Sales Analyst/CRM Administrator in Boerne, Texas at EKF DIAGNOSTICS INC

SUMMARY OF POSITION:

The Sales Analyst/CRM Administrator is responsible for the efficiency, accuracy, and effectiveness of our sale Customer Relationship Management (CRM) system. This position combines data analysis, CRM ownership, and sales operations support to help drive revenue growth and maintain a fair, high performing sales environment.

ESSENTIAL FUNCTIONS, included but not limited to:

• Manages the CRM systems, analyzes performance metrics, and supports the operational needs of the sales team.
• Serves as the link between Sales and Finance ensuring data integrity, accurate forecasting, efficient territory management, and seamless CRM functionality.
• Manage and reconcile distributor sales data with CRM records to ensure consistency and accuracy.
• Maintain and analyze sales data, including quotas, and performance tracking across all territories.
• Support the design, implementation, and maintenance of sales territories to ensure equitable and effective market coverage.
• Serve as the primary administrator and point of contact for the CRM platform, including configuration, customization, and user support.
• Maintain data integrity within the CRM, ensuring all account, lead, and opportunity information is current and correctly categorized.
• Design, implement, and maintain automation workflows, including lead routing, opportunity stage progression, and task triggers to reduce administrative burden on sales representatives and streamline the sales cycle.
• Manage the full "tech stack" to support the sales lifecycle; evaluate and manage additional tools within the sales “tech stack” to improve productivity and alignment.
• Monitor system performance, data hygiene, and user adoption to ensure the CRM remains a reliable source of truth.
• Partner with Sales leadership to continuously improve CRM functionality and align system capabilities with business needs.
• Coordinate with IT to troubleshoot system issues, manage user access, and coordinate vendors as needed.
• Maintain documentation of system processes, workflows, and best practices.
• Develop and maintain real-time dashboards and analyze sales performance metrics to provide visibility into the sales pipeline for leadership and sales team.
• Generate recurring and ad hoc reports for Sales Directors, leadership teams, and customers.
• Support accurate sales forecasts by integrating CRM data, distributor sales tracings, and historical performance trends.
• Correlate distributor sales tracings with CRM data to ensure alignment and identify discrepancies or opportunities.
• Maintain and update price lists for customers and distributors, ensuring timely and accurate communication of changes.
• Assist with contract lifecycle management, including documentation, tracking renewals, expirations, and compliance requirements
• Adhere to current Good Manufacturing Practices(cGMP).
• Comply with Company policies, Quality Management System (QMS) and Standard Operation Procedure (SOPs), etc.

OTHER FUNCTIONS:

• Ensure compliance with safety regulations and procedures are implemented and followed; Maintain clean and safe work area.
• Perform other duties as assigned.

SUPERVISORY RESPONSIBILITIES:

• None.

TRAVEL:

• None.

REQUIRED QUALIFICATIONS:

• Legally authorized to work in the United States.
• Bachelor’s degree in Business, Finance, Data Analytics, Information Systems, or a related field.
• Minimum of two (2) years of experience in sales operations, CRM administration, sales analytics, or a similar role.
• Experience administering CRM platforms (Creatio, Salesforce, HubSpot, or similar).
• Strong proficiency in Microsoft Excel (pivot tables, formulas, data analysis).
• Proven ability to translate complex data sets into actionable business insights.
• Experience with sales forecasting methodologies and pipeline analytics.

PREFERRED QUALIFICATIONS:

• Experience with BI tools (e.g., Power BI, Tableau).
• Experience with sales compensation, pricing, or territory management is a plus.
• Familiarity with sales compensation structures and territory planning tools is a plus.

BASIC SKILLS AND ABILITIES:

• Project a positive company image by interacting with fellow employees, customers, and management in a cooperative, supportive, and courteous manner; displays a professional attitude.
• Detail oriented with a high level of accuracy, efficiency, and accountability.
• Excellent organizational skills to meet goals and set priorities.
• Strong organizational skills to meet goals and set priorities.
• Punctual and reliable with a proven ability to handle multiple projects, meet deadlines and fulfill responsibilities; work in a fast-paced environment.
• Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm.
• Proactive, systems-oriented mindset with a focus on continuous improvement.
• Ability to work independently and as a member of various teams and committees.
• Strong computer skills including Microsoft Word, Excel, Outlook.
• Ability to operate related office equipment, such as computers, and copiers.
• Good typing skills for accurate keystrokes in data entry.

REASONING ABILITIES:

• Ability to define problems, collect data, establish facts, and draw valid conclusions.
• Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
• Must have strong analytical and planning skills sufficient to determine resources and time required to complete projects.

LANGUAGE SKILLS:

• Good written and oral communication skills; ability to read, write, speak, and understand the English language; ability to communicate effectively, internally, and externally at all levels.
• Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.

MATHEMATICAL SKILLS:

• Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.

VISUAL ACUITY:

• Close visual acuity to perform an activity such as preparing and analyzing data, transcribing, viewing a computer terminal, and reading.

PHYSICAL DEMANDS:

• Light physical activity performing non-strenuous daily activities of a primarily administrative nature.
• Stationary position sitting for long periods of time while utilizing standard office tools.
• Constant repetitive motions that may include the wrists, hands and/or fingers to operate keyboard and mouse; dexterity and coordination necessary to handle files and single pieces of paper.
• The ability to hear, understand, and distinguish speech.
• Frequently communicate information and ideas with others to exchange information and understanding. Able to exchange accurate information in these situations.
• Frequently lift and/or move up to 10 pounds.
• Occasionally move about inside the facility to access office machinery, correspond with other departments, attend meetings/training, etc.
• Occasionally reaching for items above and below desk level.
• Occasionally required to climb or balance; squat, stoop, kneel, crouch, and smell.
• Must be able to wear and work in personnel protective equipment (PPE) as required.

ENVIRONMENTAL CONDITIONS:

• Well lit, heated/air-conditioned indoor office setting with adequate ventilation.
• The noise level in the work environment is low to moderate.