Senior Sales Operations Analyst

Location: Rancho Santa Margarita,California,United States

IMI plc

We are a global specialist engineering company that creates breakthrough solutions. We are curious and like to solve problems, partnering with our customers to solve the demands of today and prepare for the challenges of tomorrow. We embrace innovation and care about outcomes that are good for business, everyday life and making a better world – creating lasting impact for everyone.

We design, build and service highly engineered products in fluid and motion control applications. We focus on five market sectors: Industrial Automation, Process Automation, Climate Control, Life Science and Fluid Control, and Transport.

Our partnership approach breaks through problems and reduces complexity. We don’t invent in isolation – we collaborate with our customers. We listen closely and we think differently, creating space for diverse minds to innovate. We are working together to make businesses safer, more sustainable and more productive.

Role Overview:

We are looking for a Senior Sales Operations/Business Analyst to work closely with IMI Process Automation Americas business unit commercial team to drive sales performance, market outlook & order momentum. We are also looking for someone who can apply mathematical modelling and other optimizing methods using a computer to develop and interpret information that assists management with decision making, policy formulation, demand planning or other managerial functions.

The ideal candidate will be a data detective, turning raw information into strategic insights that drive business growth. They will be comfortable working with diverse datasets, have a knack for identifying patterns, and possess the ability to translate complex findings into clear, actionable recommendations for stakeholders across the organization

Work Environment:  Position is located at our facility in Rancho Santa Margarita, CA.  Position will be onsite 5 days week for 90 days.  After that will be Hybrid/3 days onsite.

Key Responsibilities:

• Maintain data integrity of internal sales tools and CRM systems.
• Design and maintain databases, ensuring data integrity and optimal performance.
• Implement and track data hygiene practices to maintain accuracy and reliability of information.
• Contribute to ongoing development and improvement of sales systems and tools; conduct training on tools as and when needed.
• Extract data efficiently from Salesforce (CRM tool), IFS (ERP tool), and other relevant systems, conduct in depth research and analysis of the data to provide insights which will drive strategic business decisions and improve financial performance.
• Analyze large datasets about territory performance, individual performance, customer behavior, including various performance metrics (i.e. YoY trends)
• Provide analytics and insight to develop and support business programs and growth initiatives across the customer base within the region; initiatives to grow and expand the current share of customer spend where IMI has product installed, along with growth initiatives to develop new business with current customers, new customers (along with adjacencies).
• Data analytics to help identify customers by analyzing demographic, outage spending, wallet share to understand conversion, increasing efficiency and win rates.
• Develop predictive models on generating bookings from customer outage and maintenance schedules, including cross selling and upselling opportunities, and enhancing forecasting accuracy from past data.
• Assessment of win/loss sales trends and marketing strategies to generate sales reports and business development insights.
• Identify trends and opportunities for process improvement using advanced analytics; implement improvements.
• Analyze patterns in forecast conversion, forecast accuracy, customer buying pattern to understand likelihood of order conversions and release order for early manufacturing to the various IMI factories.
• Create detailed reports with clear visualizations (e.g., dashboards in Power BI) for stakeholders at all levels.
• Present findings in a comprehensible manner to both technical and non-technical audiences.
• Generate regular and ad-hoc reports for executive leadership and cross-functional teams.
• Work closely with sales, marketing, and management teams to understand data needs and deliver customized analytics solutions.

Advanced Analytics and Market Intelligence:

• Utilize AI-powered analytics to derive deeper insights and automate repetitive tasks
• Perform complex statistical analyses and predictive modeling to identify trends and patterns
• Dev