Commercial Operations Analyst

Buró de Crédito; Ciudad de México; On-site; MXN 320,000 - 520,000; Full time

Job summary

Buró de Crédito in Mexico City seeks a Sales Operations professional to support billing, forecasting, and revenue reporting. You will partner with Sales, Finance, and Customer Operations to streamline processes and deliver accurate data for decision making.

The role emphasizes data analysis, robust Excel and CRM usage (Salesforce), and building dashboards with Power BI to enhance visibility and operational efficiency. A 2+ year background in revenue-supporting roles is preferred.

Qualifications

• Bachelor's degree or equivalent with strong analytical and operational capabilities.
• 2+ years in Sales Operations, Business Operations, Commercial Support, Financial Analysis, Billing Operations, or similar.
• Experience with billing processes, commercial reporting, and operational support to enable revenue generation.
• Strong data-driven approach to identify trends, support decisions, and improve performance.
• Experience collaborating with Sales, Finance, Operations, and Customer Support.

Responsibilities

• Support billing processes, invoice reviews, and documentation management with accuracy and timeliness.
• Prepare and validate sales forecasts, pipeline reporting, and revenue tracking with Sales and Finance leads.
• Develop and maintain sales, financial, and operational reports for business insights.
• Manage sales databases, dashboards, and reporting tools to improve visibility and efficiency.
• Provide admin support for contract management and customer-related activities.
• Assist customer service and product inquiries via Salesforce to ensure timely resolutions.
• Collaborate with cross-functional teams to resolve billing and AR issues.

Skills

Advanced Excel

Sales forecasting

Data analysis

Cross-functional collaboration

CRM (Salesforce)

Power BI

Billing operations

Operational reporting

Education

Bachelor's degree in Finance/Industrial Eng./IS/Business Admin or related

Tools

Salesforce

Power BI

Excel

MS Office Suite

Job description

The Sales Operations team supports commercial growth by optimizing sales processes, reporting, forecasting, billing support, and operational excellence across the business. The team partners closely with Sales, Finance, and Customer Operations to drive revenue performance and enhance the customer experience.

Role Overview and Core Responsibilities

• Support sales operations activities, including billing processes, invoice reviews, and documentation management, ensuring accuracy and timely execution.
• Prepare, maintain, and validate sales forecasts, pipeline reporting, and revenue tracking in partnership with Sales leadership and Finance teams.
• Develop and maintain sales, financial, and operational reports that provide insights to support business decisions and revenue growth objectives.
• Manage and improve sales databases, dashboards, and reporting tools to enhance data visibility and operational efficiency.
• Provide administrative and operational support for contract management, sales processes, and customer-related activities.
• Support customer service and product-related inquiries through Salesforce, helping ensure a positive customer experience and timely issue resolution.
• Partner with Sales, Finance, and other internal teams to resolve billing, accounts receivable, and operational issues.
• Identify process improvement opportunities and proactively address operational risks and obstacles that could impact business performance.
• Support ad hoc analysis, reporting requests, and business initiatives to help drive commercial success.
• Maintain high levels of organization while managing multiple priorities and deliverables in a fast-paced environment.

Required Knowledge and Experiences

• Bachelor's degree in Finance, Industrial Engineering, Information Systems, Business Administration, or a related field, or equivalent professional experience demonstrating strong analytical and operational capabilities.
• Minimum of 2 years of experience in Sales Operations, Business Operations, Commercial Support, Financial Analysis, Billing Operations, or similar functions supporting revenue-generating teams.
• Experience working with billing processes, commercial reporting, and operational support activities to ensure efficient business execution.
• Strong analytical experience using data to identify trends, support decision-making, and improve operational performance.
• Experience collaborating with cross-functional teams, including Sales, Finance, Operations, and Customer Support, to drive business outcomes.

Required Technical Skills

• Advanced Microsoft Excel skills, including formulas, pivot tables, dashboards, macros, automation, and data analysis capabilities.
• Experience using CRM (Customer Relationship Management) platforms such as Salesforce for opportunity tracking, customer support, and sales reporting.
• Knowledge of Power BI (Business Intelligence) or similar analytics and reporting tools for dashboard creation and performance analysis.
• Proficiency in Microsoft Office Suite, including Excel, PowerPoint, and Word, for reporting, presentations, and business communication.
• Experience working with sales forecasting, pipeline management, and commercial performance reporting tools.

We're Also Looking for the Preferred Skills Below. Whether You Are Proficient or Could Use Some Brushing Up, We're Happy to Support Your Career Development and Growth In:

• Process improvement and operational efficiency methodologies.
• Data visualization and business intelligence best practices.
• Project coordination and stakeholder management.
• Automation tools and workflow optimization techniques.
• Strong customer-service orientation and problem-solving skills.