Sales Operations Analyst: Data-Driven Forecast & KPI Insights

Schneider Electric; Ciudad de México; Híbrido; MXN 420.000 - 540.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Hybrid work model

Descripción de la vacante

Schneider Electric is seeking a highly analytical Sales Operations Analyst for the End Users & Solutions team. Hybrid role based in Mexico City, you will support forecast management, account planning, opportunity tracking, and performance analysis with a data-driven mindset.

You will collaborate with Key Account Managers, Business Units and Finance to deliver actionable insights and high-quality reporting for strategic decision-making.

Formación

• Bachelor’s degree in Business Administration, Engineering, Finance, Economics or related field.
• Advanced Excel skills.
• Experience with CRM tools (Salesforce / bFO).
• Advanced PowerPoint skills.
• Advanced English proficiency.
• Availability to work in a hybrid model in Mexico City.

Responsabilidades

• 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.
• 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.
• 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.
• 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.
• Prepare executive presentations for account and business reviews.
• Analyze commercial performance and new growth opportunities.

Conocimientos

Excel

PowerPoint

English proficiency

Educación

Bachelor’s degree in Business Administration, Engineering, Finance, Economics

Herramientas

Salesforce

bFO

Descripción del empleo

Schneider Electric is seeking a highly analytical Sales Operations Analyst for the End Users & Solutions team. Hybrid role based in Mexico City, you will support forecast management, account planning, opportunity tracking, and performance analysis with a data-driven mindset.

You will collaborate with Key Account Managers, Business Units and Finance to deliver actionable insights and high-quality reporting for strategic decision-making.