Customer File Analyst

Job Summary:

Orgill is seeking a high potential individual who serves as the analytical and
operational backbone for retail dealer transitions. You will be responsible for the high precision crossmatching of hardware products, coordinating with POS providers to ensure technical readiness, and utilizing hardware industry expertise to design store layouts that maximize profitability. 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 crossmatch file in preparation for the pre-visit.

Duties and Responsibilities

• Crossmatching: Assists RDMs with collecting, organizing, and analyzing the

customer’s crossmatch file. Utilizes hardware product knowledge to ensure accurate
SKU substitution and category alignment during the pre-visit.

• Works with Point-of-Sale providers to collect customer data and coordinate conversion

implementation dates and training sessions.

• Strategic Planning: Formats and analyzes crossmatch files to identify core Focused

Assortment Planning opportunities, ensuring the suggested product mix aligns with
local hardware market trends.

• Planogram Integration: Collaborates with the merchandising team to align conversion

files with Orgill Planograms (POGs). Ensures that opening stock orders reflect the
physical constraints and capacity of the dealer shelving and fixtures.

• Space Management: Assists RDMs in identifying Smart Start opportunities by

mapping existing store layouts to optimized planogram sets, ensuring a seamless
physical transition during the reset.

• Project Implementation: Assists with file manipulation and on-site visual

merchandising guidance for Dealer Account conversion projects.

• Financial Reconciliation: Assists with the reconciliation of buyback and opening order

data post-conversion to secure buyback funds efficiently.

• Market Support: Assists with preparation, set up, and event participation for Orgill’s

semi-annual Dealer Markets, including merchandising model store displays.

• Communication: Regularly updates sales and field teams regarding the status of

pending POS conversions and merchandising resets.

Success Factors - Knowledge, Skills, and Abilities

• Merchandising Logic: Ability to interpret planograms and floor plans to maximize

sales per square foot during a brand conversion.

• Industry Expertise: Strong knowledge of hardware categories (e.g., Tools, Plumbing,

Electrical, Paint) to identify logical product adjacencies and substitutions.

• Analytical Reasoning: Using logic to identify strengths and weaknesses of alternative

solutions or approaches to complex inventory conversions.

• Time Management: Aptitude to establish priorities, meet deadlines, and manage

multiple conversion projects simultaneously with limited supervision.

• Information Synthesis: Competence to combine disparate data points—such as POS

history and planogram requirements—to form a cohesive opening stock order.

• Communication: Ability to explain technical data and merchandising layouts to both

corporate teams and retail store owners.

Minimum Job Qualifications

• Bachelor's degree or equivalent experience in Retail Management, Data

Analytics, or a related field.

• Working knowledge of Microsoft Office (Word, Advanced Excel,

Access, and Outlook).

• Prior experience with retail planogram software (e.g., JDA,

Apollo, or Spaceman) or 2+ years of experience in hardware retail merchandising is
highly preferred.

• Travel: Requires travel as deemed necessary (up to 25%)
• Attendance: Regular on-site, in-person attendance is required.

Supervisory Responsibility: None
Note: Nothing in this job description restricts management’s right to assign or reassign duties
and responsibilities to this job at any time.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.