Sales Manager overseeing a team of Financial Services Consultants at Sun Life. Driving client relationships and financial service excellence in Group Retirement Services.
About the role
- Sales Analyst at Rinnai responsible for analyzing sales and market trends. Collaborating with Sales, Marketing, and Product Management for reporting and process improvements.
Responsibilities
- Publish monthly performance reporting.
- Perform analysis of monthly and quarterly performance reporting.
- Document process and streamline where applicable.
- Interface with Product Management regarding pricing structure and updates to List Price.
- Update ERP (Syteline/CSI) with changes and updates (item pricing and matrix).
- Manage Market Pricing Programs.
- Work with internal groups to automate current manual reporting.
- Streamline and document current processes.
- Monthly Market Share reporting.
- Develop and maintain Power BI reports and Salesforce dashboards that provide actionable insights to stakeholders.
- Collaborate with cross-functional teams to understand data requirements and sources.
- Analyze data trends, patterns, and anomalies to identify opportunities and areas for improvement.
- Represent the team in various cross functional work streams and ad hoc analytical projects.
- Execution of payments for pro/contractor and builder rebates.
- Manage Job Quotes and distribution to sales team.
- Support the testing, analysis, and reporting function in projects across multiple functional areas of the business, including Marketing, Pricing, Sales, Operations, and others.
- Other duties and responsibilities as required.
Requirements
- Bachelor’s degree in finance or accounting and/or equivalent work-related experience
- Experience in applying sound business judgment when developing responses to sales opportunities and/or resolving contract issues
- Accurate, able to maintain confidentiality and build trust with employees.
- High attention to detail and accuracy.
- Advanced user of Microsoft products including Word, Excel, Outlook, and Power BI, SharePoint, Teams.
- Advanced user of Salesforce.
- Advanced user of Service Now.
- Analytical, flexible, and able to adjust and learn new processes and procedures.
- Demonstrated ability to work independently.
- Data skills – Aggregating, Managing, and Maintaining of data structures.
- Ability to interface effectively with internal and external customers.
- Excellent written and verbal communication skills.
- Excellent problem solving and interpersonal skills.
Benefits
- Best-in-class health benefit programs that provide eligibility on 1st day of employment
- 401k match
- Paid Volunteer Community Service Day
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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