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