Develop, maintain, and interpret reports and dashboards across Salesforce and Looker for multiple types of audiences including but not limited to: Board, Investors, C Suite.
Collect and synthesize data from multiple sources to tell a clear business story, identifying trends, gaps, and opportunities across the commercial business.
Partner with Commercial Operations leadership to provide data analysis and reporting to the Board of Directors, Investors, Executives and other stakeholders as needed.
Partner with leadership to define and track KPIs and metrics that measure commercial health, pipeline quality, and business performance.
Build and automate recurring performance reports and board-level metrics.
Serve as a data steward for Salesforce, ensuring data accuracy, completeness, and usability.
Support planning, forecasting, and compensation tracking through data validation, scenario modeling, and reporting.
Assist with pulling data for commission calculations and other sales related reporting.
Own functions with the sales commission calculation process.
Assist with other ad hoc Commercial Operations requests as necessary.
Requirements
Bachelor’s degree in Business, Analytics, or related field.
2-4 years of experience in Commercial Operations, Revenue Operations, Sales Operations, or Business Operations.
Strong Salesforce user skills (reporting, dashboards, opportunity management, pipeline analysis, Admin certification not required but strongly preferred)
Proficiency in Excel/Sheets and business intelligence tools (Looker, Tableau, Power BI, etc.).
Proven ability to translate complex datasets into actionable strategic insights for internal and external stakeholders.
Skilled at bridging the gap between technical data and non-technical partners to drive alignment.
Comfortable managing multiple projects, priorities, and deadlines in a fast-paced environment.
Our ideal candidate has an understanding of SaaS and healthcare technology commercial models.
Salesforce 201 Certification.
Experience with Salesforce CPQ, forecasting, quota disbursement, and/or territory design.