Commercial Intelligence Analyst

Role Purpose

Drive commercial decision-making through data strategy, business intelligence, executive reporting, and AI-enabled insights. Partner with RevOps, Commercial Leadership, Sales, Marketing, and Finance to establish scalable analytics, automate reporting, and deliver actionable recommendations that improve business performance.

Key Responsibilities

1. Data Foundation & Governance

• Establish data standards, definitions, and quality controls across commercial datasets.
• Partner with business and technical teams to improve data integrity and accessibility.
• Support master data management and governance processes.
• Ensure alignment between Salesforce, ERP, data lake, and reporting environments.

2. Executive Dashboard Development

• Design and maintain leadership dashboards and KPI scorecards.
• Develop executive-level reporting for Sales, Commercial Operations, and Leadership Team reviews.
• Translate business requirements into scalable reporting solutions.

3. Reporting Automation

• Automate recurring operational and executive reporting.
• Reduce manual reporting effort through dashboarding and workflow automation.
• Develop standardized reporting frameworks and performance metrics.

4. AI-Enabled Insights

• Leverage AI and advanced analytics to identify trends, risks, and growth opportunities.
• Develop predictive and prescriptive insights to support commercial planning.
• Enable self-service analytics and AI-driven decision support.

5. QBR / EBR Development

• Own data, insights, and storylining for Quarterly Business Reviews (QBRs) and Executive Business Reviews (EBRs).
• Create executive-ready presentations and performance narratives.
• Develop recommendations tied to business outcomes and strategic priorities.

6. Strategic Business Analysis

• Conduct performance analysis across revenue, customers, products, and commercial programs.
• Identify growth opportunities, operational efficiencies, and business risks.
• Deliver actionable recommendations to commercial leadership.
• Support annual planning, forecasting, and strategic initiatives.

Core Competencies

• Commercial Analytics
• Business Intelligence & Reporting
• Data Governance
• Executive Communications
• Strategic Storytelling
• AI & Advanced Analytics
• Dashboard Development (Power BI/Tableau)
• Revenue Operations
• Cross-Functional Leadership

Our Interview Practices