Customer File Analyst

Job Summary

Responsibilities

• Crossmatching: Assists RDMs with collecting, organizing, and analyzing the customer’s crossmatch file. Utilizes hardware product knowledge to ensure accurate SKU substitution and category alignment during the pre-visit.
• Works with Point-of-Sale providers to collect customer data and coordinate conversion implementation dates and training sessions.
• Strategic Planning: Formats and analyzes crossmatch files to identify core Focused Assortment Planning opportunities, ensuring the suggested product mix aligns with local hardware market trends.
• Planogram Integration: Collaborates with the merchandising team to align conversion files with Orgill Planograms (POGs).
• Space Management: Assists RDMs in identifying Smart Start opportunities by mapping existing store layouts to optimized planogram sets, ensuring a seamless physical transition during the reset.
• Project Implementation: Assists with file manipulation and on-site visual merchandising guidance for Dealer Account conversion projects.
• Financial Reconciliation: Assists with the reconciliation of buyback and opening order data post-conversion to secure buyback funds efficiently.
• Market Support: Assists with preparation, set up, and event participation for Orgill’s semi-annual Dealer Markets, including merchandising model store displays.
• Communication: Regularly updates sales and field teams regarding the status of pending POS conversions and merchandising resets.

Requirements

• Bachelor's degree or equivalent experience in Retail Management, Data Analytics, or a related field.
• Prior experience with retail planogram software (e.g., JDA, Apollo, or Spaceman) or 2+ years of experience in hardware retail merchandising is highly preferred.
• Working knowledge of Microsoft Office (Word, Advanced Excel, Access, and Outlook).

Qualifications

• Strong knowledge of hardware categories (e.g., Tools, Plumbing, Electrical, Paint) to identify logical product adjacencies and substitutions.
• Analytical Reasoning: Using logic to identify strengths and weaknesses of alternative solutions or approaches to complex inventory conversions.
• Time Management: Aptitude to establish priorities, meet deadlines, and manage multiple conversion projects simultaneously with limited supervision.
• Information Synthesis: Competence to combine disparate data points—such as POS history and planogram requirements—to form a cohesive opening stock order.
• Ability to explain technical data and merchandising layouts to both corporate teams and retail store owners.

Skills

• Merchandising Logic: Ability to interpret planograms and floor plans to maximize sales per square foot during a brand conversion.
• Industry Expertise: Strong knowledge of hardware categories (e.g., Tools, Plumbing, Electrical, Paint) to identify logical product adjacencies and substitutions.
• Information Synthesis: Competence to combine disparate data points—such as POS history and planogram requirements—to form a cohesive opening stock order.
• Communication: Ability to explain technical data and merchandising layouts to both corporate teams and retail store owners.

Benefits

• Regular on-site, in-person attendance is required.
• Travel: Requires travel as deemed necessary (up to 25%).

Pay

TBD

Schedule

Regular on-site, in-person attendance is required.