Commercial Analyst
Core
Drive efficiency and performance across revenue-generating functions by partnering with Sales, Marketing, and Data leadership to optimize processes and support strategic decision-making.
Role type
Commercial Analyst (Revenue Operations)
Builds
Revenue analytics dashboards, optimized forecasting workflows, and automated revenue tech stack solutions
Domain
Fintech / Financial Services
Deliverable
dashboards & analysis
Required skills
Revenue lifecycle management, data analysis, process optimization, CRM management, forecasting, SQL, Excel, BI tools
Preferred skills
AI/LLM tool application, financial products knowledge, advanced BI tools
Technologies
SQL, Excel, Salesforce, Sigma, Looker, Tableau, Power BI, AI/LLM tools
Responsibilities
Collect and analyze revenue funnel data to identify trends and opportunities; Build and maintain KPIs and dashboards for pipeline health and revenue performance; Assess end-to-end revenue processes to identify bottlenecks and implement improvements; Own regular reporting on revenue performance and forecasts; Maintain and improve CRM and revenue tech stack; Identify opportunities to automate manual tasks in revenue workflows; Support cross-functional strategic initiatives with data-driven analysis
Seniority
Mid-level, hands-on IC
