Staffmark
Customer Success Analyst - Sales and CRM Data
Staffmark, Elk Grove Village, Illinois, us, 60009
Position Title: Customer Success Analyst - Sales and CRM Data
Location: Elk Grove Village, IL On-site
Classification: Full-Time, Direct Hire
Work Schedules: 8am - 5pm
Summary
Are you a customer service professional with a passion for data? A global industrial equipment manufacturer is seeking a versatile and motivated individual to join the team as a Customer Success Analyst. This role is designed for someone who thrives on building strong client relationships and is eager to grow into a data-driven sales planning expert.
There is a clear program to help you transition into the role:
• Phase 1: Foundation - You'll start by mastering the products and building a deep understanding of customers through hands-on customer service and CRM management.
• Phase 2: Transition - As you gain product and customer knowledge, you'll begin to integrate data analysis into your work, focusing on POS data to identify trends and opportunities.
• Phase 3: Full Integration - You'll achieve full independence, seamlessly blending your customer-facing responsibilities with data analysis to drive sales strategy and forecasting.
Essential Duties and Responsibilities include but are not limited to:
• Act as the primary point of contact for customer inquiries, providing professional and timely support.
• Maintain and manage the company's CRM system to ensure all customer information and interactions are accurate.
• Develop and qualify new sales leads from various sources, including online inquiries and direct orders.
• Collaborate with the sales team to analyze customer Point-of-Sale (POS) data and identify market trends.
• Create reports and presentations to support sales forecasting and strategic planning.
• Assist in creating tailored proposals and product recommendations based on data insights and customer needs.
• Continuously improve customer support processes and CRM best practices.
• Build and maintain strong relationships with both internal teams and external customers to ensure high levels of satisfaction.
Qualifications:
Required:
• Bachelor's degree in a relevant field (e.g., Business, Marketing, Data Analytics) or equivalent professional experience.
• 3+ years of experience in customer-facing roles, sales support, or CRM administration.
• Strong analytical and problem-solving skills, with proficiency in Microsoft Excel.
• Experience with CRM platforms such as Salesforce or HubSpot.
• Exceptional communication and organizational skills with a strong attention to detail.
Preferred:
• Knowledge of machinery, or industrial business is a plus, but not required.
• A self-starter with a proactive attitude and a desire to learn and grow within the company.
Benefits:
• Opportunity to gain valuable experience in accounting and general administration.
• Supportive and collaborative work environment.
• Potential for career growth and advancement within the organization.
• Competitive compensation.
• Health Insurance
• Life Insurance
• AD&D
• Long and Short-term Disability
• Dental
• 401K with match
• Bonus
Location: Elk Grove Village, IL On-site
Classification: Full-Time, Direct Hire
Work Schedules: 8am - 5pm
Summary
Are you a customer service professional with a passion for data? A global industrial equipment manufacturer is seeking a versatile and motivated individual to join the team as a Customer Success Analyst. This role is designed for someone who thrives on building strong client relationships and is eager to grow into a data-driven sales planning expert.
There is a clear program to help you transition into the role:
• Phase 1: Foundation - You'll start by mastering the products and building a deep understanding of customers through hands-on customer service and CRM management.
• Phase 2: Transition - As you gain product and customer knowledge, you'll begin to integrate data analysis into your work, focusing on POS data to identify trends and opportunities.
• Phase 3: Full Integration - You'll achieve full independence, seamlessly blending your customer-facing responsibilities with data analysis to drive sales strategy and forecasting.
Essential Duties and Responsibilities include but are not limited to:
• Act as the primary point of contact for customer inquiries, providing professional and timely support.
• Maintain and manage the company's CRM system to ensure all customer information and interactions are accurate.
• Develop and qualify new sales leads from various sources, including online inquiries and direct orders.
• Collaborate with the sales team to analyze customer Point-of-Sale (POS) data and identify market trends.
• Create reports and presentations to support sales forecasting and strategic planning.
• Assist in creating tailored proposals and product recommendations based on data insights and customer needs.
• Continuously improve customer support processes and CRM best practices.
• Build and maintain strong relationships with both internal teams and external customers to ensure high levels of satisfaction.
Qualifications:
Required:
• Bachelor's degree in a relevant field (e.g., Business, Marketing, Data Analytics) or equivalent professional experience.
• 3+ years of experience in customer-facing roles, sales support, or CRM administration.
• Strong analytical and problem-solving skills, with proficiency in Microsoft Excel.
• Experience with CRM platforms such as Salesforce or HubSpot.
• Exceptional communication and organizational skills with a strong attention to detail.
Preferred:
• Knowledge of machinery, or industrial business is a plus, but not required.
• A self-starter with a proactive attitude and a desire to learn and grow within the company.
Benefits:
• Opportunity to gain valuable experience in accounting and general administration.
• Supportive and collaborative work environment.
• Potential for career growth and advancement within the organization.
• Competitive compensation.
• Health Insurance
• Life Insurance
• AD&D
• Long and Short-term Disability
• Dental
• 401K with match
• Bonus