Support operational needs of the Sales team by managing quota maintenance, territory alignment documentation, and user provisioning
Analyze ad-hoc data pulls and develop reports to identify insights and opportunities that improve commercial performance
Develop and maintain comprehensive reporting on key performance indicator trends and business outcomes
Assist in redesigning processes within Sales and the broader commercial organization to drive efficiency
Create detailed process documentation, training materials, and adherence reports for new or updated processes
Collaborate with Software/Product Management teams to define business requirements and design internal tools and solutions, including Salesforce.com
Contribute to the annual strategic planning process by assisting with forecast models for KPIs and Sales goal setting
Assist in producing business reports and metrics packages for leadership review, highlighting key insights and strategic opportunities

Bachelor’s degree with 0–2+ years of professional experience or 4+ years of relevant experience
Interest or experience supporting B2B SaaS or high-tech customer organizations
Experience in the healthcare industry is a plus
Interest or experience in corporate strategy, management consulting, or business analytics and process development
Intellectual curiosity with excellent attention to detail and strong organizational skills
Analytical skills with proficiency in data management, presentation, and clear verbal and written communication
Experience with BI or reporting tools (e.g., Looker, Tableau, Power BI) is a plus
Familiarity with Salesforce or other CRM systems is a plus
Experience with Microsoft SQL Server or Snowflake is a plus

Commercial Strategy and Operations Associate

Key skills