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Posted August 23, 2026

Business Analyst

Judit Inc
Plano, TX, US Full Time

Job Description

Job Description

Top skills:

  • Financial Analysis
  • Data Modeling
  • Revenue Planning

Schedule: Fully onsite

Key Responsibilities:

  • Prepare detailed quotations using templates and pricing structures
  • Analyze customer requirements and specifications to determine products and pricing
  • Collaborate with sales teams to gather necessary information for Quote preparation
  • Utilize advanced Excel functions (e.g., formulas, pivot tables, macros) to perform complex calculations and analyze data
  • Create and update opportunities, products, price books, and quotes within Salesforce
  • Ensure accuracy and consistency across all quoted materials
  • Communicate effectively with internal stakeholders regarding quote status updates

Qualifications:

  • Proven experience working with Microsoft Excel at an expert level; proficiency in VBA programming preferred but not mandatory
  • Strong understanding of Salesforce features, including opportunity management, product catalogs, and quote generation tools
  • Excellent analytical abilities with attention to detail
  • Ability to work independently under tight deadlines while maintaining high-quality outputs
  • Effective communication skills both verbally and in writing

Skills & Tools Required:

  • Advanced Excel Skills: Pivot Tables, Conditional Formatting, Data Validation, Macros/VBA scripting
  • Proficient in Microsoft Office Suite (Excel, Outlook)
  • Time management capabilities

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