Sales Analyst OPTIMAL

Optimal provides highly automated supply chain services, along with result-driven capabilities targeted at reducing customers’ operating and sales expenses. Optimal's business units support a "lower cost to serve" option for the healthcare industry. We provide distribution, contracting and logistics solutions for both domestic US and international markets. We deliver products, contracting services and sales support throughout the United States. Headquartered in Houston, Texas, Optimal’s mission is to reduce the cost of healthcare by providing efficient supply chain solutions. 

Job Summary

The Sales Analyst is responsible for the collection, analysis, and reporting of sales-related data to the Vice President of Sales to increase overall sales productivity and maximize ROI. They will create custom reports for analysis of product and sales activity, and work with the sales team to provide sales data support for initiating customer and vendor campaigns. This position will assist in the development of standardized tools, methodologies, and various business processes for refining operational efficiency. The Sales Analyst will play a critical role in the enhancement and improvement of top-line sales, profit margins, and business decision-making.

Essential Job Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Collect, analyze, evaluate, and report sales data to increase sales productivity.
• Use various reporting tools to identify areas for improved profitability.
• Develop new business opportunities through analysis of customer demand files and vendor offerings.
• Manage and monitor the Contribution Margin program to ensure milestones are accomplished for all business units.
• Provide sales direction regarding sales patterns, trends, and future purchases to drive business decisions.
• Work with the sales team to incorporate sales forecasts into daily/weekly/monthly reports.
• Transform internal/customer/vendor portals; extract and reduce sales data into dashboard report structure.

• Evaluate third-party data to determine best practices for company success.
• Communicate sales reporting and forecasting to Management.
• Follow up with internal stakeholders to drive clarity of sales decisions and expectations.
• Generate ad hoc reporting for Sales, Marketing, Finance, Accounting, and Operations.

Supervisory Responsibilities

This position has no supervisory responsibilities.

Required Education

Bachelor’s degree ideally in business administration, finance, or marketing; or three to five years related experience and/or training; or equivalent combination of education and experience.

Required Experience

3+ years in a business setting preferably as an analyst or similar position.

Required Licenses and Certifications

N/A

Required Knowledge, Skills, and Abilities

• Analytical and problem-solving skills with aptitude for learning new technology.
• Expert knowledge of Excel.
• Advanced knowledge of Microsoft Office Suite (Access, Word and PowerPoint).
• Detail-oriented with strength in high-level statistical and data analysis.
• Strong interpersonal skills with the ability to build and maintain professional relationships.
• Ability to coordinate and manage simultaneous data analysis requests.
• Enjoys working independently as well as within a team environment.
• Desire to work in a dynamic, entrepreneurial, and growing company.

Preferred Qualifications

• ERP experience in Oracle NetSuite.
• Business Intelligence experience with Tableau or Microsoft Power BI.
• Comfortable with coding and Java, C++, SQL, C#, and HTML experience.

Financial Responsibilities

Budget Responsibilities

Languages

Travel

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

While performing the duties of this job the employee is regularly required to work standing up, walk, use hands to operate tools and equipment and must be able to exert regularly up to 10 pounds of force, frequently exert 30 pounds of force and occasionally exert 50 pounds of force to constantly perform the essential job functions. The employee will be frequently required to reach with hands and arms, bend, balance, kneel, crouch, crawl, push, and pull. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception and ability to adjust focus.

Environmental Conditions

Inside: The employee is subject to environmental conditions, protection from weather conditions but not necessarily from temperature changes. The worker is subject to noise; there may be sufficient noise to cause the worker to shout in order to be heard above ambient noise level.

Physical/Environmental Activities

Please indicate with an X the frequency for the activities that apply to the essential functions of the job based on the chart below. Please select Not Required for physical demands that aren’t essential to job performance.

We are an Equal Opportunity/Protected Veteran/Disabled Employer committed to creating a diverse, inclusive, and equitable culture for our employees and communities.

This job description is not intended to be a complete list of all responsibilities, duties or skills required for the job and is subject to review and change at any time, with or without notice, in accordance with the needs of the company. Since no job description can detail all the duties and responsibilities that may be required from time to time in the performance of a job, duties and responsibilities that may be inherent in a job, reasonably required for its performance, or required due to the changing nature of the job shall also be considered part of the jobholder’s responsibility.