We are seeking a highly analytical and digitally savvy Commercial Excellence Analyst to strengthen commercial execution and business performance.
This role will help drive commercial efficiency through disciplined data management, KPI tracking, CRM governance, forecasting support, and high-quality business reporting.
The analyst will support core commercial processes, including forecast management, account planning, opportunity tracking, pipeline analysis, and performance reviews.
The role will translate complex data into clear insights that support timely, strategic decision-making.
What will you do?
Commercial Performance and KPI Tracking
Track, consolidate, and report key commercial KPIs, including orders, sales, pipeline, and forecast performance.
Analyze results against targets, identify performance gaps, and support the development and follow-through of corrective action plans.
Provide recurring and ad hoc performance analyses to support commercial reviews and leadership decisions.
Support forecast accuracy by monitoring changes, risks, assumptions, and key business drivers.
CRM Management and Data Quality
Manage and maintain commercial data within bFO, in alignment with established processes and governance standards, and in collaboration with Commercial teams.
Monitor opportunity data for accuracy and completeness, including value, sales stage, forecast category, expected close date, and other required fields.
Assess pipeline health, highlight aging or inconsistent records, and coordinate follow-up with commercial teams.
Promote strong bFO discipline and support continuous improvement of data quality practices.
Business Intelligence and Reporting
Develop, maintain, and enhance dashboards and reports in Tableau and Power BI.




Automate recurring reporting processes to improve efficiency, consistency, and data reliability.
Validate reporting outputs and investigate discrepancies across source systems and business reports.
Convert commercial data into actionable insights, concise recommendations, and clear visual narratives.
What are the key skills we are looking for:
Analytical thinking
- Interprets complex datasets, identifies trends, and draws practical conclusions.
Data quality discipline
- Maintains accuracy, consistency, and traceability across commercial information
Organization and execution
- Manages multiple priorities, recurring deadlines, and follow-up actions.
Continuous improvement
- Identifies opportunities to simplify, standardize, and automate work.
Business judgment
-Connects operational data to commercial objectives and decision needs
What qualifications will make you successful:
A strong digital mindset and a practical, continuous improvement approach.
The ability to translate data into focused insights and recommended actions for business stakeholders.
A proactive working style, learning agility, and the ability to operate with increasing autonomy.
Genuine interest in commercial strategy, business performance, and how data supports stronger execution.
What's in it for me?
Make a direct impact on business performance and decision-making.




Gain exposure to strategic commercial teams and cross-functional business priorities.
Develop advanced analytics, reporting, and business intelligence capabilities.
Work in a dynamic, collaborative environment focused on performance and continuous improvement.
Requirements
Bachelor's degree in Business Administration, Engineering, Finance, Economics, or a related field.
Professional working proficiency in English.
3-5 years of relevant experience in sales operations, commercial analysis and reporting, CRM management, forecasting, or a related discipline.
Advanced proficiency in Microsoft Excel and PowerPoint.
Intermediate to advanced experience with Tableau and Power BI.
Experience using CRM platforms, preferably Salesforce / bFO.
Ability to work in a hybrid model
Experience in a B2B environment such as energy, infrastructure, manufacturing, or technology.
Experience supporting account planning, opportunity management, pipeline governance, or commercial forecasting processes.
Exposure to reporting automation, data modeling, or process improvement initiatives.
Rewards designed for you
Our Total Rewards is our way of saying: We see you and we value you.
It's more than just pay and benefits—it's a meaningful investment in you.
It is designed to help you perform, grow, feel safe, and elevate your potential.
The package helps you care for yourself and your family, plan your future, grow your skills and career, collaborate in an inclusive workplace, and contribute to your community.
At Schneider Electric, we're here for what matters most to you.
Discover more at our Career Page.
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📌 Senior Analyst, Commercial Excellence (Santiago de Querétaro)
🏢 Schneider Electric
📍 Santiago de Querétaro