Commercial Excellence Specialist - CRM / Hubspot
Core
Analyze commercial data, build dashboards, and improve processes to help sales and customer success teams make better decisions.
Role type
Commercial Excellence Specialist (CRM/Analytics)
Builds
Dashboards, reporting, and data-driven commercial initiatives for the International Vehicle Payments business.
Domain
Financial technology / Commercial payments
Deliverable
dashboards & analysis
Required skills
Data analysis, mathematical modeling, CRM proficiency, process improvement, segmentation, KPI tracking, stakeholder presentation
Preferred skills
HubSpot expertise, AI tool adoption, automation, project management
Technologies
HubSpot, internal databases, AI tools, ChatGPT, Aircall, Clay, Fireflies
Responsibilities
Analyze data across sales, customer segments, and pipeline; build reporting and dashboards for leadership; identify process bottlenecks; present insights to stakeholders; drive cross-functional projects.
Seniority
Mid-level, hands-on IC