Senior Analyst, Commercial Excellence
Sales Operations Administrative - End Users
About the Role
We are looking for a highly analytical and digitally savvy Sales Operations Administrative professional to join our End Users team.
This role plays a critical part in driving commercial efficiency by ensuring strong data management, KPI tracking, CRM discipline, and high-quality reporting.
You will support key processes such as forecast management, account planning, opportunity tracking, and business performance analysis.
You will work closely with internal stakeholders (Key Account Managers, Business Units, Finance, Tendering), providing data-driven insights to support strategic decision-making.
What will you do? Commercial Performance & KPI Tracking
* Track and consolidate key commercial KPIs (orders, sales, pipeline, forecast, targets)
* Prepare monthly performance reports and business reviews
* Identify performance gaps and support action plan development
⚙ CRM Management & Data Quality
* Manage and maintain CRM platforms (Salesforce / bFO)
* Ensure data accuracy and consistency across opportunities (value, stage, forecast, close date)
* Monitor data quality and pipeline health
Forecast & Business Projections
* Support weekly, monthly, and annual forecast cycles
* Consolidate forecasts by account, KAM, and segment
* Identify risks and opportunities impacting business performance
Business Intelligence & Reporting
* Develop and maintain dashboards in Power BI and Excel
* Automate reporting processes and improve data reliability
* Deliver actionable insights to support business decisions
Strategic Support & Account Planning
* Support the development and update of strategic account plans
* Prepare executive presentations for account and business reviews
* Analyze commercial performance and growth opportunities
Opportunity & Tender Tracking
* Monitor key opportunities within CRM
* Review public tender portals such as Compranet and CFE
* Support tracking and coordination of tender processes
Internal Coordination
* Collaborate with cross-functional teams (Sales, Finance, Business Units, Tendering)
* Prepare reports, minutes, and follow-ups
* Ensure deadlines and reporting timelines are met
Who are we looking for?
* 3-5 years of experience in:
+ Sales Operations
+ Commercial analysis / reporting
+ CRM management & forecasting
* Strong analytical mindset with high attention to detail
* Highly organized and results-driven
* Proactive and able to manage multiple priorities
* Strong communication and stakeholder management skills
Qualifications
* Bachelor's degree in Business Administration, Engineering, Finance, Economics or related field
* Advanced Excel skills
* Experience with Power BI (intermediate to advanced)
* Experience with CRM tools (Salesforce / bFO)
* Advanced PowerPoint skills
* ...
- Rate: Not Specified
- Location: Mexico, MX-MEX
- Type: Permanent
- Industry: Finance
- Recruiter: Schneider Electric
- Contact: Not Specified
- Email: to view click here
- Reference: 125014-en-us
- Posted: 2026-06-26 08:42:48 -
- View all Jobs from Schneider Electric
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