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Sales Optimization Analyst

Location : Charlotte, NC
Job Type : Direct
Reference Code : HH
Hours : Full Time
Required Years of Experience : 1+ years of exp
Required Education : BS Degree in Accounting or Finance
Travel : No
Relocation : No
Industry : Accounting - Finance

Job Description :

Our client is well-known for their employee retention and satisfaction.  They offer local opportunities for growth, a great work/life balance, and the security of a financially successful multi-billion dollar HQ.  If you are looking for an organization where you can take on new challenges and have visibility to the leadership team, this is a WONDERFUL opportunity for you!  



  • Configure and maintain customer and associate data in the portfolio analytics solution.

  • Manage process for cleaning data to ensure data accuracy within portfolio analytics solution.

  • Work closely with Sales Management to align and design sales territories to increase revenue.

  • Lead Sales Management in developing a sales coverage model to distribute and focus sales resources on those accounts where the balance between sales effort and revenue is optimized

  • Identify opportunities to create new portfolios, ultimately leading to investment in resources to drive profitable growth.

  • Ability to identify segments of the customer base, based upon revenue, product mix, industries served, or other criteria important to growing the business.

  • Respond to data requests and develop accurate and timely ad hoc reports for Sales Management.

  • Analyze existing portfolios, identify opportunities for improvement, and work with sales to optimize.

  • Through analysis and research, identifies opportunities to invest in new sales assignments.

  • Continually identify portfolio management best-practices and align the Sales Management Team on those practices.

  • Conduct and coordinate financial, market, operational, and related research to support strategic pricing, discounting, and planning for the corporation.

  • Prepares analytical models to evaluate existing portfolios and modifications to portfolios.

  • Partners with compensation team to ensure appropriate timing of changes that all downstream systems receive alignment.

  • Participates in special projects and performs additional duties as required.



Required Qualifications :


  • Bachelor’s degree or equivalent work experience is required.

  • Minimum of one year financial, marketing and operational business experience is required.

  • Ability to work independently and creatively is required.

  • Advanced skills with Microsoft Office suite, especially Excel is required.   

  • Experience with Business Intelligence software is preferred. 


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