Marketing Data Analyst
Job Description
Summary of Primary Functions:
The Marketing Data Analyst is responsible for the execution, accuracy, and continuous improvement of core sales analytics processes, with a primary focus on Transaction Pricing and Participation reporting. This role ensures that critical commercial data is complete, accurate, and reliable, enabling effective decision-making across sales, marketing, and leadership. The position plays a key role in maintaining CRM data integrity, supporting reporting processes, and delivering consistent, high-quality analytical outputs.
Essential Functions and Responsibilities: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. (Other duties may be assigned)
- Serves as the primary executor of recurring reporting processes and data validation activities.
- Cross functionally support Corporate Sales Operations team with equipment and attachments invoicing during each month’s sale cycle
- Execute the weekly Transaction Pricing process, ensuring accuracy, timeliness, and consistency
- Collect, consolidate, and validate transaction pricing data from multiple systems (e.g., internal quoting tools and OEM sources)
- Maintain and update Power BI reports and reporting outputs related to Transaction Pricing
- Execute the monthly participation reporting process, including data collection, file creation, and distribution
- Consolidate participation data and track submission status across sales teams
- Maintain and update Power BI reporting related to participation and performance metrics
- Ensure proper distribution of reports, subscriptions, and communications to stakeholders and sales leadership
- Perform ongoing audits and update CRM data to ensure completeness, accuracy, and alignment with business standards
- Identify data gaps, inconsistencies, and user adoption issues across pipelines, accounts, and activities
- Monitor CRM data integrity and proactively recommend corrective actions
- Partner with the Sales Enablement Supervisor to support data governance and process improvement initiatives
- Maintain and update sales pipeline and performance reports for account managers and leadership
- Validate data and identify opportunities to improve reporting to ensure accuracy and consistency across processes and dashboards
- Help produce recurring and ad-hoc reports using Power BI and other reporting tools
- Support leadership with data requests and operational reporting needs
- Support ongoing enhancements to reporting tools and systems
- Assist in testing updates and validating system changes related to CRM, reporting, and pricing tools
- Maintain documentation for key reporting processes and workflows
Qualifications: The requirements listed below are representative of the knowledge, skill, and/or ability required.
- 2–5 years of experience in data analysis, sales operations, or reporting roles
- Strong proficiency in Excel and Power BI (or similar data visualization tools)
- Experience working with large datasets and multiple data sources
- High attention to detail with a strong focus on data accuracy and validation
Education, Skill, and/or Experience Requirements:
- Bachelor’s degree in Business, Analytics, Finance, or related field
- Experience with CRM systems (Microsoft Dynamics preferred)
- Exposure to pricing, transaction data, or sales reporting environments
- Experience in equipment, dealership, or multi-location business models
- Data Accuracy & Integrity – Maintains high standards for data quality and validation
- Process Discipline – Executes recurring workflows reliably and consistently
- Analytical Thinking – Identifies trends, discrepancies, and improvement opportunities
- Attention to Detail – Ensures precision across all reporting and data activities
- Collaboration – Works effectively with cross-functional partners
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee frequently is required to stand, walk; climb or balance; and stoop, kneel, or crouch. The employee is regularly required to sit. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, and depth perception.
Work Environment:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. While performing the duties of this job, the employee is occasionally exposed to wet and/or humid conditions, moving mechanical parts, and outside weather conditions. The noise level in the work environment is usually quiet.
We’re an Equal Employment Opportunity and Affirmative Action Employer:
Dobbs Equipment is an Equal Employment Opportunity (EEO) and Affirmative Action employer. We are committed to providing an environment free of discrimination, harassment, and retaliation both for our employees and applicants. We make all employment-related decisions on the basis of an individual’s qualifications and job performance. We recruit, hire, promote, train, transfer, and make compensation decisions without regard to race, religion, color, creed, national origin, ancestry or citizenship status, sex, sexual orientation, gender, genetic information, marital status, pregnancy status, age, disability, protected veteran status, or any other characteristic protected by federal, state, or local law.
Notice to Applicants: We participate in E-Verify in the United States.
Drug Free and Alcohol-Free Workplace Notice.
Dobbs Equipment is an Equal Opportunity and At-Will Employer.