Job Summary

Job Description

Analyze business problems, opportunities and needs and translate to requirements for CRM to support the sales organization. Present recommendations to sales operations management and IT teams. Plan and prepare CRM business requirements and data analysis supporting options for moving CRM forward.

Responsibilities:

• Analyze current CRM system, identify and recommend enhancements that drive efficiencies and effectiveness for sales in utilization of CRM.

• Collaborate with Training to help facility creation of training material on CRM and new functionality.

• Collaborate with CRM team members, Director of CRM, and Leadership of Sales Operations and Sales on communication of enhancements and changes for CRM.

• Facilitate meetings and workshops with business stakeholders and project teams to gather requirements and discuss CRM solutions for planned or unplanned work.

• Collaborate with other CRM team and IS on testing of bug fixes and new functionality

• Ensure new pricing rules are first reviewed and evaluated for their impact on sales rep commissions before final implementation.

• Facilitate meetings face to face and online to conduct users training as back-up to other CRM team members.

• 3rd level support for users of CRM.

Requirements:

• Bachelor’s degree in business, Finance, Accounting, Information Systems.

• At least 2 years of experience in business analysis or related area.

Additional:

• Ability to successfully apply standard business problem-solving skills to business problems with multiple variables.

• Advanced level skill in Microsoft Excel (for example: using AVERAGE function, merging and centering cells, printing centered page and/or creating a pivot table).

• Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, volume.

• Working knowledge of CRM systems such as MS Dynamics.

Medline Industries, LP, and its subsidiaries, offer a competitive total rewards package, continuing education & training, and tremendous potential with a growing worldwide organization.

The anticipated salary range for this position:

The actual salary will vary based on applicant’s location, education, experience, skills, and abilities. This role is bonus and/or incentive eligible. Medline will not pay less than the applicable minimum wage or salary threshold.

Our benefit package includes health insurance, life and disability, 401(k) contributions, paid time off, etc., for employees working 30 or more hours per week on average. For a more comprehensive list of our benefits please click here. For roles where employees work less than 30 hours per week, benefits include 401(k) contributions as well as access to the Employee Assistance Program, Employee Resource Groups and the Employee Service Corp.

We’re dedicated to creating a Medline where everyone feels they belong and can grow their career. We strive to do this by seeking diversity in all forms, acting inclusively, and ensuring that people have tools and resources to perform at their best. Explore our Belonging page here.

Medline Industries, LP is an equal opportunity employer. Medline evaluates qualified individuals without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, age, disability, neurodivergence, protected veteran status, marital or family status, caregiver responsibilities, genetic information, or any other characteristic protected by applicable federal, state, or local laws.