Senior Analyst, Commercial Excellence

Schneider Electric; Santiago de Querétaro; Híbrido; MXN 600.000 - 900.000; Jornada completa

Descripción de la vacante

Schneider Electric is seeking a highly analytical Commercial Excellence Analyst to strengthen commercial execution and performance. The role focuses on disciplined data management, KPI tracking, CRM governance, forecasting support, and high-quality business reporting.

You will support forecast management, account planning, opportunity tracking, and pipeline analyses, translating complex data into clear insights to drive strategic decisions.

Formación

• Bachelor's degree in a relevant field.
• Proven ability to translate data into insights for stakeholders.
• Experience with sales operations, forecasting, and reporting.

Responsabilidades

• Track and report key commercial KPIs and forecast performance.
• Manage data quality in bFO and monitor pipeline health.
• Develop dashboards and automate recurring reporting in Tableau/Power BI.
• Translate data into concise insights and actionable recommendations.

Conocimientos

Analytical thinking

Data quality discipline

Organization and execution

Continuous improvement

Business judgment

Educación

Bachelor's degree in Business Administration, Engineering, Finance, Economics, or related field

Herramientas

Tableau

Power BI

CRM platforms (Salesforce / bFO)

Descripción del empleo

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.

* Country-specific programs and initiatives may be available.

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.