Customer File Analyst

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Performs all duties associated with file work and data related to onboarding new business for Orgill. Assists RDMs with collecting, organizing and analyzing the customer’s cross match file in preparation for the pre-visit.

• Works with Point-of-Sale providers to collect customer data associated with upcoming conversion projects.
• Works with Point-of-Sale providers to coordinate conversion implementation dates, training sessions, etc.
• Regularly updates sales and field teams regarding status of any pending Point of Sale conversion projects.
• Formats and analyzes customer’s cross match file to assist Retail Development Manager in identifying core Focused Assortment Planning and Smart Start opportunities.
• Assists with file manipulation in preparation for Dealer Account conversion project implementation.
• Assists RDM in identifying and developing the opening stock order for the customer.
• Assists with the reconciliation of buyback and opening order data after conversion implementation is complete to secure buyback funds efficiently.
• Assists with any other file or data-related work dealing with a Dealer Account conversion project as requested by Retail Development Manager.
• Assists with preparation, set up and event participation for Orgill’s semi-annual Dealer Markets.
• Perform other duties as assigned or requested.

• Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
• Aptitude to establish priorities, meet deadlines, manage one’s own time, and proceed with objectives with limited supervision.
• Competence to be analytical, organized, and flexible while working in a fast-paced and deadline-driven environment.
• Knowledge to combine pieces of information to form general rules or conclusions to include finding a relationship among seemingly unrelated events.
• Ability to communicate information and ideas both verbally and written so others will understand.

• Bachelor degree or equivalent experience.
• Working knowledge of Microsoft office Products to include Word, Excel, Access and Outlook.
• Requires travel as deemed necessary.
• Regular on-site, in-person attendance is required.

None.

Note:

Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.

Entry level

Full-time

Other

Wholesale