Sales Analyst Growth

Own weekly reporting and dashboard updates to drive service sales performance and accuracy across the UK.

About The Role

Our work is guided by our purpose: creating an energy-resilient world for a better future. This purpose embodies the legacy we bring, with more than 100 years as the global leader in energy resilience, delivering solutions critical to sustain and improve life. Our teams have the opportunity to provide a critical resource – energy – that ensures safety, security, and independence for people around the world. Our team members are focused on pushing boundaries, continuing to innovate in an ever-changing landscape, and keeping up with the pace required to create solutions for today's world demands.

At Rehlko, you have the freedom to identify, create, and deliver solutions – large and small – that help people and communities thrive in the moments that matter. We are committed to fostering a safe and sustainable work environment where safety is everyone’s responsibility. We empower every team member to actively participate in our Zero Is Possible safety culture by encouraging open communication, proactively reporting hazards, following protocols, and suggesting improvements.

What We Offer

• Competitive compensation and benefits
• Work-life flexibility
• Recognition and rewards
• Development and career opportunities
• A safe and inclusive workplace

Why You Will Love This Job

Support the Service Sales teams UK and Ireland (Service Sales New Business & UK Business Development Manager) with Administration and Reporting tasks as required.

Specific Responsibilities

• Updating the penetration figures with new hardware ordered, new hardware commissioned and new Extended Warranty Agreements (EWA's) purchased and report findings on a monthly basis to Service Sales Manager, Finance and Service Sales Directors.
• Updating the Services Sales Dashboard for the Service Sales Director.
• Check the sales of MINIPower equipment with a view to quoting for maintenance for existing contract customers.
• Reporting on a monthly basis the value of New EWA orders received by each Service Sales Executive and updating the Service Sales Dashboard for the Service Sales Director.
• Maintaining a quotation spreadsheet for the means of reporting on the number and value of quotations raised by each Service Sales Executive on a monthly basis and updating the Service Sales Dashboard for the Services Sales Director.
• Reporting on a monthly basis the number of hardware orders commissioned by running a commissioning report from Navigator and updating the Service Sales Dashboard for the Service Sales Director.
• Reporting on a monthly basis the number and value of orders received by each Service Sales Executive and update the Service Sales Dashboard with information taken from the Service Sales Order/Quote entry spreadsheet for the Service Sales Director.
• Check that the new EWA orders on the Service Sales Order Entry spreadsheet matches the new EWA's entered onto Navigator and onto the Order Entry Spreadsheet.
• Reporting on the number and type of valid 3rd party quotes by running a report from Navigator and updating the Service Sales Dashboard for the Service Sales Director.
• Update The Service Sales Dashboard for the Service Sales Director, on a monthly basis with the New Business orders received by taking the information from the Order entry spreadsheet.
• Run a report from Navigator, on a monthly basis of all the maintenance quotations that have been lost since 2020.
• Manually removing items that have already been put onto contract, are prior to 2020 and have valid versions of the quotes, to establish the number of quotes for maintenance that are no longer being chased in.
• Run reports on a monthly basis of batteries that are due replacement in 6 months time, for the on contract customers, where the information has not been picked up on the Preventative Maintenance Report.
• Create quote templates and allocate to Services Sales Executives as required.
• Run reports on a monthly basis of capacitors that are due replacement in 6 months time, for the on contract customers, where the information has not been picked up on the Preventative Maintenance Report.
• Run reports on a quarterly basis of batteries that are due replacement in 12 months time, for the not on contract customers.
• Run reports on a quarterly basis of capacitors that are due replacement in 12 months time, for the not on contract customers.
• Check on quote progress to enable updates to be made to the Penetration Figures for equipment no longer being used.
• Regularly run a commissioning report from Navigator to capture the generator and emergency lighting commissioned jobs.
• Set up the new EWA's from Sales Orders and create quote templates, cost sheets and allocate to Service Sales Executives.
• Report to Service Sales Manager on a weekly basis, on the valid quotes for generator consumables and advise when the major visit was/is due.

Departmental Management & Processes

• Allocation of remedial work quotations to the Service Sales Executives which come through as enquiries to the department by e-mail.
• Processing & checking Magic Pen Documents, for remedial work to be quoted.
• Creating and allocating remedial work quotations to the Service Sales Executives for work identified from the Magic Pen Documents and Preventative Maintenance Reports from Third Parties.
• Obtaining quotations from Third Parties for remedial work recommended on Preventative Maintenance Reports.
• Working with Scheduling team to identify Generator contracts that require ‘major’ PPM visit in upcoming periods and liaise with sub-contractor for consumable costs and allocate to Services Sales Executives as appropriate.
• Updating Navigator with replaced batteries and replaced capacitors from Field Service Reports.
• Ensuring quotes are allocated to the Service Sales Executives in a manner such that they have equal opportunities and work with their key clients.

Other Administration Tasks

• Creating EWA agreements from Sales Orders on Navigator upon the receipt of Magic Pen Commissioning Reports and electronic files from Projects Department.
• Creating and allocating New EWA quotations for the Service Sales Executives for newly commissioned UPS, generators and emergency lighting systems.
• Raise a cost sheet for Service Sales New Business team and Business Development Manager from commission / ppm and FSR reports.
• Check for missed commissioning's/upcoming commissioning's on a regular basis on the penetration figures in conjunction with diary entries in Navigator.
• Processing New EWA purchase orders received by the Service Sales Executives and Business Development Manager by entering onto the Sales Order Entry spreadsheet where required.
• Updating Navigator for New EWA agreements reflecting the level of cover required by the customer and setting up the preventative maintenance visit requirements.
• Raising Order Acknowledgments and Invoices for the New EWA's.
• Save purchase order, quote and any other relevant documents into the Documents folder in Navigator.
• Creating Service Plan Agreements for New EWA's and amending Service Plan Agreements for Renewals.
• Returning signed documents to the customer and updating EWA agreement on Navigator.
• Placing purchase orders on subcontractors for maintenance contracts.
• Regular monitoring of the Service Sales inbox and forwarding items to the correct personnel.
• Regular monitoring of the Services Sales Quotations inbox and allocating/creating quotation templates for the Service Sales Executives.
• Creating new Service Sales Quotation Templates for new Service Sales Staff or new products as and when required.
• Amending of Service Sales Quotation Templates as and when required.
• As appropriate responsible for amending address records in Navigator.
• Navigator Champion – discussing ongoing improvements within the department and with other Champions.
• Typing and electronically filing quotations raised by the Service Sales Executives.
• Provide holiday cover for the department by processing orders or re-allocating quotes where required.
• Ensuring that the KCM reviews are conducted accurately and in line with time-bound guidelines.
• Regularly check the EWA Issues Spreadsheet to see if there are any insights I can provide.