Sales Operations Data Analyst (Finance)
About STULZ USA
STULZ USA is a leader in precision cooling solutions for mission-critical environments, proudly serving the North American market with over 75 years of manufacturing excellence. With more than 700 employees across our locations in Frederick, MD (HQ), Dayton, TN, and Denton, TX, we are committed to innovation, quality, and customer success.
Position Summary
STULZ USA is seeking a detail-oriented and analytical Sales Operations Analyst to support the optimization of our sales processes, data accuracy, and reporting. This individual will serve as a key resource in delivering actionable insights that drive sales performance and planning. The ideal candidate will have strong experience with SAP, data visualization tools, and a collaborative mindset to work cross-functionally with Sales, Marketing, Finance, and Product Management.
Key Responsibilities
- Sales Reporting & Analytics
- Analyze sales data to identify trends, opportunities, and areas for improvement
- Generate and maintain dashboards and regular performance reports using SAP and data visualization tools (Power BI, Tableau, Excel)
- Track key sales metrics including bookings, revenue, backlog, run rate, and forecast accuracy
- Forecasting Support
- Collaborate with Sales and Finance teams to support demand planning and forecasting activities
- Reconcile data across systems and validate accuracy of inputs used in S&OP discussions
- Sales Process Optimization
- Assist in mapping and improving end-to-end sales processes for greater efficiency
- Document process enhancements and help implement best practices around lead and opportunity management
- CRM and Data Management
- Support SAP ERP and CRM data integrity and user compliance
- Conduct data audits to ensure clean, consistent, and actionable information across platforms
- Cross-Functional Collaboration
- Work closely with Marketing, Product Management, and Sales Operations to align reporting and planning efforts
- Participate in cross-functional projects aimed at improving customer experience and sales enablement
- Sales Enablement Tools & Insights
- Help evaluate and support tools that enhance seller productivity and visibility
- Provide ad hoc analysis and project support as requested by Sales or Executive Leadership
Qualifications
- Bachelor's degree in Business, Analytics, Marketing, or a related field
- 2-4 years of experience in sales operations, business analytics, or a similar data-driven role
- Strong proficiency in SAP (especially SD and BI modules); CRM and ERP data experience is a plus
- Advanced Excel skills and experience with Power BI, Tableau, or similar visualization tools
- Familiarity with sales forecasting methodologies and pipeline metrics
- Strong attention to detail, organization, and communication skills
- Ability to work independently while managing multiple projects and deadlines
Why Join STULZ USA
- Industry leader in mission-critical HVAC solutions
- Inclusive, collaborative team environment
- Opportunities for professional growth and development
- Competitive salary and full benefits package
