• Equipment Data Analyst

    Job Locations US-CA-SAN LEANDRO
    Requisition #
    Customer Service/Support
  • Overview



    Customer First | Integrity | Excellence | Teamwork | Fun!


    Peterson Holding has an immediate need for an experienced Equipment Data Analyst at our San Leandro, CA location. 


    About Us:

    At Peterson our Vision is to be our customers’ first choice.   We put our customers first and continually strengthen our partnerships through our employee’s hard work, ingenuity and determination.  Our 80 year history is a reflection of our collective efforts and focus.


    We provide a family oriented environment that promotes safety, personal growth and professional achievement.   Critical to our continued success is hiring and developing exceptional employees.  We are deeply committed to providing an environment necessary to attract and retain engaged employees who will relentlessly strive to reach Peterson’s strategic goals and vision.  We have high standards for our employees, with good reason.  They represent Peterson, our family, our brand, and our values to customers and our team members.


    Why Peterson?

    We have high expectations and so do you.  You are exceptionally motivated, have outstanding skills, and are looking for more than just a job.  We offer competitive wages, generous benefits, and promotional opportunities at a family owned and operated business that really cares about employees.  If you want to work side-by-side with others who are passionate about customer service, consider joining our team.  You can help us write more chapters in our success story as we move towards celebrating our 100 year anniversary.




    The person in the position organizes and performs Machines–Engines Inventory/Population data cleanup and maintenance in DBS-OLGA-ED-CRM for all Peterson CAT locations (CA and OR). Responsible to review and perform monthly cleanup and update duties for all DBS-OLGA-ED-CRM (Dealer-Business Systems - Opportunity Lead Generation Analyzer – Equipment Data) specific system maintenance and reports. Responsible to update customers’ Machines-Engines population records as requested by Product Support Reps, Machines-Engines Salesman and Sales Managers and other Peterson CAT employees as defined by the Product Support Programs Supervisor.


    • Works under the direction of the Product Support Programs Supervisor to perform duties in cleaning up and maintaining Customers’ Equipment Population records (Machines-Engines) with valid and accurate data.
    • Communicates on a daily/weekly basis, with Product Support Programs Supervisor to resolve issues or problems related to Machines and Engines Customers’ inventory-population record accuracy and updates; and on a monthly basis resolve issues and problems in relation to error and exception reports.
    • Prepare and create analysis/reports, presentations, graphs and other analysis reports on Equipment data; including CAT, non-CAT, T200 for customers and machines
    • Prepare and create analysis/reports, presentation, graphs and other analysis report on OLGA and COGNOS including; Opportunity, Sales, Lost Opportunities, POPS and POLS, and all related subjects found in OLGA web reports.
    • Updates guidelines and other reference material for DBS, ED (Equipment Data) and other systems manuals/guidelines
    • Works directly or indirectly, as defined by the Product Support Programs Supervisor with Product Supports Reps, Machines-Engines Salespeople and Sales Managers and other Peterson CAT employees to update customer’s machines-engines inventory/population records. 

    Organizes data and performs cleanup duties for the following OLGA reports and configurations:

    • Opportunity/Sales
    • Past And Future Opportunity
    • Customer Exclusion Report
    • Duplicate Serial Number Report
    • Parked Equipment Conflict Report
    • Processing Errors
    • Calculations Errors
    • Data Errors
    • Configurations
      • Branch Stores
      • Generic Parts
      • Labor Rates
      • Source Supply Codes
      • Exclusions and Inclusions
      • CRM Exports
      • Dealer Parts
      • Dealer BUILDER File Upload
      • BUILDER Files 

    Customer’s Equipment Population Maintenance

    • Remove or Add units - Equipment that have been sold, no longer in service or purchased
    • Update prime product record - Equipment’s units that are “out of territory” or will be parked for extended periods of time
    • Verify-Update Customer’s Population unit accuracy
      • Equipment Population accuracy
      • Serial Number
      • Display Model
      • Principal Work Code
      • Application Code
      • Year of Manufacture
      • Annual Hours
      • Customer Assigned Industry Segment
      • Customer Assigned Store
      • And, other information as requested-needed 

    Customer-Equipment Association Information:

    • Verify association between Customer and Equipment
    • Perform Customer Inclusion/Exclusion in and from OLGA
    • Customer/Equipment accuracy between DBS and OLGA
    • Maintains punctual, regular, and predictable attendance.
    • Respectfully takes direction from supervisor/ manager.


    Associate's degree (A. A.) or equivalent from two-year College or technical school; and at least two years of work experience with data analysis and inputs; or equivalent combination of education and experience.


    Experience with DBS, CAT Machines-Engines Equipment database and Tableau knowledge is strongly preferred. Knowledge and working experience with Microsoft Office (Excel-Word-PowerPoint) programs is a requirement.


    Peterson Holding Company is committed to equal employment opportunity and affirmative action.  Minorities, females, veterans, and individuals with disabilities are encouraged to apply. A drug screen and background check is required.



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