About the Role

We are looking for a highly analytical and digitally savvy Sales Operations Analyst professional to join our End Users & Solutions team.

This role plays a critical part in driving commercial efficiency by ensuring strong data management, KPI tracking and reporting, CRM discipline, and high-quality reporting. You will support key processes such as forecast management, account planning, opportunity tracking, and business performance analysis.

You will work closely with internal stakeholders (Key Account Managers, Business Units, Finance, Tendering and Business Intelligence), providing data-driven insights to support strategic decision‑making.

What will you do?

Commercial Performance & KPI Tracking
- Track and consolidate key commercial KPIs (orders, sales, pipeline, forecast, targets)
- Prepare monthly performance reports and business reviews
- Identify performance gaps and support action plan development

CRM Management & Data Quality
- Animate the maintenance of CRM platforms (Salesforce / bFO)
- Ensure data accuracy and consistency across opportunities (value,



stage, forecast, close date)
- Monitor data quality and pipeline health

Forecast & Business Projections
- Support weekly, monthly, and annual forecast cycles
- Consolidate forecasts by account, KAM, and segment
- Identify risks and opportunities impacting business performance
- Manage and coordinate Handshake process during AMSP

Business Intelligence & Reporting
- Deliver actionable insights to support business decisions
- Support Segment and Account Saturation follow up and related internal activities
- Automate reporting processes and improve data reliability

Strategic Support & Account Planning
- Support the development and update of strategic account plans
- Prepare executive presentations for account and business reviews
- Analyze commercial performance and new growth opportunities

Opportunity & Tender Tracking
- Monitor key opportunities within CRM
- Support tracking and coordina

📌 Senior Analyst, Commercial Excellence (Ciudad de México)
🏢 Schneider Electric
📍 Ciudad de México