Delta Medical Systems ยท 8 hours ago
Sales Data Strategist
Brookfield, WI
Full-time
Hybrid
Entry, Mid LevelDelta Medical Systems is a company specializing in innovative medical imaging solutions. They are seeking a Sales Data Strategist to manage and analyze sales data, ensuring accuracy and providing insights to support the sales team. The role involves collaboration with various departments to optimize sales strategies and maintain data integrity.
Health CareHealth DiagnosticsMedicalMedical Device
Responsibilities
Manage all aspects of data related to orders
Synthesize multiple sources of information to develop an understanding of regional opportunities and performance
Analyze sales data and market trends, to identify opportunities for growth and areas for improvement
Perform high-volume, detailed data entry into CRM, ERP, and reporting systems with a strong focus on accuracy and consistency
Document status of sales opportunities. Regularly review funnels and clean up, analyze gaps and offer guidance to sales representatives
Process all requests for Siemens-specific data (install bases, EOS systems, XR-29 letters), trades, and change orders
Update and maintain customer data in Shareville and CRM
Maintain job backlog report containing equipment, margin, and installation costs
Do necessary investigative work to solve report errors/omissions and discrepancies in the data
Collaborate across regions with other Sales Data Strategists for consistent documentation and reporting
Work closely with sales, marketing, operations and finance to ensure alignment between sales strategies and business objectives
Support Delta Medical Systems' quality policy through compliance with quality management system documentation
Responsible for maintaining ongoing contact with regional sales team regarding status of sales opportunities and making necessary updates
Assist in improving efficiency, including the utilization of CRM tools for tracking sales activities and forecasting
Communicate and update all lead information to the regional sales teams
Develop and run reports for Sales, Service, and Marketing teams when requested
Assist regional sales team with proposals and create quotation documents
Find duplicate and inaccurate account information in Dynamics CRM and GP Systems
Research customer websites and/or healthcare facility databases for correct information
Perform customer order review and process sales orders with OEM, including reviewing all quotes for any applicable below the line costs
Assemble and maintain all documentation in job folders to include: project metric, job checklist, customer purchase order and/or signed quotation, invoices, and correspondence
Serve as a central point of accountability for sales documentation completeness prior to order submission
Support continuous improvement initiatives related to sales data workflows and reporting efficiency
Perform other duties as assigned by direct supervisor
Qualification
Required
Strong ability to analyze complex data sets and derive actionable insights
Clear and professional communication with sales teams, customers, and vendors (both written and verbal)
Managing multiple tasks, prioritizing deadlines, and keeping records organized
Requires proficiency in Microsoft Office, spreadsheets, and a CRM database
An understanding of the sales cycle process, forecasting, and tools used to assist the stages of the sales cycle process
Ability to act independently, use critical thinking
Able to identify issues in processes and find practical solutions quickly
Benefits
401(k) retirement plan with company match
Excellent vacation policy, including paid family leave, paid holidays
Comprehensive and affordable insurance package including medical, dental, vision
Company paid: short-term disability, long-term disability, and life insurance/AD&D
Education assistance
On-site workout facility
Free snacks and drinks in corporate kitchen
Company
Delta Medical Systems
Delta Medical Systems specializes in the distribution of medical imaging sales and field service for diagnostic imaging equipment.
Founded in 1979
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase