Sales Analyst – Commercial and Financial Operations

Overview

This role involves supporting sales operations by delivering actionable insights through data analysis, forecasting, reporting, and process optimization. The position works closely with Sales, Finance, and Leadership teams to drive revenue growth, enhance sales effectiveness, and improve decision-making throughout the commercial lifecycle. It ensures that sales representatives and leadership have timely, reliable data to manage accounts, track opportunities, and meet revenue targets.

Responsibilities

Sales Performance & Analytics

• Analyze sales performance across regions, products, customers, and channels
• Develop and maintain dashboards, KPIs, and standardized reporting including bookings, pipeline, revenue, win rates, and pricing
• Identify trends, risks, and growth opportunities through data-driven insights
• Support territory, quota, and incentive performance analysis

Forecasting & Pipeline Management

• Support weekly and monthly sales forecasting processes
• Analyze pipeline health, conversion rates, deal velocity, and backlog
• Partner with sales leadership to improve forecast accuracy and visibility
• Track forecast versus actuals and explain variances

Commercial Operations Support

• Support sales planning activities such as annual operating plans, quota setting, and capacity modeling
• Assist with pricing, margin analysis, and deal reviews
• Maintain CRM data quality and governance standards
• Support commercial process improvements and automation initiatives

Cross-Functional Collaboration

• Partner with Finance on revenue reporting, budgeting, and accruals
• Collaborate with Marketing on lead funnel analysis and campaign effectiveness
• Support leadership presentations and executive-level reporting
• Act as a trusted analytical advisor to sales teams

Competencies & Personal Attributes

• Commercial mindset with strong business acumen
• Ability to translate data into actionable insights
• Strong stakeholder management and communication skills
• Process-oriented with a continuous improvement mindset
• Comfortable working in fast-paced, growth-oriented environments

Qualifications and Education Requirements

• Bachelor’s degree in Business, Finance, Economics, Analytics, or related field
• 2-5 years of experience in sales analytics, commercial operations, finance, or business intelligence
• Strong analytical and quantitative skills
• Advanced proficiency in Excel
• Experience with CRM systems (Salesforce preferred)
• Experience with BI tools such as Power BI, Tableau, Looker, or similar
• Strong attention to detail and data accuracy
• Ability to communicate insights clearly to non-technical stakeholders

Preferred Qualifications

• Experience in life sciences, pharmaceutical, biotech, CDMO, or healthcare services
• Familiarity with revenue recognition, pricing models, and margin analysis
• SQL or advanced data modeling experience
• Experience supporting global or multi-region sales teams