Sales Analyst

Role Purpose

The purpose of the Sales Assistant role is to provide critical analytical and operational support to the sales team by ensuring the accuracy and consistency of sales data, delivering actionable insights, and enhancing the efficiency of sales processes. This role plays a vital part in maintaining CRM data integrity, preparing detailed performance reports, and supporting the development of customer proposals to drive business growth. By collaborating with cross-functional teams and streamlining administrative tasks, the Sales Assistant ensures the sales function operates effectively and aligns with organizational objectives.

Key Responsibilities

• Collect, verify, and validate sales data across systems to ensure accuracy and consistency, interpreting large datasets to identify trends, discrepancies, and key performance indicators (KPIs).
• Collaborate with operations, finance, and sales teams to align sales objectives with customer requirements and provide analytical support for strategic initiatives
• Maintain and audit customer and sales data within the CRM system to ensure accuracy and completeness, while developing custom reports and dashboards to track performance metrics.
• Identify opportunities to improve sales processes, streamline workflows, and develop advanced Excel tools, such as pivot tables, macros, and formulas, to automate routine tasks.
• Support administrative tasks, including scheduling meetings, coordinating follow-ups on sales leads, and preparing sales presentations and materials for the Vice President and sales team.

Knowledge & Qualifications

• The successful applicant must acquire Transport Canada Security Clearance.
• Bachelor's degree in Business Administration, Logistics, Supply Chain, Data Analytics, or a related field.
• 2-4 years of experience in sales analysis, preferably within the logistics or supply chain industry.
• Advanced proficiency in Microsoft Excel, including pivot tables, VLOOKUP, macros, and data modeling.
• Strong analytical and problem-solving skills, with a keen eye for detail.
• Ability to work with large datasets and perform complex analyses.
• Experience with CRM tools (e.g., Microsoft Dynamics) and data visualization software (e.g., Power BI) is an asset.
• Excellent verbal and written communication skills, with the ability to present data insights clearly.
• Knowledge of contract logistics, supply chain, and warehouse management systems (WMS) is highly desirable.
• Fluent in English.
• Previous Canadian work experience or experience working directly with Canadian industries.