Senior Analyst, Commercial Excellence
About the Role
We are looking for a highly analytical and digitally savvy Sales Operations Analyst professional to join our End Users & Solutions team.
This role plays a critical part in driving commercial efficiency by ensuring strong data management, KPI tracking and reporting, 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 and Business Intelligence), 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
* Animate the maintenance of 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
* Manage and coordinate Handshake process during AMSP
Business Intelligence & Reporting
* Deliver actionable insights to support business decisions
* Support Segment and Account Saturation follow up and related internal activities
* Automate reporting processes and improve data reliability
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 new growth opportunities
Opportunity & Tender Tracking
* Monitor key opportunities within CRM
* Support tracking and coordination of tender processes
Who are we looking for?
* Confirmed Business Acumen with 3- 5 years in Sales Operations
* Strong analytical mindset with high attention to detail
* Highly organized and results-driven
* Team player with strong interpersonal skills
* 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 CRM tools (Salesforce / bFO)
* Advanced PowerPoint skills
* Advanced English proficiency
* Availability to work in a hybrid model in Mexico City
Nice to have
* Experience in B2B industries (energy, infrastructure, manufacturing, technology)
* Experience in Business Study
* Experience supporting account plannin...
- 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: 2026-09-26 09:32:20 -
- View all Jobs from Schneider Electric
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