Sales Business Analyst (CRM) at Medline Industries - Transportation & Operations

Job Summary

Join our dynamic Sales Operations department where collaborative teams in Pricing, Customer Data Management, Sales Compensation, and more intersect to empower our sales teams. Our mission is to grow and retain customers through consistency and overall experience to optimize Medline sales and customer experience enabling long-term partnership. Dive into an organization dedicated to precise product pricing, comprehensive market insights, seamless customer onboarding, and all the critical support our Salesforce needs for continuous growth.

Job Description

Analyze business problems, opportunities and needs and translate to requirements for CRM to support the sales organization.  Present recommendations to sales operations management and IT teams. Plan and prepare CRM business requirements and data analysis supporting options for moving CRM forward. 

Responsibilities:

• Analyze current CRM system, identify and recommend enhancements that drive efficiencies and effectiveness for sales in utilization of CRM.

• Collaborate with Training to help facility creation of training material on CRM and new functionality.

• Collaborate with CRM team members, Director of CRM, and Leadership of Sales Operations and Sales on communication of enhancements and changes for CRM.

• Facilitate meetings and workshops with business stakeholders and project teams to gather requirements and discuss CRM solutions for planned or unplanned work.

• Collaborate with other CRM team and IS on testing of bug fixes and new functionality.

• Ensure new pricing rules are first reviewed and evaluated for their impact on sales rep commissions before final implementation.

• Facilitate meetings face to face and online to conduct users training as back-up to other CRM team members. 

• 3rd level support for users of CRM

Requirements:

Education:

• Bachelor’s degree in business, Finance, Accounting, Information Systems.

Work Experience:

• At least 2 years of experience in business analysis or related area.

​

Additional:

• Ability to successfully apply standard  business problem-solving skills to business problems with multiple variables.

• Advanced level skill in Microsoft Excel (for example: using AVERAGE function, merging and centering cells, printing centered page and/or creating a pivot table).

• Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, volume.

• Working knowledge of CRM systems such as MS Dynamics.

Benefits - Medline is committed to offering competitive benefits and a variety of choices to best meet the needs of you and your family. For employees scheduled to work at least 30 hours per week, this includes health and well-being, financial fitness, career development, paid time off and more. Employees scheduled to work less than 30 hours per week can participate in the 401(k) plan, access the Employee Assistance Program (EAP), Employee Resource Groups (ERG) and Medline Service Corps. For a more comprehensive list of our benefits, please click

.

Every day, we’re focused on building a more diverse and inclusive company, one that recognizes, values and respects the differences we all bring to the workplace. From doing what’s right to delivering business results, together, we’re better. Explore our Diversity, Equity and Inclusion page

.

Medline Industries, LP is an equal opportunity employer. Medline evaluates qualified applicants without regard to race, color, religion, gender, national origin, age, sexual orientation, gender identity or expression, protected veteran status, disability/handicap status or any other legally protected characteristic.