Customer Success Analyst- Hybrid- Charlotte, NC (Finance)

*This role is Hybrid and candidate needs to live near Charlotte, NC to be able to go into offer 3x per week.

Job Overview:

The Customer Success Analyst is responsible for reporting, data mining, data analysis and project support for the Sales team as well as the customer. Has a direct relationship with the customer's business, data, and IT team and works with internal business partners involved in managing, determining, and maintaining data, in order to support the customer's utilization of company data. Provides recurring reports and develops ad hoc reports needed to monitor company and customer businesses. Analyzes data, prepares and presents results in order to identify and/or resolve business problems as well as drive business actions in often-critical areas. Develops processes and technological tools, identifies technological and data-driven solutions, and leads or participates in the development of and execution of IT-related projects such as new report development and system enhancements/fixes to meet company and customer goals. The nature of the work is highly analytical and organized.

What does it mean to be part of our Customer Experience team?

Being in customer experience involves understanding and managing the interactions between UNFI and our customers throughout the entire journey. Whether it's small or large retail grocery stores, our team ensures they're getting the best possible service and support so we can deliver better together. Our customer experience team strives to make our customers stronger and help transform the future of food.

Job Responsibilities:

Sales Data Mining & Analysis

• Assesses sales data for the sales team. Examine monthly, quarterly, and annual sales reports to: identify sales patterns, areas for improvement, contract compliance, supplement UNFI fill rate reporting and specific customer requests.
• Assess market data, including competitors, to identify areas where the sales team can increase its efforts.
• Evaluates data using Access, Excel and other tools to identify root causes and possible solutions to company and customer business issues and to support business project and change needs; sources and manipulates data from company and customer.
• Provides guidance on pros and cons of possible solutions, recommends business process changes, and develops metrics.
• Develops analytics on sales data by customers to help determine opportunities of what the customer may carry today compared to top selling items for that brand or category

Sales Forecasting

• Creates sales and revenue forecasts using economic conditions, pipeline analysis, booking estimates, and key sales performance indicators.
• Gathers, analyzes, and provides forecast information on sales, products, and customers for assigned territory.

Account Support

• Assist in preparing sales materials.
• Work with the Operations teams to determine the status of deliveries.
• Work with internal teams to determine the arrival of out of stock products.
• Manage Customer Success issue resolution processes in partnership with the account management team.

Project Support

• Provides direct support to the customer's data and IT teams to research and resolve issues with transmitted company data, especially cost and product data.
• Submits IT Service Requests to automate ad hoc reports, enhance system functionality, and fix system issues; designs and performs high-quality and accurate user-acceptance testing; approves developed solution for install.
• Performs other duties as assigned.

Job Requirements:

Education/ Certifications/Experience

• Bachelor's Degree in Business Analytics, or a related field preferred.
• 3+ years of sales analyst experience preferred.
• Understanding of sales forecasting, programs, promotions and related techniques
• Understanding of margin and company profitability
• Proficiency in Microsoft Office Suite, SalesForce, CRM and other company systems
• Demonstration of ability to analyze data based on customer needs

Knowledge/Skills/ Abilities

• Root cause analysis, solution research and development, modeling of change options and recommendations
• Compilation and presentation of data and analysis results that inform and drive leadership decisions
• Able to manage and coordinate projects
• Strong interpersonal, communication, organizational and analytical skills
• Good judgment is required for this position as there may be times when direct supervision may not be immediately available.

Hybrid Role: This position follows a hybrid schedule working in office () days per week. The acceptable split between onsite and remote work is determined by the manager. Hybrid associates may choose to work from an office on a more frequent basis than required.

Travel (minor): This position may require the associate to travel to company offices, distribution centers, or other locations for specific meetings or other business reasons.

About UNFI: We are North America's premier grocery wholesaler, delivering the widest variety of fresh, branded, and owned brand products to community grocers and retail chains alike. A pioneer in natural and organic foods, we are growing and transforming to meet the needs of an evolving workplace. Our 29,000+ employees work across America in our 50 Distribution Centers and corporate offices. Learn more: Organic, Natural and Conventional Food | Wholesale Food Distributors | UNFI

Benefits: Medical, Dental, Vision, Competitive 401k, Flexible PTO or Competitive PTO plan, mentorship program/developmental opportunities, other benefits applicable to specific role.