LINEAGE · 7 hours ago
Sales & Service Analyst
Charlotte, NC
Full-time
Onsite
Entry, Mid Level
$58K/yr - $68K/yr
2+ years expLineage is committed to making a difference in the lives of their employees and communities. The Sales & Service Analyst plays a critical role in driving data accuracy, operational efficiency, and revenue growth by managing service and sales data, CRM administration, and performance reporting.
Document ManagementOffice SuppliesRetail
Hiring Manager
Jimmy Barnes
Responsibilities
Collaborate with Finance department to review and analyze reporting data in regard to service contracts, billing, price increases, and profitability
Enter, validate, and maintain service financial and performance data within service metric dashboards, identifying and resolving suspect data points
Review MIF (machines in field) reporting across equipment categories (B&W, B&W with Color, Production, KPI, etc.)
Maintain and report a dynamic list of “end-of-life” field systems
Review loaner equipment deployment and field status, reporting findings to management
Review monthly field technician car stock levels and communicate to Service Management
Maintain accurate technician territory assignments
Partner with management to analyze usage data, establish preventive maintenance schedules, and track PM activity monthly
Track field technician-generated leads and report conversions to Sales leadership
Analyze data and deliver recommendations that focus on sales and efficiency improvements
Track and analyze performance trends and recommend items to scale or improve
Manage Dashboard creation and upkeep in Salesforce
Manage territory/account assignments, and all subsequent changes due to sales turnover
Assist in sales team training and best practice use of Salesforce
Oversee metrics such as forecasting, pipeline development and Affinity lease progress
Provide proactive reports of activity, performance conflicts, and operational reporting
Pull and provide target lists as requested by Sales Management from multiple databases assigning & creating leads as directed by Sales Management
Analyze Quadient promotions and match to existing Lineage customers, as well as known competitive records in Salesforce
Convert manual/email leads we receive (from Quadient, Buyerzone, Hubspot/Lineage) into “Leads” in Salesforce
Act as a communication liaison when needed between Dispatch, Shop, Field Technicians, Sales Management, Finance, and Executive Leadership
Develop expert-level proficiency in operational and reporting systems including Printavista, eAutomate, CEO Juice, Salesforce, and related data platforms
Live out Lineage core values of Integrity, Growth, Family Culture, Pursuit of Excellence, and Compassion is all aspects of the job
And other duties as assigned
Qualification
Required
Bachelor's degree in Business, Finance, Analytics, Information Systems, Marketing, or equivalent combination of relevant experience and education may be considered
2-3 years of progressive experience preferred in Sales Operations, Service Operations, CRM Administration, Business Analytics, or a closely related role
Proven ability to independently manage recurring operational processes, reporting cycles, and data validation with minimal oversight
Strong proficiency in CRM reporting, dashboards, and data analysis, with the ability to build and maintain reports that support daily operations and management decisions
Advanced working knowledge of Microsoft Excel, including pivot tables, lookups, and formulas
Ability to independently identify, investigate, and correct data inconsistencies across multiple systems
Comfortable learning new systems and adapting to evolving reporting and data requirements
Working knowledge of ERP and service management systems, preferably eAutomate, Printavista, CEO Juice
Clear and professional written and verbal communication skills
Benefits
Medical, Dental, Vision Insurance
Company paid Long Term Disability and Basic Life Insurance
Voluntary Additional Life Insurance/AD&D, Short Term Disability, Accident Insurance, Critical Illness Insurance, and Hospital Insurance
$1000 Health Payment Account
401k and Roth 401k with discretionary employer contributions
Paid Time Off starting at 12 days, and accruals start upon hire
Paid Holidays
Parental Leave
Annual Company Bonus Programs
First Time Homebuyers Program gifting $10k towards the purchase of your first home
Area Caring Teams designed to meet the needs of our employees, whether it be emotionally, financially, or spiritually
401(k)
Dental insurance
Employee assistance program
Health insurance
Life insurance
Paid time off
Parental leave
Referral program
Vision insurance
Company
LINEAGE
Lineage is a distributor of office equipment, document management, and hardware products.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Richard Williams
CEO
Recent News
2026-01-19
2026-01-16
2026-01-16
Company data provided by crunchbase