Commercial Analytics Analyst
Core
Generate, review, and analyze commercial data, KPIs, and Salesforce information to develop strategies, monitor forecasts, and optimize portfolio behavior for the sales team.
Role type
Commercial Analytics Analyst
Builds
KPI dashboards, business forecasts, Salesforce optimization analyses, and client segmentation strategies
Domain
Commercial data and counterparty decisioning
Deliverable
dashboards & analysis
Required skills
SQL, Excel (ETL, complex analysis), Power BI (DAX) or Tableau, CRM analysis (Salesforce), UX/UI design, low-code tool development
Preferred skills
Data/Business analytics experience, innovative mindset
Technologies
Salesforce, Power BI, Tableau, SQL, Excel
Responsibilities
Generate and update KPIs for monitoring commercial activity; Present KPIs to commercial management to review results and trigger action plans; Review CRM information to generate Data Quality actions; Generate business forecasts based on KPIs and historical data; Perform Salesforce optimization analysis; Segment clients and products for resource optimization; Generate reports providing insights on portfolio behavior