Sales Analyst

Overview

We are seeking a detail-oriented and analytical Sales Analyst to support data-driven decision-making within our Industrial Equipment Manufacturing business. This role plays a critical part in optimizing sales performance through insightful reporting, CRM data management, and market analysis.

Responsibilities

• Develop, maintain, and enhance sales dashboards and reports to track KPIs, pipeline health, and revenue performance.

• Analyze sales data to identify trends, gaps, and opportunities for growth.

• Provide regular and ad hoc reporting to sales leadership and cross-functional teams.

• Ensure data accuracy, consistency, and integrity across reporting systems.

• Serve as a key user and subject-matter expert for the company’s CRM platform (e.g., Dynamics 365, Salesforce).

• Maintain data quality, enforce standards, and support user adoption across sales teams.

• Partner with sales, marketing, and IT teams to improve CRM workflows, automation, and functionality.

• Identify opportunities to expand CRM capabilities and contribute to system enhancements, configuration, and optimization.

• Conduct market research and competitive analysis specific to the industrial equipment manufacturing industry.

• Analyze customer segments, purchasing trends, and geographic performance to support strategic planning.

• Provide insights into pricing, demand trends, and market dynamics.

• Support forecasting and long-range planning initiatives.

• Aid in sales forecasting, territory planning, and quota setting.

• Assist with pricing analysis and margin improvement initiatives.

• Collaborate with finance, operations, and marketing to align data and insights.

• Document processes and contribute to continuous improvement initiatives.

Qualifications

• Bachelor’s degree in Business, Finance, Economics, Data Analytics, or related field.

• 3+ years of experience in a Sales Analyst, Business Analyst, or similar role.

• Hands-on experience with CRM systems (e.g., Salesforce, Microsoft Dynamics 365, or equivalent).

• Strong analytical and quantitative skills with proficiency in Excel and data analysis tools.

• Experience creating reports and dashboards (Power BI, Tableau, or similar).

• Excellent communication skills with the ability to translate data into actionable insights.

Prior Experience

• Preferred experience in industrial equipment manufacturing or related B2B industries.

• Demonstrated interest or experience in CRM development, configuration, or optimization.

• Knowledge of sales processes including pipeline management, forecasting, and territory planning.

• SQL or other data querying experience.

• Familiarity with ERP systems and integration with CRM platforms.

Key Competencies

• Data-driven mindset with strong attention to detail.

• Proactive problem-solving and continuous improvement orientation.

• Ability to work cross-functionally with sales, IT, and leadership teams.

• Strong organizational and project management skills.

• Curiosity and interest in evolving CRM tools and technologies.