Sales & Service Analyst

58-68k

We move to the beat of a different drum. Our core values aren’t just words on a piece of paper but something we strive to live out every day. We make a difference in the lives of our employees, their families, and our communities. We accomplish this by using our time, talents, and resources. Each of our locations support local charities and we offer the opportunity to participate in international mission trips.

We are committed to our culture. We rally behind our core values, and we deliver a positive experience to our customers. We celebrate our employees’ success and encourage our team members to bring their insights and recommendations to the table. Are you ready to discover your true potential? Are you ready to join the Lineage family?

The Sales & Service Analyst plays a critical role in driving data accuracy, operational efficiency, and revenue growth by managing service and sales data, CRM administration, and performance reporting. This role serves as a cross-functional liaison between Sales, Service, and Leadership, delivering actionable insights through analytics, dashboards, and process optimization.

Service Support Analytics

• Collaborate with Finance department to review and analyze reporting data in regard to service contracts, billing, price increases, and profitability.

• Enter, validate, and maintain service financial and performance data within service metric dashboards, identifying and resolving suspect data points.
• Review MIF (machines in field) reporting across equipment categories (B&W, B&W with Color, Production, KPI, etc.).
• Maintain and report a dynamic list of “end-of-life” field systems.
• Review loaner equipment deployment and field status, reporting findings to management.
• Review monthly field technician car stock levels and communicate to Service Management.
• Maintain accurate technician territory assignments.
• Partner with management to analyze usage data, establish preventive maintenance schedules, and track PM activity monthly.
• Track field technician-generated leads and report conversions to Sales leadership.

Sales Support Analytics

• Analyze data and deliver recommendations that focus on sales and efficiency improvements.
• Track and analyze performance trends and recommend items to scale or improve.
• Manage Dashboard creation and upkeep in Salesforce.
• Manage territory/account assignments, and all subsequent changes due to sales turnover.
• Assist in sales team training and best practice use of Salesforce.
• Oversee metrics such as forecasting, pipeline development and Affinity lease progress.
• Provide proactive reports of activity, performance conflicts, and operational reporting.
• Pull and provide target lists as requested by Sales Management from multiple databases assigning & creating leads as directed by Sales Management
• Analyze Quadient promotions and match to existing Lineage customers, as well as known competitive records in Salesforce.
• Convert manual/email leads we receive (from Quadient, Buyerzone, Hubspot/Lineage) into “Leads” in Salesforce.

Cross Functional Support and Other Items

• Act as a communication liaison when needed between Dispatch, Shop, Field Technicians, Sales Management, Finance, and Executive Leadership
• Develop expert-level proficiency in operational and reporting systems including Printavista, eAutomate, CEO Juice, Salesforce, and related data platforms.
• Live out Lineage core values of Integrity, Growth, Family Culture, Pursuit of Excellence, and Compassion is all aspects of the job.
• And other duties as assigned.

• Bachelor’s degree in Business, Finance, Analytics, Information Systems, Marketing, or equivalent combination of relevant experience and education may be considered.
• 2-3 years of progressive experience preferred in Sales Operations, Service Operations, CRM Administration, Business Analytics, or a closely related role.
• Proven ability to independently manage recurring operational processes, reporting cycles, and data validation with minimal oversight.
• Strong proficiency in CRM reporting, dashboards, and data analysis, with the ability to build and maintain reports that support daily operations and management decisions.
• Advanced working knowledge of Microsoft Excel, including pivot tables, lookups, and formulas.
• Ability to independently identify, investigate, and correct data inconsistencies across multiple systems.
• Comfortable learning new systems and adapting to evolving reporting and data requirements.
• Working knowledge of ERP and service management systems, preferably eAutomate, Printavista, CEO Juice.
• Clear and professional written and verbal communication skills.

• This position is in a professional office environment.
• This is largely a sedentary position.
• This position would require some lifting (up to 75lbs).
• Filing, bending, standing, reaching with hands/arms, etc. as necessary.
• While performing the duties of this position, the employee is required to speak and hear.

Lineage Offers full time employees with the following benefit options:

• Medical, Dental, Vision Insurance
• Company paid Long Term Disability and Basic Life Insurance
• Voluntary Additional Life Insurance/AD&D, Short Term Disability, Accident Insurance, Critical Illness Insurance, and Hospital Insurance
• $1000 Health Payment Account
• 401k and Roth 401k with discretionary employer contributions
• Paid Time Off starting at 12 days, and accruals start upon hire
• Paid Holidays
• Parental Leave
• Annual Company Bonus Programs
• First Time Homebuyers Program gifting $10k towards the purchase of your first home
• Area Caring Teams designed to meet the needs of our employees, whether it be emotionally, financially, or spiritually.

Lineage is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, race, color, sex, religion, national origin, disability, sexual orientation, gender identity or expression, pregnancy status, marital status, military or veteran status, genetic disposition or any other reason protected by law.