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UNFI · 1 month ago

Customer Success Analyst- Charlotte, NC / On Site

Prescott, WI

Full-time

Onsite

Mid Level

3+ years exp

UNFI is North America’s premier grocery wholesaler, delivering a wide variety of products to community grocers and retail chains. The Customer Success Analyst is responsible for reporting, data mining, data analysis, and project support for the Sales team, ensuring effective utilization of company data to drive business actions.

Food and BeverageHealth CareHospitalityOrganic Food

Responsibilities

Assesses sales data for the sales team. Examine monthly, quarterly, and annual sales reports to: identify sales patterns, areas for improvement, contract compliance, supplement UNFI fill rate reporting and specific customer requests

Assess market data, including competitors, to identify areas where the sales team can increase its efforts

Evaluates data using Access, Excel and other tools to identify root causes and possible solutions to company and customer business issues and to support business project and change needs; sources and manipulates data from company and customer

Provides guidance on pros and cons of possible solutions, recommends business process changes, and develops metrics

Develops analytics on sales data by customers to help determine opportunities of what the customer may carry today compared to top selling items for that brand or category

Creates sales and revenue forecasts using economic conditions, pipeline analysis, booking estimates, and key sales performance indicators

Gathers, analyzes, and provides forecast information on sales, products, and customers for assigned territory

Assist in preparing sales materials

Work with the Operations teams to determine the status of deliveries

Work with internal teams to determine the arrival of out of stock products

Manage Customer Success issue resolution processes in partnership with the account management team

Provides direct support to the customer’s data and IT teams to research and resolve issues with transmitted company data, especially cost and product data

Submits IT Service Requests to automate ad hoc reports, enhance system functionality, and fix system issues; designs and performs high-quality and accurate user-acceptance testing; approves developed solution for install

Performs other duties as assigned

Qualification

Sales Data AnalysisSales ForecastingData MiningMicrosoft Office SuiteSalesForceCRM SystemsAnalytical SkillsProject ManagementInterpersonal SkillsCommunication SkillsOrganizational Skills