Senior Commercial Sales Operations Analyst

PTC Software (India); Boston (MA); On-site; USD 85,000 - 102,000; Full time

Job summary

PTC is seeking a Senior Commercial Operations Analyst to support the CRO in global forecasting, planning, and operating rhythms. You will accelerate adoption of new technologies, improve processes, and partner with GTM leadership to drive ARR, renewals, and deal velocity.

The role reports to the Senior Manager of Commercial Operations and interacts with forecast leads, MOR, and regional teams. A 2+ year background in SaaS Ops or FP&A is preferred, with strong BI and CRM experience.

Qualifications

• 2+ years of experience in Sales, Customer Success, Marketing Ops, FP&A, or Business Planning & Forecasting.
• Problem Solver & Story Teller: identify business challenges, stage data, and build visualizations for leadership.
• Tech-savvy with Enterprise BI & CRM (Salesforce, Power BI) and advanced Excel/PowerPoint.

Responsibilities

• Support global forecasting process for the Digital Thread organization, including weekly forecast to executive team.
• Build weekly forecast package for executive leadership with risk and upside analysis across ARR elements.
• Collaborate with Reporting and Analytics to develop visuals that tie pipeline to performance.
• Manage global planning and forecasting Power BI apps to keep forecasts updated and expand functionality.
• Support MOR and reporting for Sales Organization.
• Improve deal tracking in SFDC and other systems for better reporting of opportunities and bookings.
• Engage with Regional Operations and Solution Operations to support forecasting and planning efforts.

Skills

Forecasting

Salesforce

Power BI

Excel

Storytelling

Education

Bachelor's degree in Business/Finance

Tools

Power BI

Salesforce

Job description

Our world is transforming, and PTC is leading the way. Our software brings the physical and digital worlds together, enabling companies to improve operations, create better products, and empower people in all aspects of their business.

Our people make all the difference in our success. Today, we are a global team of nearly 7,000 and our main objective is to create opportunities for our team members to explore, learn, and grow - all while seeing their ideas come to life and celebrating the differences that make us who we are and the work we do possible.

The Senior Commercial Operations Analyst will be responsible for supporting the CRO organization in global forecasting, planning, and operating rhythms by accelerating the use of new technologies & techniques and improving processes to better the organization. An ideal candidate will have a demonstrated history of being resourceful, a self-starter, and have a passion for innovation and change.

The Senior Commercial Operations Analyst will be joining the Commercial Operations Planning, Reporting, and Technology team. Our overall objective as part of the Commercial Operations organization is to increase productivity across our field organizations, improve customer retention, accelerate deal velocity, and enable our field teams to continue providing value to our customers. This role reports to the Senior Manager of Commercial Operations and works with GTM leadership, who are our primary customers.

Day-to-Day Responsibilities

• Support execution of the global forecasting process for the Digital Thread organization, including the weekly forecast delivered to the executive team
• Build the weekly forecast package for executive leadership, working closely with forecast leads to evaluate risk and upside across all areas impacting ARR (New ACV, Renewals, etc.)
• Collaborate with Reporting and Analytics team to develop visuals and analyses that tie pipeline information to performance, improving forecast predictability and highlighting areas of downside vs. opportunity
• Partner closely with Reporting and Analytics team to manage global business planning and forecasting Power BI applications to maintain updated forecasts and further expand application functionality
• Support the Management Operating Rhythm (MOR) and reporting for Sales Organization
• Partner with system and analytics teams to improve deal tracking in our systems (e.g. SFDC) to enable better reporting on current quarter opportunities and historical bookings
• Engage and work with Regional Operations teams and Solution Operations teams to support forecasting & planning efforts

Skills and Knowledge:

• 2+ years of experience in Sales, Customer Success, or Marketing Operations, FP&A, or Business Planning & Forecasting. SaaS experience preferred but not required.
• Problem Solver & Story Teller: You know how to identify a business challenge, cultivate data, and build out visualizations that tell a story of the problem, its root cause, and how to begin solving it. You can communicate clearly and confidently with senior leadership
• Tech Guru: You have worked with Enterprise BI & CRM systems (Salesforce, Power BI or similar), are advanced in Excel and PowerPoint, and are comfortable navigating and extracting necessary information

Basic Qualifications:

• Bachelor's degree in Business, Accounting, Economics, Marketing or Finance

PTC carefully considers a wide range of factors when determining compensation. The anticipated annual salary range for this position is between $85,000 - $102,000. The salary range reflects a good-faith estimate of compensation at the time of posting.

Actual compensation may vary based on a candidate's skills, qualifications, experience, and location. Eligible employees also have the opportunity to become a PTC shareholder through our employee share purchase program (ESPP) which allows for the purchase of discounted PTC stock. Certain roles may also be eligible for participation in our equity programs. Employees may be eligible for medical, dental and vision insurance, paid time off and sick leave, tuition reimbursement, 401(k) contributions and employer match, flexible spending accounts, life insurance, disability coverage and if you are an office-assigned employee, a generous commuter subsidy. All total rewards and benefits programs are subject to plan eligibility and other terms and conditions.

For more information about PTC's comprehensive benefits, please visit our Careers Page .

Applications will be accepted on an on-going basis.

This position is not eligible for employment-based immigration sponsorship. Applicants must be authorized to work in the United States without requiring current or future sponsorship from PTC.

At PTC, we believe in the power of diverse ideas and perspectives. As a global company that values and respects all identities, cultures, and perspectives, we strive to create an inclusive PTC for ALL through an environment where everyone feels like