Sales Analyst

Description

Position Summary

We are seeking a detail-oriented and analytical Sales Analyst to support a North American Strategic Accounts team within a global organization. This position will focus on sales performance reporting, data analysis, customer program administration, and contract compliance.

The ideal candidate will have strong Excel skills, experience working with large datasets, and the ability to manage recurring reporting requirements across multiple systems. This role requires excellent organizational skills, accuracy, and the ability to collaborate with sales, finance, operations, and leadership teams.

Key Responsibilities

• Prepare and maintain recurring sales, revenue, and customer program reports.

• Analyze sales and operational data to identify trends, discrepancies, and business insights.

• Validate and reconcile data to ensure accuracy and consistency across reporting systems.

• Manage weekly, monthly, quarterly, and annual reporting schedules and deliverables.

• Maintain dashboards, reporting trackers, customer records, and process documentation.

• Update and maintain account, opportunity, and sales-order information within CRM and ERP systems, including Salesforce and SAP.

• Research and resolve reporting discrepancies, data inquiries, and exceptions.

• Prepare customer fee, rebate, and contract-compliance reports and submissions.

• Administer customer portals, cooperative purchasing programs, and Group Purchasing Organization (GPO) records.

• Maintain executed customer agreements, NDAs, contract summaries, and supporting documentation.

• Coordinate with sales, finance, operations, and leadership teams to gather and verify information.

• Ensure confidential customer and financial information is handled appropriately.

• Identify opportunities to improve reporting processes, data quality, and operational efficiency.

• Provide additional analytical and administrative support as needed.

Requirements

Required Qualifications

• High school diploma or GED.

• Minimum of 5 years of experience in sales support or a related role.

• Valid driver's license.

• Strong analytical, organizational, and problem-solving skills.

• Excellent attention to detail and ability to manage multiple deadlines.

• Strong communication skills and ability to collaborate across departments.

• Remote – EST or CST only

Preferred Qualifications

• Advanced Microsoft Excel skills, including VLOOKUP/XLOOKUP, filtering, data reconciliation, and large dataset management.

• Experience preparing recurring sales, operational, or financial reports.

• Experience with Salesforce, SAP/S4HANA, or other CRM/ERP systems.

• Experience maintaining CRM/ERP records and reconciling information across multiple systems.

• Familiarity with business intelligence tools, reporting dashboards, and data analysis.

• Experience managing customer portals, master data, and controlled document repositories.

• Proficiency with Microsoft Teams, SharePoint, and Microsoft Office.

• Experience with fee, rebate, contract-compliance, or GPO reporting.

• Ability to investigate data discrepancies and maintain accurate supporting documentation.

• Experience handling confidential customer, sales, and financial information.

• Ability to manage recurring reporting deliverables while following established procedures.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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