National Accounts Operations Analyst

About the role

The National Accounts Operations Analyst supports National Accounts and other administrative functions by providing analytical, operational, and customer support expertise.

Responsibilities

• Process Improvement & Operational Excellence:
  • Document administrative processes and procedures across functional areas.
  • Evaluate existing workflows and identify opportunities to improve efficiency, accuracy, and customer satisfaction.
  • Implement process improvements and support continuous improvement initiatives.
  • Collaborate cross-functionally to address evolving customer needs and operational requirements.
• Data Analysis & Reporting:
  • Conduct pricing analysis and communicate pricing recommendations and updates to stakeholders.
  • Review pricing files and customer data to identify discrepancies and prevent inaccurate information from being loaded into company systems.
  • Generate ad hoc reports, perform audits, and analyze data to support business decision-making.
  • Compile and maintain customer-related data for catalogs, rebate programs, business reviews, and pricing adjustments.
  • Develop, automate, and maintain recurring operational and customer reports on a weekly, monthly, quarterly, and annual basis.
  • Aid in the development and maintenance of dashboards and key performance indicators (KPIs) to support operational visibility and business performance.
• Customer & National Account Support:
  • Support the administration and ongoing management of assigned national accounts.
  • Coordinate customer onboarding activities, ensuring required documentation is completed and systems access is established.
  • Participate in customer onboarding meetings and provide ongoing support throughout implementation.
  • Audit customer files and account records to ensure accuracy, completeness, and compliance with company requirements.
  • Manage customer and team inboxes, prioritizing inquiries and ensuring timely resolution.
  • Collaborate with branch and field personnel to facilitate implementation of customized customer programs and service requirements.
  • Assist with research and verification activities related to customer orders and order holds.

Requirements

• High School Diploma and at least 1 year of experience in sales support, customer operations, business operations, pricing analysis, reporting, or a related analytical role.
• Strong proficiency in Microsoft Excel, including pivot tables, advanced formulas, data analysis, and reporting functions.
• Advanced proficiency in Microsoft PowerPoint, including development of customer-facing and executive-level presentations.
• Experience analyzing large datasets and identifying trends, discrepancies, and opportunities for improvement.
• Strong organizational skills with the ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Excellent verbal and written communication skills.
• Strong customer service orientation and professional business communication skills.
• Demonstrated problem-solving and critical-thinking abilities.
• Exceptional attention to detail and accuracy.
• Ability to work independently while collaborating effectively across multiple departments.
• Proficiency with Microsoft Office Suite and business systems.

Preferred Qualifications

• Bachelor’s degree in Business Administration, Analytics, Information Systems, Computer Science, or a related field and 1 year of experience in sales support, customer operations, business operations, pricing analysis, reporting, or a related analytical role.
• Experience working with National Accounts, strategic customers, or large customer programs.
• Experience with Oracle databases, including data extraction, reporting, and data manipulation.
• Experience creating dashboards and visual performance reporting.
• Familiarity with process mapping, workflow improvement, and continuous improvement methodologies.
• Experience automating recurring reports and leveraging technology to improve efficiency.
• Experience supporting cross-functional teams in a customer-facing environment.
• Working knowledge of emerging technologies, including Generative AI and business productivity tools.