What are the responsibilities and job description for the Sales Analyst position at Carrier Enterprise?
About Us
Carrier Enterprise (CE) is a subsidiary of the largest independent HVAC/R distribution company in the world, Watsco, Inc. At CE we proudly distribute industry leading brands such as Carrier, Bryant, Payne, GREE and other brands of HVAC and Refrigeration equipment, as well as a full-line of aftermarket parts, supplies and accessories. CE has approximately 200 locations throughout 28 states, Puerto Rico, the Caribbean, Latin America, Mexico and Canada with over 2,000 employees. Our vast footprint, inventory and e-Commerce platform allows us to provide our customers with best in class service when they need it and where they need it.
Carrier Enterprise is dedicated to providing Comfort Excellence to the HVAC/R industry. Our vision for Carrier Enterprise is simple...to become a world-class distribution company, and achieve differentiation through the relentless pursuit of service excellence. Our customers and our employees make the difference. We have vast opportunities at our stores, distribution centers, field offices, business units and Headquarter location. We embrace the diverse experiences, backgrounds, knowledge and ideas that make up our company culture. Those experiences only strengthen our teams and our business. From our retail locations to our e-Commerce and mobile platforms our team has the tools to help you grow your career at Carrier Enterprise. See where your drive will take you!
Find out more about CE at www.carrierenterprise.com.
Carrier Enterprise is an Equal Opportunity Employer. CE offers a competitive total pay (plus bonus on sales incentives) and benefits package inclusive of health, dental, vision, life insurance and 401(k).
Summary
Sales Analyst – Sales Operations, Forecasting & Customer Support
The Sales Analyst supports the Sales Manager and Territory Managers by providing critical analysis, reporting, customer support, and order execution follow-up. This role is responsible for assisting with the sales forecast process, tracking backlog, analyzing open stock and direct orders, and coordinating with logistics, operations, factories, and customers to help ensure timely shipment and invoicing. The Sales Analyst also supports quoting, pricing, inventory communication, ecommerce adoption, promotions, product launches, and customer inquiries. This position serves as a key liaison between sales, operations, and customers, helping drive forecast accuracy, revenue achievement, and customer satisfaction.
This position directly supports revenue achievement, forecast reliability, customer satisfaction, and sales channel growth.
Essential Duties And Responsibilities
Sales Forecasting, Backlog Management & Reporting
Carrier Enterprise (CE) is a subsidiary of the largest independent HVAC/R distribution company in the world, Watsco, Inc. At CE we proudly distribute industry leading brands such as Carrier, Bryant, Payne, GREE and other brands of HVAC and Refrigeration equipment, as well as a full-line of aftermarket parts, supplies and accessories. CE has approximately 200 locations throughout 28 states, Puerto Rico, the Caribbean, Latin America, Mexico and Canada with over 2,000 employees. Our vast footprint, inventory and e-Commerce platform allows us to provide our customers with best in class service when they need it and where they need it.
Carrier Enterprise is dedicated to providing Comfort Excellence to the HVAC/R industry. Our vision for Carrier Enterprise is simple...to become a world-class distribution company, and achieve differentiation through the relentless pursuit of service excellence. Our customers and our employees make the difference. We have vast opportunities at our stores, distribution centers, field offices, business units and Headquarter location. We embrace the diverse experiences, backgrounds, knowledge and ideas that make up our company culture. Those experiences only strengthen our teams and our business. From our retail locations to our e-Commerce and mobile platforms our team has the tools to help you grow your career at Carrier Enterprise. See where your drive will take you!
Find out more about CE at www.carrierenterprise.com.
Carrier Enterprise is an Equal Opportunity Employer. CE offers a competitive total pay (plus bonus on sales incentives) and benefits package inclusive of health, dental, vision, life insurance and 401(k).
Summary
Sales Analyst – Sales Operations, Forecasting & Customer Support
The Sales Analyst supports the Sales Manager and Territory Managers by providing critical analysis, reporting, customer support, and order execution follow-up. This role is responsible for assisting with the sales forecast process, tracking backlog, analyzing open stock and direct orders, and coordinating with logistics, operations, factories, and customers to help ensure timely shipment and invoicing. The Sales Analyst also supports quoting, pricing, inventory communication, ecommerce adoption, promotions, product launches, and customer inquiries. This position serves as a key liaison between sales, operations, and customers, helping drive forecast accuracy, revenue achievement, and customer satisfaction.
This position directly supports revenue achievement, forecast reliability, customer satisfaction, and sales channel growth.
Essential Duties And Responsibilities
Sales Forecasting, Backlog Management & Reporting
- Assist the Sales Manager with the sales forecast process by creating, maintaining, and analyzing reports related to open orders, backlog, expected shipments, and invoicing opportunities.
- Track stock and direct orders daily to evaluate shipment probability and identify risks that may impact forecast achievement.
- Follow up with logistics teams, operations, factories, and other internal stakeholders to help expedite shipments and improve order execution.
- Provide day-by-day visibility into open orders, shipment expectations, and potential revenue recognition.
- Monitor order status from entry through shipment and invoicing, ensuring timely order processing and customer confirmation.
- Work closely with sales and operations teams to support inventory forecasting, order tracking, and demand planning efforts.
- Identify potential delays, gaps, or issues in backlog execution and escalate as needed to support forecast commitments.
- Execute reporting for sales performance, market imports and industry trends.
- Deliver comprehensive operational support to Territory Managers to improve team productivity, customer response time, and sales execution.
- Support Territory Managers with customer account setup, ecommerce tool usage, customer training, and ongoing system adoption.
- Assist with implementation and execution of promotions, product launches, special pricing programs, and strategic sales initiatives.
- Proactively follow up on open quotes, inactive opportunities, and pending customer decisions to maximize conversion rates and drive sales channel growth.
- Customer Communication & Support
- Manage customer communications with professionalism, urgency, and accuracy through phone, email, and digital platforms.
- Respond to customer inquiries and resolve pre-sale and post-sale issues in coordination with internal departments.
- Assist customers with product selection by providing guidance on product options, pricing, delivery timelines, technical requirements, and order-related details.
- Provide customers with product data sheets, AHRI certifications, parts lists, warranty information, technical materials, and other documentation as needed.
- Support customers and Territory Managers with container load optimization and order planning requirements.
- Develop and prepare accurate customer quotes that align with customer specifications, company pricing guidelines, and industry standards.
- Process free spare parts quotes to be included with Asian equipment orders.
- Request special price quotes from Carrier factory and/or other factories and track approvals through completion.
- Support execution of special promotion programs for internal and external customers, including coordination with Carrier NAO and other factory partners.
- Process factory credit claims related to promotions or special programs as required.
- Assist with pricing management by gathering price sheets and Territory Manager feedback and coordinating timely updates with the PriceFx team whenever costs or prices are adjusted.
- Share daily inventory reports with customers and internal sales teams.
- Promote excess, slow-moving, and obsolete inventory using the ESD list provided by operations.
- Create and distribute flyers or customer communications to support sales of ESD inventory on a weekly basis or as needed.
- Submit required approval forms for new ESD sales.
- Coordinate with purchasing to request new SKU setup in the ERP system for new products.
- Support customers with product certification labeling as needed for orders with the support of product development manager.
- Coordinate training events, marketing activities, and point-of-purchase materials in collaboration with the Marketing Analyst.
- Support product launches, promotional campaigns, and customer-facing sales initiatives as needed.