Data Analyst at SMARTFLOW TECHNOLOGIES LTD in Sanford, NC

Summary: SMARTFLOW TECHNOLOGIES LTD is a commercial-stage technology company that is entering the market with significant momentum. They are seeking a detail-oriented Data Analyst to build and manage their sales pipeline tracking system while providing analytical support across the business, particularly for sales representatives and financial analysis for the CFO. Responsibilities: - Design and maintain a comprehensive Excel-based sales pipeline tracker covering all active leads, opportunities, and deals - Confirm and document the ISR commission sharing structure per account - Distinguish between soft account assignment and firm account protection - Develop guidelines to ensure fair treatment of account ownership regarding assignment, dormancy, regular progress reports, and discussions prior to changes of account ownership - Establish and enforce a consistent lead-entry protocol so that every new opportunity is captured within a tdb timeframe from first contact - Confirm NDA/CDA are in place before structured communications where confidential information is shared are started - Build dashboards and summary views that give the CEO an at-a-glance picture of pipeline health, stage distribution, and revenue potential at any time - Develop a “next steps” system to organize the action items for important accounts - Check in and support ISRs with reminders, reach outs, and other actions that ISRs request - Flag leads that have gone stale, missed follow-up windows, or require CEO or ISR action — and proactively surface these to the appropriate owner - Maintain a master contact log with complete interaction history for each prospect - Coordinate with the ISRs to schedule follow-up calls, demos, and check-ins, ensuring no commitment falls through - Additional projects and related duties to be determined in support of the sales and management - Assign and maintain probability scores, deal values, and estimated close dates for each opportunity, keeping these dates current as deals progress - Produce a weekly pipeline report for the CEO with key metrics: total pipeline value, weighted pipeline value, stage-by-stage conversion rates, and a prioritized action list - Develop ad hoc analyses as requested — e.g., win/loss patterns, ISR performance comparisons, lead source effectiveness - Document all pipeline processes and tracker logic so the system can be maintained, audited, and eventually migrated to a CRM with minimal disruption - Identify gaps, bottlenecks, and inefficiencies in the current lead-handling workflow and recommend practical improvements - Support the CEO and sales team with data entry, contact research, and other operational tasks as needed - Assist the ISRs with the sales process by taking on the role of action item tracker to ensure follow-up and critical actions are being performed - Support the Chief Financial Officer with financial analysis of the business, including budgeting, cost and margin analysis, cash-flow review, and ad hoc financial modeling - Confidential Information Memorandum (CIM) graphics, tables, and custom data presentation as required - Potential add-on functions may include setting up and administering the company’s social media accounts, expansion into proposal preparation, and generally helping the company simplify and automate many of its manual recurring tasks - Build financial models and analyses to evaluate proposed contracts and other strategic opportunities, quantifying the costs, returns, and risks to inform leadership decisions Required Qualifications: - Bachelor's degree in Data Analytics, Business Administration, Finance, Information Systems, or a related field — or equivalent demonstrated capability - Advanced proficiency in Microsoft Excel: pivot tables, VLOOKUP / XLOOKUP, INDEX-MATCH, conditional formatting, named ranges, and data validation. Capability of supporting the integration of PowerBI working in conjunction with a programmer(s) - Demonstrated ability to design structured, user-friendly spreadsheet systems — not just fill in existing ones - Exceptional attention to detail and a near-zero tolerance for data errors or incomplete records - Discipline and willingness to work with confidential information including customer names, and commission amounts without unauthorized disclosure - Strong written and verbal communication skills; comfortable and efficient interacting with senior leadership on a daily basis - Self-starter mindset — you see what needs to be done and you do it without waiting to be asked - Comfort operating in a fast-moving, resource-constrained startup environment where priorities can shift quickly - Solid grasp of core business and financial concepts — budgets, costs, margins, and cash flow — with the ability to build and interpret basic financial models - Adaptable, fast learner, comfortable working across functions — from sales operations to manufacturing and finance — and picking up new business domains quickly Preferred Qualifications: - Internship or project experience involving sales operations, revenue operations, or CRM administration - Familiarity with CRM concepts (Salesforce, HubSpot, Pipedrive) even if not a day-to-day user - Experience building Excel models with automated alerts or dashboards using Power Query or basic VBA macros - Exposure to B2B sales cycles, channel sales, or independent sales representative models - Experience working with or reporting to a founder, CEO, or small leadership team - Coursework, internship, or project experience in financial analysis, accounting, FP&A, or operations / supply-chain analytics Required Skills: Microsoft Excel, Power BI, Spreadsheet system design, Financial modeling, Sales pipeline management, CRM concepts, Sales operations, Revenue operations, Data analytics, Budgeting, Cost analysis, Margin analysis, Cash flow analysis Benefits: Performance bonus (50% personal performance / 50% company performance), Comprehensive health benefits (BCBS PPO, no premium for employee), dental and vision plans with minor contributions, 6% company match 401K, 12 paid Holidays and PTO, Life Insurance, LTD, EAP programs, Direct mentorship from the CEO and board leadership — rare exposure for an early-career professional, A clear growth path toward a Sales Operations, Business Operations, or Financial Analyst role as the company scales, 401(k) 6% Match, 401(k) matching, Dental insurance, Dependent health insurance coverage, Disability insurance, Health insurance, Life insurance, Paid holidays, Paid time off, Vision insurance