Business Analyst - Sales

Bassett Mechanical is a 3rd generation family-owned company that provides custom-built industrial refrigeration, HVAC, plumbing, metal fabricating and preventative maintenance service solutions to customers throughout the United States and the world. It is not only a great place to grow and thrive in your career. It is a place to truly belong. As a member of the Bassett Mechanical Team, you'll enjoy a competitive compensation and benefits package and many professional growth opportunities. From the moment you're hired, to the day you retire, you're a part of our Bassett Mechanical Team.

Position Purpose

The Sales Business Analyst is responsible for supporting Bassett Mechanical’s Strategic Growth and Service function, enabling data-driven performance metrics across the business development teams. The role serves as a subject matter expert on software utilized by our business development function.

Acting as a bridge between Strategic Growth & Service and the enterprise data environment, you will be successful by collaborating with associates to understand their requests and translating business requirements into effective system configurations, reporting solutions, and process improvements. The Sales Analyst is expected to participate in projects to identify strategic improvements within Bassett’s CRM portfolio.

As part of the Bassett Transformation Office (BTO), this role enables digital transformation, reinforces standard work, and contributes to continuous improvement efforts across the enterprise. This role reports to the Director of Enterprise Planning & Business Analytics.

Position Responsibilities

• Prepare and distribute recurring Sales Reports and Awards Tracking
• Compile and publish metrics for enterprise, market segments, and divisions

Analyze sales performance trends and present results to management to inform data-driven business decisions

Lead or support change management activities, including communication, training, documentation, adoption tracking, and success metrics

Conduct regular audits of sales opportunity data and processes to ensure accuracy, compliance, and efficiency

Provide ongoing support for associates, ensuring effective utilization of the CRM to enhance productivity and collaboration

Monitor updated CRM features and capabilities to suggest improvements and drive innovation

Recommend and enable CRM updates to meet organizational needs, including customizing workflows, creating task boards & metrics dashboards, and integrations with other tools

Execute user access requests and template governance of Service Maintenance proposal and pricing software

Facilitate user access requests and support ticket management of Service Maintenance prospecting software

Provide administration support for Sales proposal generation and signature software with Marketing

Collaborate with key stakeholders to gather requirements, prioritize enhancements, and implement changes to Bassett’s work management platform

• Participate in resolving BTO demand request tickets as assigned
• Support and maintain a safe and Lean work environment
• Other duties as assigned

Other Responsibilities

Serve as a key supporting member within the BTO. As a part of the BTO, you will partner to:

Assess, design, develop, implement, and test opportunities identified by the BTO Operating Committee to improve existing systems and/or processes

Conduct interviews with end users and other key stakeholders to gain a deeper understanding of the current and future state

Establish effective connections and partnerships with the company’s IT Department, process/system owners, end users, and other stakeholders. Collaboration with cross-functional teams is critical.

As part of implementation efforts, ensure adequate documentation of work instructions, SOPs, and training materials.

Summary of Skills, Knowledge, and Abilities

Bachelor’s degree in Business Administration, Finance, Information Technology, or equivalent experience in a related field

• Experience at Monday.com Sales CRM or similar platforms (preferred)
• Ability to provide troubleshoot support within software applications and systems

Proficient computer skills, including Microsoft Office Suite

Strong analytical and problem-solving skills, with a proactive approach to identifying and resolving issues

Experience creating dashboards and reports (Microsoft Power BI experience preferred)

Understanding of workflow automation, system integrations, and project management principles

Excellent communication skills with the ability to work collaboratively across departments

Detail‑oriented, well‑organized, and capable of managing multiple priorities in a fast‑paced environment

Lean/continuous improvement mindset; proactive in identifying opportunities and solving problems

• Experience in training and supporting users on technology platforms
• Direct Reports
• None