Sales Analyst

Job Purpose

The Sales Analyst at Swiss Build plays a pivotal role in supporting the sales team by gathering, analyzing, and reporting on sales data. The position ensures that field activities are accurately tracked, leads are monitored, and internal reporting processes are maintained, enabling data-driven decision-making and performance improvement across the sales function.

Key Responsibilities

Data Collection & Sales Reporting

• Monitor and update daily rep visit logs using data from Skynamo.
• Maintain and distribute sales reports (including shortages) every Monday, Wednesday, and Friday.
• Identify trends, issues, and opportunities in sales performance.

Lead Tracking & Vetting Support

• Maintain and update the New Lead Tracker.
• Distribute lead reports weekly to the sales team and management.
• Extract vetting requests from field comments and compile vetting forms.
• Liaise with Debtors, Sales, and General Managers for final approval and classification of vetted customers.

Call Audits for No-Order Visits

• Use daily logs to identify no-order visits.
• Conduct follow-up calls with customers to verify visit legitimacy and understand the reasons for no orders.
• Document customer feedback.

Expense Management

• Collect and verify rep expense reports weekly.
• Reconcile actual expenditures with forecasts.
• Update master expense tracking sheets and prepare invoices for weekly payments.
• Forecast upcoming week's rep costs and manage carryovers.

Filing & Document Management

• Maintain organized filing systems (physical and digital) for all key documents.
• Ensure accurate labeling and chronological filing for all paperwork, including payment packs, vetting forms, and reports.

Key Deliverables

• Daily Visit Logs (updated and accurate)
• Call Tracker updates with customer feedback
• Weekly Sales Reports (Shortages)
• Updated New Lead Tracker (every Monday)
• Completed Vetting Forms with approval workflow
• Weekly Rep Expense Recon and Payment Pack
• Filing of all documents (weekly)

Skills & Competencies

Skill Area

Description

Attention to Detail

Accuracy in reporting, data entry, and document handling.

Communication

Professional interaction with reps, customers, and internal stakeholders.

Excel/Spreadsheet Proficiency

Advanced skills in Excel or Google Sheets (VLOOKUP, Pivot Tables, Formulas).

CRM & Sales Tools

Experience with tools like Skynamo

Organizational Skills

Ability to manage multiple reports and trackers concurrently.

Discretion & Integrity

Handling of confidential customer and financial data.

Reporting Line

• Reports directly to the Sales Manager.
• Works closely with:
• Sales Reps
• Finance/Accounts Team
• Debtors Manager
• General Manager
• Operations Manager

Pay: R7 000,00 - R8 000,00 per month

Work Location: In person