Commercial Analyst
Core
Drive efficiency and performance across revenue-generating functions by partnering with Sales, Marketing, and Data leadership to optimize processes, improve forecasting, and support strategic decision-making.
Role type
Commercial Analyst (Revenue Operations)
Builds
KPIs, dashboards, and automated workflows for revenue visibility and pipeline management
Domain
Fintech / Financial Services
Deliverable
dashboards & analysis
Required skills
Data analysis, SQL, Excel, CRM management, Forecasting, Process optimization, BI tools, AI/LLM tools
Preferred skills
Master's degree, Experience with Sigma/Looker/Tableau/Power BI, Financial products knowledge
Technologies
SQL, Excel, Salesforce, Sigma, Looker, Tableau, Power BI, Gemini, Claude
Responsibilities
Collect and interpret revenue funnel data to identify trends and opportunities; Build and maintain KPIs and dashboards for leadership visibility; 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 projects with data-driven analysis
Seniority
Mid-level (2–4 years experience)