Commercial Data Analyst

Overview

This role supports the commercial team by connecting ERP data, Salesforce CRM data, and commercial decision-making. The Commercial Data Analyst creates insights and reporting used by sales and account management to drive accurate performance tracking and better customer targeting.

Responsibilities

Reporting & Data Operations

• Own the commercial reporting layer, including pipeline, win/loss trends, customer service metrics, revenue by customer, segment, region, and product
• Reconcile self-reported new and lost business entries in Salesforce against ERP actuals to improve data integrity and accuracy
• Build and maintain dashboards in Salesforce and/or Power BI to support daily decision-making
• Define and audit commercial KPIs; assess customer segmentation to identify and target high-value accounts
• Maintain customer master data segmentation fields and work with sales to update gaps
• Identify root causes of master data quality gaps across the ERP and Salesforce, and coordinate resolution with IT and operations
• Deliver regular commercial performance summaries to commercial leadership with clear, actionable takeaways

Commercial Strategy & Initiative Support

• Partner with commercial teams to support and track execution of key commercial initiatives, providing visibility and accountability into progress
• Partner with commercial operations on bid optimization and margin defense; support bids and contract reviews by the Senior Leadership Team under existing Delegation of Authority
• Support pricing analysis, territory performance reviews, and customer growth and churn reporting

Intelligence & Advanced Analytics

• Use AI tools to surface deeper commercial insights, including predictive modeling and anomaly detection
• Build a predictive analytics and early warning operating system that enables the commercial team to act on leading indicators
• Track and analyze market intelligence and key industry trends at a regional and local level to inform commercial strategy and competitive positioning

Qualifications

Required

• 4–6 years of experience in a commercial, sales operations, or business analyst role
• Hands-on Salesforce experience (reports, dashboards, and data hygiene)
• Advanced Excel proficiency; Power Query experience preferred
• Demonstrated ability to identify and flag data quality issues before they impact reporting
• Strong communication skills, including translating data findings into plain-language business insights

Preferred

• Experience in specialty chemicals, water treatment, distribution, or industrial manufacturing
• Proficiency in SQL or Power BI
• Familiarity with ERP systems and ERP-to-CRM data flows
• Salesforce Administrator certification or equivalent experience

Performance Expectations

• Within the first 90 days: map the current state of commercial reporting, identify the top five data quality gaps, and deliver at least one new dashboard used daily by the commercial team
• Within six months: reduce the commercial team’s time spent on self-built analysis and increase time spent acting on insights

Compensation & Benefits

• Equal opportunity/affirmative action employer; all qualified applicants receive consideration without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected veteran status, age, or any other characteristic protected by law
• General policy: does not offer employment visa sponsorships upon hire or in the future

Location

• Not specified