Bassett Mechanical is a 3rd generation family-owned company that provides custom-built industrial refrigeration, HVAC, plumbing, metal fabricating and preventative maintenance service solutions to customers throughout the United States and the world. It is not only a great place to grow and thrive in your career. It is a place to truly belong. As a member of the Bassett Mechanical Team, you'll enjoy a competitive compensation and benefits package and many professional growth opportunities. From the moment you're hired, to the day you retire, you're a part of our Bassett Mechanical Team.
Position Purpose
The Sales Business Analyst is responsible for supporting Bassett Mechanical’s Strategic Growth and Service function, enabling data-driven performance metrics across the business development teams. The role serves as a subject matter expert on software utilized by our business development function.
Acting as a bridge between Strategic Growth & Service and the enterprise data environment, you will be successful by collaborating with associates to understand their requests and translating business requirements into effective system configurations, reporting solutions, and process improvements. The Sales Analyst is expected to participate in projects to identify strategic improvements within Bassett’s CRM portfolio.
As part of the Bassett Transformation Office (BTO), this role enables digital transformation, reinforces standard work, and contributes to continuous improvement efforts across the enterprise. This role reports to the Director of Enterprise Planning & Business Analytics.
Position Responsibilities
- Prepare and distribute recurring Sales Reports and Awards Tracking
- Compile and publish metrics for enterprise, market segments, and divisions
- Analyze sales performance trends and present results to management to inform data-driven business decisions
- Lead or support change management activities, including communication, training, documentation, adoption tracking, and success metrics
- Conduct regular audits of sales opportunity data and processes to ensure accuracy, compliance, and efficiency
- Provide ongoing support for associates, ensuring effective utilization of the CRM to enhance productivity and collaboration
- Monitor updated CRM features and capabilities to suggest improvements and drive innovation
- Recommend and enable CRM updates to meet organizational needs, including customizing workflows, creating task boards & metrics dashboards, and integrations with other tools
- Execute user access requests and template governance of Service Maintenance proposal and pricing software
- Facilitate user access requests and support ticket management of Service Maintenance prospecting software
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