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Answer owner relations calls about revenue, land, division orders, JIB, A/R, and A&P. Log and track inquiries in a case system, follow up on unresolved issues, build client relationships, handle difficult interactions professionally, and cross-train to expand skills.
Top Skills:
MS Office
Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
Manage large group insurance client relationships with a focus on reporting and metrics. Serve as primary liaison, deliver client reports and insights, lead projects and implementations, drive strategic initiatives, mentor junior staff, and ensure accurate system data and documentation.
Top Skills:
ExcelMS OfficeMicrosoft Powerpoint
Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
Partner with U100 sales to drive small-business growth by delivering analysis, reports, dashboards, and strategic sales support. Recommend process improvements, correct operational errors, lead projects, train sales on platforms, and support renewals and financial/contract evaluations.
Top Skills:
CopilotMS OfficeSalesforce
Key Responsibilities
Merchandising & Forecasting
- Assist in forecasting demand and creating stock allocation plans to support sales and promotional activities.
- Analyze inventory levels, product performance, and sell-through to recommend timely actions.
- Identify gaps in stock, forecasting, and assortment planning; develop strategies to bridge those gaps.
- Support product lifecycle activities, including phase-in/phase-out tracking.
Business Analysis & Reporting
- Build and maintain dashboards in Power BI to track performance, trends, and KPIs.
- Generate daily, weekly, and monthly business reports to support decision-making.
- Support pricing, promotion, and sales analysis across categories.
- Collaborate with leadership to develop data-driven insights and business recommendations.
Systems & Tools
- Work with SAP Frontend for inventory management, order tracking, and product updates.
- Use Google Analytics to analyze website traffic, customer behavior, and conversion metrics.
- Utilize Excel for advanced data manipulation, forecasting models, and ad-hoc analysis.
Cross-Functional Collaboration
- Partner with Supply Chain, E-Commerce, Sales, and Marketing teams to ensure alignment on stock and performance.
- Communicate insights proactively and present findings with clarity.
- Contribute to process improvements and operational efficiency initiatives.
Skills & Qualifications
Required:
- 1–2 years of experience in merchandising, business analysis, demand planning, sales support or a related analytical role (internship experience considered).
- Strong proficiency in Power BI, including dashboard creation and data modeling.
- Advanced Excel skills (LOOKUPs, pivot tables, forecasting formulas, data cleaning).
- Hands-on experience with SAP Frontend modules.
- Working knowledge of Google Analytics and digital performance metrics.
- Strong analytical mindset with attention to detail and problem-solving ability.
- Ability to be proactive, identify gaps, and drive effective solutions.
- Strong communication skills and ability to work cross-functionally.
- Experience with Salesforce a plus
- Some travel required
- Ability to work under pressure
- Open to work in a startup environment
Preferred:
- Experience in e-commerce or retail environment.
- Understanding of S&OP principles and practices, ability to work cross functionally to achieve business goals
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 notice from the Department of Labor.
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