Automation Technician I

Responsibilities

• Develop executive dashboards and KPI reporting using Power BI, Salesforce, and Excel.
• Analyze revenue, margin, customer profitability, pricing performance, and sales productivity.
• Build forecasting models and monitor pipeline health.
• Perform win/loss analysis and identify commercial growth opportunities.
• Develop automated reporting to reduce manual effort and improve decision-making.
• Support Quarterly Business Reviews (QBRs) and executive leadership presentations.
• Identify trends and provide recommendations to improve commercial effectiveness.
• Maintain data quality across CRM and reporting systems.
• Own weekly pipeline reporting and sales forecasting processes.
• Support territory planning, quota management, and sales process improvements.
• Coordinate cross-functional commercial initiatives across Sales, Pricing, Finance, Marketing, and Operations.

Qualifications

Bachelor’s degree in Business, Finance, Analytics, Economics, Supply Chain, or related field preferred. 5 years’ experience in sales operations, commercial analytics, business intelligence, or related experience. Knowledge of pricing analytics, forecasting, and customer profitability preferred. Experience supporting enterprise sales organizations preferred.

Requirements

• Experience with CRMs and sales reporting (Salesforce.com, MS Dynamics or similar CRM platforms).
• Advanced Microsoft Excel skills (pivot tables, Power Query, complex formulas).
• Experience building dashboards (Power BI, Tableau or similar BI platforms).
• Strong analytical, problem-solving, and executive presentation skills.

Physical demands are consistent with professional office setting. Regular sitting at workstation for 75-100% of the work shift. Travel required.

Benefits

• Competitive Pay
• Bonus Programs
• Retirement Savings - 401k with company match
• Medical, Dental, Vision, Well-being programs
• FSA