Commercial Operations Analyst
Description
Job Summary
Produces reports that provide insight and guidance to management, including mapping employee activities to overall performance. Partners with various business units to share insights, identify workflow improvements, and develop customer engagement campaigns to increase product adoption. Supports Sales and Customer Success teams by ensuring accurate data, reporting, and analytics across business systems and tools.
Key Responsibilities & Duties
Delivers on identified ongoing needs around performance management, executes reports as needed, and partners with Commercial Operations peers and leadership to address ongoing and ad hoc reporting needs.
Consistently delivers routine reporting and data insights as requested by management.
Produces reports and dashboards that provide meaningful insights into sales performance, customer activity, and operational metrics.
Extracts, validates, cleanses, and analyzes data using multiple systems, including Dynamics 365, Salesforce, HubSpot, and Power BI.
Identifies data discrepancies, inconsistencies, and data quality issues, ensuring reporting accuracy and reliability.
Supports Sales and Customer Success teams by providing actionable insights and recommendations based on business data.
Uses advanced Excel functionality to transform and analyze data.
Understands relationships between data tables and systems to ensure accurate reporting and insights.
Provides feedback and ideas on the continuous improvement of reporting artifacts, dashboards, and reporting processes.
Experience, Skills and Key Competencies
1-2 years of experience in a data, reporting, analytics, sales operations, or similar role.
Proficient in Microsoft Excel, including Pivot Tables, VLOOKUP/XLOOKUP, Power Query, and working with connected data tables.
Knowledge of business intelligence tools, particularly Power BI, and emerging related technologies will be a plus.
Ability to acquire, cleanse, validate, and analyze data from primary or secondary data sources and provide insights into performance and opportunities.
Strong attention to detail and ability to work effectively with large, complex, and sometimes messy datasets.
Ability to identify discrepancies, trends, and opportunities within data and translate findings into actionable recommendations.
Strong business acumen to understand the market and analyze and resolve issues.
Excellent communication skills in English.