The Business Analyst plays a critical role in enabling commercial organization through data-driven insights, operational discipline, and continuous improvement of commercial processes. This role oversees commercial reporting infrastructure, including SFDC, Power BI dashboards, CRM reporting, pipeline analytics, and forecasting tools.
This position works closely with sales leadership, marketing, finance, and operations to drive commercial excellence across the organization by improving pipeline visibility, strengthening lead management processes, and providing actionable insights that improve sales effectiveness. The ideal candidate combines strong analytical capabilities, systems expertise, and commercial process knowledge, helping the organization translate data into insights that drive revenue growth and operational performance.
Key Responsibilities
Commercial Excellence
- Drive commercial initiatives that improve sales performance, pipeline discipline, and forecasting accuracy.
- Develop and maintain standardized commercial KPIs and dashboards to monitor pipeline health, opportunity conversion, and sales productivity.
- Support implementation of best practices for pipeline management, opportunity qualification, and account planning.
- Identify opportunities to improve sales effectiveness, operational efficiency, and commercial execution.
Sales Performance & Reporting
- Design and build Power BI dashboards and reporting tools that provide visibility into commercial performance.
- Build and manage complex Power Query solutions, including multi-step transformation, logic standardization, and data model integration.
- Produce regular reports on pipeline health, win rates, revenue trends, and customer performance.
- Ensure data integrity and governance across commercial reporting systems.
- Support leadership with quarterly business reviews, strategic account analysis, and ad-hoc reporting
Sales Operations & Process Management
- Manage and improve sales reporting processes, including forecasting, pipeline reviews, and opportunity tracking.
- Maintain CRM data quality and reporting accuracy.
- Support territory planning, account assignments, and sales operational workflows.
- Assist with onboarding and training of sales teams on CRM systems, reporting tools, and pipeline management processes.
- Oversees Commercial Toolbox in Teams, ensuring all reporting tools are organized, accessible and updated
Business Analytics & Market Insights
- Analyze commercial performance data to identify growth opportunities, market trends, and sales performance drivers.
- Develop analytics that support strategic account development and high-growth customer targeting.
- Provide insights that inform commercial strategy and decision making.
- Translate complex data into clear insights and actionable recommendations for leadership.
Marketing & Lead Management
- Partners with marketing to manage lead generation workflows and marketing-to-sales lead handoffs.
- Support lead-to-opportunity conversion and marketing pipeline contribution.
- Support development of lead scoring models, lead routing processes, and CRM integration with marketing platforms.
Education
- Bachelor’s degree in Business, Marketing, Finance, Data Analytics, or related field
Experience
- 3–6+ years’ experience in Sales Operations, Sales Enablement, Commercial Operations
- Experience supporting B2B sales teams
- Experience with technical selling process
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Technical Skills
- Expert proficiency with CRM systems (Salesforce preferred)
- Strong experience with Power BI or other business intelligence tools
- Familiarity with marketing automation platforms (HubSpot, Marketo, Pardot, etc.)
- Advanced Excel and data analysis capabilities
Core Competencies
- Strong analytical mindset and problem-solving ability
- Ability to translate complex data into clear business insights
- Strong cross-functional collaboration with sales, marketing, and leadership teams
- Highly organized with strong attention to detail
- Ability to manage multiple projects in a fast-paced commercial environment