Remote Commercial Analytics & Forecasting Analyst

HealthEdge Software, Inc.; Northern (KY); Hybrid; USD 76,000 - 80,000; Full time

Job summary

HealthEdge Software, Inc. is seeking a Commercial Operations Analyst to lead reporting and data work for the sales organization.

You will own the design, build, and maintenance of sales dashboards and forecasting models, and collaborate with sales, finance, and other stakeholders to translate needs into analytics solutions. The role emphasizes strong Excel skills and Power BI experience, with remote US flexibility.

Qualifications

• 1–3 years of experience in analytics, reporting, BI, FP&A, or similar data-focused role.
• Advanced proficiency in Microsoft Excel (pivot tables, Power Query, complex formulas).
• Experience with at least one BI/visualization tool (Power BI preferred; Tableau also welcome).
• Demonstrated experience or aptitude gathering requirements from business stakeholders and translating them into reporting deliverables.
• A genuinely analytical, curious mindset—comfortable navigating ambiguous data problems and learning new tools.
• Willingness and ability to engage directly with sales stakeholders.
• Curiosity about applying AI and automation to reporting workflows.
• Familiarity with Salesforce or another CRM is a plus but not required.

Responsibilities

• Own the design, build, and maintenance of sales dashboards, reports, and forecasting models and tools that support sales planning and track performance and effectiveness.
• Gather and translate reporting requirements from sales, finance, and other stakeholders into clear analytical specifications and deliverables.
• Analyze sales data and performance metrics to develop data-driven insights and recommendations.
• Conduct complex ad-hoc analyses on pipeline velocity, conversion rates, and historical trends, and present findings clearly to non-technical audiences.
• Maintain data integrity and documentation across reporting tools as our data architecture evolves (including our ongoing data warehouse and Power BI implementation).
• Help evaluate and pilot new reporting and AI-assisted analytics tools as our data infrastructure evolves.
• Support sales operations projects and provide backup coverage for sales team requests alongside the Commercial Operations Analyst.

Skills

Advanced Excel

Power BI

Data analysis

Stakeholder requirements gathering

Salesforce familiarity

Communication

Education

Bachelor's degree in Business, Finance, Economics, Data Analytics, or related field

Tools

Salesforce

Job description

HealthEdge Software, Inc. is seeking a Commercial Operations Analyst to lead reporting and data work for the sales organization.

You will own the design, build, and maintenance of sales dashboards and forecasting models, and collaborate with sales, finance, and other stakeholders to translate needs into analytics solutions. The role emphasizes strong Excel skills and Power BI experience, with remote US flexibility.