately and on schedule; through software and data updates.
• Manage the product data through ERP and external third-party software systems.
• Assist leadership with pricing strategy and margin improvement initiatives.

Sales and Manufacturer Programs

• Create and manage the administration of manufacturer promotions, consumer rebates, dealer programs, and other sales incentives.
• Coordinate program details internally to ensure accurate communication and execution.
• Ensure pricing and promotional programs are properly reflected within company systems.
• Track promotional performance and evaluate effectiveness and return on investment.

Product Management and Data

• Manage the setup and the maintenance of products within the company’s ERP system, including new products and discontinued items.
• Identify and correct discrepancies within product, pricing, and customer data.
• Develop processes and controls that improve data quality and reduce errors.
• Manage the data flow of information to and from customers through EDI and API integration.
• Work cross-functionally with Sales, Operations, Finance, Marketing, and Purchasing to ensure accurate commercial information.

Job Quotes and Project Management

• Manage the project quote process and the Project Specialist seat.
• Work with Outside Sales Team to gather information to pursue large quote opportunities.
• Oversee the job quotes and supporting collateral using margin analysis.
• Follow up on open quotes, track conversion rate quarterly, and manage won projects from order through shipment and installation.

Process Improvement and Special Projects

• Develop SOPs, reporting tools, and processes that improve the organization’s efficiency and visibility into sales performance and profitability.
• Lead cross-functional projects with Sales, Operations, Finance, Marketing, and Purchasing.
• Serve as a key analytical resource for sales leadership.
• Assist with special and strategic projects as needed.

Other Duties

• Work with the Marketing Team to create collateral and sales material for programs

QUALIFICATIONS:

Required:

• Bachelor’s degree in Business, Finance, Marketing, Economics, or a related field, or equivalent experience.
• 3+ years in sales operations, pricing, product administration, commercial analytics, or a similar a role.
• Solid grasp of gross margin, pricing, and profitability.
• Strong Microsoft Office skills and Advanced Excel (PivotTables, VLOOKUP, complex formulas) skills.
• Experience with ERP or CRM systems.
• Strong attention to detail, problem-solving, and critical thinking.
• Ability to manage multiple priorities and deadlines under pressure.
• Clear written and verbal communication, professional attitude, and reliability.

Preferred:

• Power BI, Power Query, or similar BI tools.
• Experience in distribution, manufacturing, building products, or appliances.
• Experience managing complex pricing structures or manufacturer/dealer programs.

Tagged as: Excel, Forecasting, Power BI, Project Management