Overview:
* The Sales Excellence Analyst (SEA) will be responsible for day-to-day activities that provide support, improve processes, reporting (Sales, Marketing & Services), coaching and develop teams by utilizing the CRM system.
* The SEA will also have an integral part of reporting, with a focus on developing, maintaining, and optimizing reporting to ensure accurate, timely and actionable insights for stakeholders.
* SEA will also serve as a key source for data analysis, report generation, and template design, supporting various teams in achieving their strategic objectives through robust data management and presentation.
* Some templates include but are not limited to, Forecasting, Dashboard (CRM and/or PowerBI), PowerPoint templates (updating/maintaining).
* SEA will also be responsible for finding and identifying leads through a variety of resources.
* This role requires a desire to stay on the cutting edge of technology, research, and present findings to help business goals, with emphasis on CRM and prospect list building.
* You will report directly to the Sales Transformation & Excellence Director and will be part of the sales excellence organization.
Key Responsibilities:
* Ensure effective and efficient use of Microsoft Dynamics (CRM) across Graitec North America (Sales, Marketing and Services).
* Serve as strategic partner to drive adoption, ongoing training, support, and engagement in CRM.
* Dashboard Development: Design and build interactive and visually appealing dashboards and reports using Power BI, ensuring usability, scalability, and performance optimization.
* Provide front-end user support by addressing day-to-day requests and develop documentation and training to support usability and adoption.
* Develops new reports and maintains/enhances existing reports in CRM and/or Microsoft PowerBI.
* Gather data using CRM and other data-mining techniques.
* Assists data enrichment projects by leveraging third-party data providers.
* Compiling prospect lists and performing preliminary research utilizing on-line resource tools.
* Providing support and assistance across all go to market teams (sales, marketing & services) with data reporting and processes.
* Assist with lead creation with use of external data mining.
* Perform various data entry and other administrative duties
Qualifications:
* 2+ years in Sales Operations with proven track record of process implementation and problem solving.
* 1+ years experience with CRM, Microsoft Dynamics preferred (building queries, dashboards, process documentation)
* Experience managing projects that work with multiple stakeholders and departments.
* Strong analytical & critical thinking ability.
* Expert in Microsoft Office suite, particularly Microsoft Excel advanced.
* Proficient with Microsoft PowerBi.
* Ability to effectively prioritize and execute tasks while under pressure.
* Experience working in a team-oriented, collaborative environment.
* Excellent written and verbal communication, ability to explain highly complex concepts in simple terms.
* Ability to effectively communicate with Executive Leadership team.
* Fluent in English & French.
* Excellent written and verbal communication with the ability to explain highly complex concepts in simple terms.
* Ability to effectively communicate with Executive Leadership Team
* Fluent in English and French
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