Commercial Analyst
2 weeks ago
Sales Operations:
- Maintain accurate pipeline data to ensure reliable dashboards, reports, and business review insights.
- Collaborate with sales teams to keep sales data clean, complete, and up to date.
- Develop and maintain end-to-end sales process documentation and workflow diagrams.
- Review opportunities from Scoping to Proposing, validating estimation files, proposals, and supporting documents before Commercial approval.
- Validate closed deals by confirming contracts or client POs are complete before final closure.
- Participate in weekly sales and operations meetings to identify issues, follow-ups, and cross- team dependencies. Capture action items and ensure timely resolution through coordinated communication with relevant stakeholders.
- Support sales onboarding by providing tools, training, and guidance on processes and CRM best practices.
Pipeline to Revenue process:
- Monitor and manage the end-to-end pipeline-to-revenue process, ensuring that opportunities move accurately through each sales stage gates.
- Track pipeline metrics to identify bottlenecks, forecast revenue, and align sales activity with financial outcomes.
- Collaborate with Sales, Finance, and Delivery teams for smooth handover, resource planning, and timely revenue recognition.
Reporting & Analysis:
- Produce, prepare and deliver weekly or monthly sales and financial reports, consolidating data from Salesforce and from other business systems.
- Perform ad hoc analyses to answer specific business questions, investigate anomalies, and support decision-making.
- Review dashboards and reports to ensure data accuracy, investigating and resolving discrepancies promptly.
- Provide insights on performance trends, collaborative forecasting, and key commercial metrics to support leadership decision-making.
Core Competencies:
CRM Proficiency
- Knowledge in Salesforce and / or Hubspot, including pipeline management, reporting, data hygiene, and opportunity tracking to support sales operations.
Data Analysis & Reporting Skills
- Proficiency in Excel spreadsheet and familiarity with tools such as PowerPoint and Word for creating clear, insight-driven reports and presentations.
Stakeholder Management
- Ability to engage, coordinate, and influence cross-functional stakeholders—ensuring alignment and timely information flow.
Results-Driven Team Support
- Demonstrated passion for supporting commercial teams, enabling success through accurate reporting, operational support, and proactive collaboration.
Time Management & Attention to Detail
- Ability to manage multiple priorities, meet time-sensitive deadlines, and deliver accurate work with a strong sense of urgency.
Problem-Solving & Critical Thinking
- Skilled in identifying issues, analyzing root causes, and ability to work through ambiguity with sound judgement.
Organizational & Interpersonal Skills
- Capable of managing structured workflows, maintaining documentation, and interacting effectively with diverse teams.
Adaptability in a Dynamic Environment
- Comfortable working in fast-paced settings with shifting priorities. Able to quickly adjust to new tools, processes, and business needs.
English Language Proficiency
- Oral and written English communication skills required for drafting business documents, reports, and stakeholder correspondence.
Flexibility & Willingness to Take On Additional Tasks
- Readiness to support special projects, ad hoc analyses, and operational requests as the business evolves.
Financial Acumen
- Understanding of commercial metrics (margins, revenue forecasting, pricing models, deal structures).
Process Documentation & SOP Development
- Experience creating or maintaining business process documents, SOPs, and governance frameworks.
Dashboard/BI Tools
- Exposure to Power BI, Tableau, or similar visualization tools to support reporting and insights.
- Contract Opportunity Review Familiarity
- Ability to spot inconsistencies between CRM data, estimates, and contract details.
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