Data Analysis and Strategy Development: Manage all aspects of data related to orders.
Synthesize multiple sources of information to develop an understanding of regional opportunities and performance.
Analyze sales data and market trends, to identify opportunities for growth and areas for improvement.
Perform high-volume, detailed data entry into CRM, ERP, and reporting systems with a strong focus on accuracy and consistency.
Document status of sales opportunities.
Regularly review funnels and clean up, analyze gaps and offer guidance to sales representatives.
Process all requests for Siemens-specific data (install bases, EOS systems, XR-29 letters), trades, and change orders.
Update and maintain customer data in Shareville and CRM.
Maintain job backlog report containing equipment, margin, and installation costs.
Do necessary investigative work to solve report errors/omissions and discrepancies in the data.
Collaborate across regions with other Sales Data Strategists for consistent documentation and reporting.
Work closely with sales, marketing, operations and finance to ensure alignment between sales strategies and business objectives.
Responsible for maintaining ongoing contact with regional sales team regarding status of sales opportunities and making necessary updates.
Assist in improving efficiency, including the utilization of CRM tools for tracking sales activities and forecasting.
Develop and run reports for Sales, Service, and Marketing teams when requested.
Find duplicate and inaccurate account information in Dynamics CRM and GP Systems.
Research customer websites and/or healthcare facility databases for correct information.
Perform customer order review and process sales orders with OEM, including reviewing all quotes for any applicable below the line costs.
Assemble and maintain all documentation in job folders to include: project metric, job checklist, customer purchase order and/or signed quotation, invoices, and correspondence.
Serve as a central point of accountability for sales documentation completeness prior to order submission.

Requirements

Strong ability to analyze complex data sets and derive actionable insights.
Clear and professional communication with sales teams, customers, and vendors (both written and verbal).
Managing multiple tasks, prioritizing deadlines, and keeping records organized.
Requires proficiency in Microsoft Office, spreadsheets, and a CRM database.
An understanding of the sales cycle process, forecasting, and tools used to assist the stages of the sales cycle process.
Ability to act independently, use critical thinking
Able to identify issues in processes and find practical solutions quickly.

Benefits

401(k) retirement plan with company match
Excellent vacation policy, including paid family leave, paid holidays
Comprehensive and affordable insurance package including medical, dental, vision
Company paid: short-term disability, long-term disability, and life insurance/AD&D
Education assistance
On-site workout facility
Free snacks and drinks in corporate kitchen

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills

data analysisdata entrysales forecastingreportingdata synthesisCRM proficiencyERP proficiencydata accuracydata discrepancy resolutionsales order processing

Soft skills

analytical skillscommunication skillsorganizational skillstime managementcritical thinkingproblem-solvingcollaborationindependenceprioritizationattention to detail