Senior Analyst Business Intelligence (CRM)

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

Under minimal supervision, partner with CRM stakeholders to develop and maintain departmental business intelligence, reporting, and analytics solutions. Drive business decisions by providing quantitative and qualitative data analysis and reporting of patterns, insights, and trends to decision-makers. Develop, monitor, and report department KPIs and metrics, translating business requirements into the appropriate analytics solution. Provide project oversight, coaching, and mentoring to the BI team.

Responsibilities:

• Produce actionable reports and dashboards that show key performance indicators, identify areas of improvement into current operations, and display root cause analysis of problems.

• Create, review, and performance tune dashboards. Ensure dashboards are accurate and display meaningful visual stories.

• Conduct data analysis in support of a variety of analytic solutions. Interpret data, analyze results, and provide insights to determine operational impact, trends, and opportunities.

• Provide recommendations on analysis options to help solve business problems.

• Work with business users to identify analytics requirements on CRM, Sales Operations and Sales related projects.

• Provide reporting solutions and respond to ad-hoc report requests across multiple business areas.

• Troubleshoot Business Intelligence tools, systems, and software. This includes tracking performance and production problems.

• Project oversight, training, and coaching.

• Collaborate with Sales, IS and Finance to develop, create and maintain reporting requirements and ensure systems provide accurate and timely data.

Qualifications

Education:

• Bachelor’s degree in Business, Finance, Accounting, Information Systems, Mathematics or Applied Statistics.

Relevant Work Experience:

• At least 5 years of dashboard development experience using Tableau, MS Power BI or other similar technology. At least years of experience levering SQL for data analysis and performance tuning.

Additional:

• At least 5 years of data modeling experience.

• At least 5 years of experience analyzing and reporting data in order to identify issues, trends, or exceptions to drive improvement of results and find solutions.

• At least 2 years of experience in an agile/scrum environment.

• Advanced Excel and PowerPoint skills, proficient in MS Word and Access.

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

• Ability to apply concepts of algebra and business statistics. 

• Experience working  with Python, R.

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 here.

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 here.

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.