Sales Analyst
Who are we?
XNRGY Climate Systems is a North American leader in sustainable design and advanced manufacturing of custom air treatment systems. We are focused on research and energy development, contributing to the reduction of carbon footprint.
We are excited to announce the opening of our new technology headquarters in Mesa, Arizona in 2025. This expansion reflects our commitment to growth and innovation in the climate solutions industry. As part of this expansion in the US, XNRGY is seeking a qualified Application Engineer to join its team.
An overview of your responsibilities:
We are seeking a detail-oriented and analytical Sales Analyst to support data-driven decision-making within our Industrial Equipment Manufacturing business. This role plays a critical part in optimizing sales performance through insightful reporting, CRM data management, and market analysis. The ideal candidate combines strong analytical capabilities with hands-on experience in CRM systems and a proactive interest in enhancing CRM functionality to improve sales processes, visibility, and effectiveness.
Key Responsibilities:
Sales Performance & Reporting
Develop, maintain, and enhance sales dashboards and reports to track KPIs, pipeline health, and revenue performance
Analyze sales data to identify trends, gaps, and opportunities for growth
Provide regular and ad hoc reporting to sales leadership and cross-functional teams
Ensure data accuracy, consistency, and integrity across reporting systems
CRM Management & Development
Serve as a key user and subject-matter expert for the company’s CRM platform (e.g., Dynamics 365, Salesforce).
Maintain data quality, enforce standards, and support user adoption across sales teams
Partner with sales, marketing, and IT teams to improve CRM workflows, automation, and functionality
Identify opportunities to expand CRM capabilities and contribute to system enhancements, configuration, and optimization
Market & Business Analysis
Conduct market research and competitive analysis specific to the industrial equipment manufacturing industry
Analyze customer segments, purchasing trends, and geographic performance to support strategic planning
Provide insights into pricing, demand trends, and market dynamics
Support forecasting and long-range planning initiatives
Sales Operations Support
Assist with sales forecasting, territory planning, and quota setting
Support pricing analysis and margin improvement initiatives
Collaborate with finance, operations, and marketing to align data and insights
Document processes and contribute to continuous improvement initiatives
Qualifications:
Required
Bachelor’s degree in Business, Finance, Economics, Data Analytics, or related field
3+ years of experience in a Sales Analyst, Business Analyst, or similar role
Hands-on experience with CRM systems (e.g., Salesforce, Microsoft Dynamics 365, or equivalent)
Strong analytical and quantitative skills with proficiency in Excel and data analysis tools
Experience creating reports and dashboards (Power BI, Tableau, or similar)
Excellent communication skills with the ability to translate data into actionable insights
Preferred
Experience in industrial equipment manufacturing or related B2B industries
Demonstrated interest or experience in CRM development, configuration, or optimization
Knowledge of sales processes including pipeline management, forecasting, and territory planning
SQL or other data querying experience
Familiarity with ERP systems and integration with CRM platforms
Key Competencies
Data-driven mindset with strong attention to detail
Proactive problem-solving and continuous improvement orientation
Ability to work cross-functionally with sales, IT, and leadership teams
Strong organizational and project management skills
Curiosity and interest in evolving CRM tools and technologies