Commercial Operations Analyst, Reporting & Analytics

Overview

This role involves supporting the sales organization by leading reporting and data analysis efforts. The primary focus (approximately 75% of the time) is on building and maintaining dashboards, reports, and forecasting models used by the Sales and Sales Operations teams. The remaining time will be spent supporting broader sales operations projects as capacity allows. Strong Excel skills and experience with a BI tool (Power BI preferred) are required, along with an analytical mindset and curiosity. Prior sales experience is not necessary, but the ability to engage with sales, finance, and other stakeholders to gather requirements and translate them into clear reporting is essential.

Responsibilities

• Design, build, and maintain sales dashboards, reports, and forecasting models to support sales planning and track performance.
• Gather and translate reporting requirements from sales, finance, and other stakeholders into analytical specifications and deliverables.
• Analyze sales data and performance metrics to develop data-driven insights and recommendations.
• Conduct complex ad-hoc analyses on pipeline velocity, conversion rates, and historical trends; present findings clearly to non-technical audiences.
• Maintain data integrity and documentation across reporting tools as data architecture evolves, including data warehouse and Power BI implementations.
• Evaluate and pilot new reporting and AI-assisted analytics tools as data infrastructure evolves.
• Support sales operations projects and provide backup coverage for sales team requests as capacity allows.
• Assist with administration and optimization of the CRM system (Salesforce); ensure data integrity relevant to reporting.
• Facilitate conversations with cross-functional business and technical subject matter experts to identify and refine business requirements and translate them into reporting/analytics solutions.
• Collaborate with sales, finance, and other teams to optimize reporting processes and workflows, particularly through ongoing data warehouse integration.

Requirements

• 1–3 years of experience in analytics, reporting, BI, FP&A, or a similar data-focused role; direct sales or sales operations experience is not required.
• Advanced proficiency in Microsoft Excel (pivot tables, Power Query, complex formulas).
• Experience with at least one BI/visualization tool; Power BI preferred, but Tableau or others are acceptable.
• Demonstrated ability to gather requirements from business stakeholders and translate them into reporting deliverables.
• Analytical and curious mindset; comfortable navigating ambiguous data problems and learning new tools and techniques.
• Willingness and ability to engage directly with sales stakeholders.
• Interest in applying AI and automation to reporting workflows is a plus.
• Familiarity with Salesforce or another CRM system is a plus but not required.
• Strong attention to detail and organizational skills.
• Experience in or exposure to the healthcare industry is a plus.
• Bachelor's degree in Business, Finance, Economics, Data Analytics, or a related field preferred.

Compensation & Benefits

• Annual US base salary range: $76,000 to $80,000.
• Final compensation will be determined during the interview process based on skills, experience, qualifications, and education.

Location

• Remote, United States.

Additional Information

• This is a full-time, permanent position.
• FLSA Classification: Non-Exempt (USA only).
• Work environment includes remote or hybrid settings, with work across multiple time zones.
• Physical demands include occasional movement around the office, close vision, color vision, peripheral vision, depth perception, and ability to adjust focus.
• May require travel depending on company needs.
• Reasonable accommodations will be made to enable individuals with disabilities to perform essential functions in compliance with the Americans with Disabilities Act.
• Candidates may be required to undergo a pre-employment criminal background check.

The employer is an equal opportunity organization committed to workforce diversity and encourages all qualified individuals, including racial and ethnic minorities, women, veterans, and persons with disabilities, to apply.