Commercial Intelligence Analyst (Sales Strategy/Insights Analyst)
Position Title: Commercial Intelligence Analyst (Sales Strategy/Insights Analyst)
Location: CDMX or Guadalajara
Advanced English
ROLE OVERVIEW
The Commercial Intelligence Analyst for Sales BI serves as the bridge between raw data and revenue growth. In this role, you will be responsible for synthesizing complex datasets into actionable sales strategies, maintaining the integrity of our CRM, and providing the sales leadership team with the insights needed to hit aggressive targets. You aren't just a "numbers person"; you are a strategic partner to the sales force.
ACCOUNTABILITIES
1. Data Architecture & Reporting: Design, develop, and maintain automated dashboards that track Key Performance Indicators (KPIs) such as pipeline velocity, win/loss ratios, and sales cycle length.
2. Sales Forecasting: Utilize historical data and predictive modeling to provide weekly, monthly, and quarterly revenue forecasts.
3. Market Analysis: Monitor industry trends and competitor activity to identify "white space" opportunities for the sales team.
4. CRM Governance: Act as the primary administrator for the CRM (e.g., Salesforce, HubSpot), ensuring data hygiene and optimizing workflows for the sales reps.
5. Strategic Advisory: Present monthly "Insight Packs" to executive leadership, highlighting bottlenecks in the sales funnel and recommending corrective actions.
6. Process Optimization: Identify manual tasks within the sales process and implement BI tools or automations to increase "time-on-task" for sellers.
Other Applicable Scope Defining Dimensions
1. Data Ownership (The "What")
Pipeline Analytics: Conversion rates, velocity, and stage-by-stage leakage.
Revenue Forecasting: Historical modeling vs. real-time sales projections.
Market Intelligence: Competitor benchmarking and territory whitespace analysis.
2. Technical Ecosystem (The "How")
Stack Management: Integration between CRM (Salesforce/HubSpot), ERP, and BI Tools (Tableau/Power BI).
Data Governance: Maintaining the "Single Source of Truth" by enforcing strict CRM hygiene and validation rules.
3. Organizational Impact (The "Where")
Cross-Functional Bridge: Aligning Marketing (Lead Gen) with Sales (Closing) and Finance (Revenue Recognition).
Geographic Scale: Managing data across local, regional, or global territories (multi-currency/multi-language).
4. Strategic Authority (The "Why")
Tactical: Responding to ad-hoc report requests (Reactive).
Advisory: Identifying trends to proactively pivot sales strategy (Proactive).
Knowledge, Skills & Abilities
- Data Ownership: Maintains existing dashboards.
- Architects new data models and schemas.
- Decision Support.
- Insight Generation.
- BI & Reporting.
- Business Acumen.
- Stakeholder Management.
- Project Management.
Experience & Education
- Bachelor's Degree Business Administration or Bachelor's Degree Economics or Bachelor's Degree Finance or Bachelor's Degree Industrial Engineering or Bachelor's Degree International Business or Bachelor's Degree Actuaría
- 4~6 years of experience in business analysis, market research, revenue growth management, commercial planning, or related functions.
- Background in FMCG and/ or luxury/ fashion industries.
- Technical Knowledge Advanced Excel, ppt and office, market analysis tools (e.g., Nielsen, Kantar, Circana). Intermediate Google BigQuery (GBQ) and Tableau desired
- Strategic and Analytical Vision Ability to transform complex data into actionable insights.
- Business Acumen Strong understanding of commercial strategies within consumer goods.
- Project management and on-time delivery.
- Stakeholder management and cross-functional influence (without formal authority).
- Partner closely with commercial teams (Sales and Marketing) to assess performance, discount strategies, consumption, and sales growth.
- Languages Advanced Spanish and English (oral and written).
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