Senior Analyst, Commercial Excellence

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

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 coordination of tender processes

Who are we looking for?

• Confirmed Business Acumen with 3- 5 years in Sales Operations
• Strong analytical mindset with high attention to detail
• Highly organized and results-driven
• Team player with strong interpersonal skills
• Proactive and able to manage multiple priorities
• Strong communication and stakeholder management skills

Qualifications

• 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

Nice to have

• Experience in B2B industries (energy, infrastructure, manufacturing, technology)
• Experience in Business Study
• Experience supporting account planning
• Experience automating reports or building dashboards

What will make you stand out?

• Strong digital mindset and continuous improvement approach
• Ability to translate data into actionable insights
• Fast learner with growing autonomy
• Interest in commercial strategy, business performance and offer knowledge

Looking to make an IMPACT with your career?

When you are thinking about joining a new team, culture matters. At Schneider Electric, our values and behaviors are the foundation for creating a great culture to support business success. We believe that our IMPACT values – Inclusion, Mastery, Purpose, Action, Curiosity, Teamwork – starts with us.

IMPACT is also your invitation to join Schneider Electric where you can contribute to turning sustainability ambition into actions, no matter what role you play. It is a call to connect your career with the ambition of achieving a more resilient, efficient, and sustainable world.

We are looking for IMPACT Makers; exceptional people who turn sustainability ambitions into actions at the intersection of automation, electrification, and digitization. We celebrate IMPACT Makers and believe everyone has the potential to be one.

€40 billion global revenue
+9% organic growth
150 000+ employees in 100+ countries

Schneider Electric aspires to be the most inclusive and caring company in the world, by providing equitable opportunities to everyone, everywhere, and ensuring all employees feel uniquely valued and safe to contribute their best. We mirror the diversity of the communities in which we operate, and ‘inclusion’ is one of our core values. We believe our differences make us stronger as a company and as individuals and we are committed to championing inclusivity in everything we do.

At Schneider Electric, we uphold the highest standards of ethics and compliance, and we believe that trust is a foundational value. Our Trust Charter is our Code of Conduct and demonstrates our commitment to ethics, safety, sustainability, quality and cybersecurity, underpinning every aspect of our business and our willingness to behave and respond respectfully and in good faith to all our stakeholders. You can find out more about our Trust Charter here
Schneider Electric is an Equal Opportunity Employer. It is our policy to provide equal employment and advancement opportunities in the areas of recruiting, hiring, training, transferring, and promoting all qualified individuals regardless of race, religion, color, gender, disability, national origin, ancestry, age, military status, sexual orientation, marital status or any other legally protected characteristic or conduct.