Sales Analyst - Need strong Excel skills (pivot tables, VLOOKUP)

Connexion
Weymouth, MA

Connexion’s mission is to provide "best in class" services to job seekers. We strive to achieve excellence in job placement, staffing, and recruiting services, while treating candidates with the professionalism and respect they deserve.

** Job Title: Sales Analyst

**Location: Weymouth, MA 02188 (100% Onsite)

**Schedule:

**Monday-Friday 7:30am-4:15pm TOP SKILL:#1: STRONG MS Excel Skills

  • Pivot Tables

  • Dataviews: Looking for someone who can pull the data from Syteline (ERP System) and create a report in MS Excel from it.

  • The VP is currently the only one able to do this, and they need to have someone else who can learn to do it and be able to when he's not around.

Does NOT need to have customer service/product quoting experience, but looking for someone with data analysis experience. Notes:

  • ** TOP PRIORITY

    : MUST

    **have excellent Microsoft Excel skills (pivot tables, look up tables, merge data sets, graph data, input formulas, format reports, using macros, etc.). Experience with creating & using macros is a plus.

  • Soft Skills: Looking for a confident, direct communicator who can stay focused and work well with senior leadership.

  • Looking for someone detail-oriented with strong data analysis skills.

  • A bachelor’s degree is NOT required.

SUMMARY OF RESPONSIBILITIES: Reporting to the National Sales Manager, the Sales Analyst will provide support to the General Manager and the National Sales Manager. This position will provide reports to management in support of day-to-day operations, data for monthly and quarterly business reviews, and provide support to the management for strategic plans, budgeting, and analysis on an as-needed basis. Each week this position will be responsible to summarize bookings and sales activities for inclusion in the Business Unit’s weekly activity report. The analyst shall also be responsible for updating information on the Business Unit’s website and maintaining ISO procedure documents related to Customer Service Representative duties. ESSENTIAL RESPONSIBILITIES:

  • Provide direct support quoting product and entering orders for an assigned territory or group of customers.

  • Write a weekly summary of sales department performance for inclusion in the Business Unit’s weekly activity report.

  • Retrieve, compile and format data for monthly and quarterly business reviews and provide as-needed support to management for strategic plans and annual budgeting.

  • Write and edit ISO procedures recording key order entry and customer lookup activities of the sales department.

  • Monitor customer portals and on-line bid boards for quotes and orders, including GovGistics, InfoWeb Requests, customer portals and EDI links.

  • Monitor Business Unit’s website requests and forward as appropriate.

  • Generate gross margin analysis (GMA) reports for key customers and the products they purchase. Merge data for multi-site customers into a single gross margin analysis report.

  • Update content on business unit’s website as needed.

  • Utilize the company ERP system to create custom data view reports.

  • Assist with the organization of meetings such as the sales representative training and quarterly sales meetings.

  • Assist in the maintenance and updating of company literature.

  • Track outside sales activities such as trade shows and travel calendar.

  • Organize the customer contact database and execution of mass marketing communications.

  • Provide support in the implementation and maintenance of a Customer Relationship Management (CRM) system.

  • Maintain quote tracking system, customer-initiated supplier performance reports, sales leads, point of sales reports and other sales monitoring programs as assigned.

  • Subject matter expert (SME) for questionnaires sent to sales representatives and customers utilizing services such as Survey Monkey.

** SECONDARY RESPONSIBILITIES:

**

  • Provide assistance to other departments and functions as required.

** DESIRABLE QUALIFICATIONS:

**

  • Bachelor’s Degree and experience as a Customer Service Representative or Inside Sales Representative.

  • Advanced Microsoft Excel skills: Pivot Tables, Lookup Tables, ability to merge multiple data sets, graph data, input formulas, format reports, and use macros.

  • Some basic knowledge of writing or recording custom macros is a plus.

  • Experience working with ERP systems.

  • Experience modifying ERP reports or creating custom Data Views is a plus.

  • Knowledge of ISO procedures and experience writing/editing Sales Department procedures.

  • Intermediate business math skills necessary to create spreadsheets to calculate gross margin, percentage increase, averages, minimums, and selective totals of a data sets.

  • Strong written communication skills and ability to write weekly/monthly status reports.

  • Working knowledge of Microsoft Office applications including Word and PowerPoint.

You should be proficient in:

  • Data Analysis and Manipulation
  • Microsoft Excel
Posted 2025-12-02

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