Senior Analyst, Commercial Excellence

Job Description:

Sales Operations Administrative – End Users

About the Role

We are looking for a highly analytical and digitally savvy Sales Operations Administrative professional to join our End Users team.

This role plays a critical part in driving commercial efficiency by ensuring strong data management, KPI tracking, 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), 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

Manage and maintain 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

Business Intelligence & Reporting

Develop and maintain dashboards in Power BI and Excel

Automate reporting processes and improve data reliability

Deliver actionable insights to support business decisions

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 growth opportunities

Opportunity & Tender Tracking

Monitor key opportunities within CRM

Review public tender portals such as Compranet and CFE

Support tracking and coordination of tender processes

Internal Coordination

Collaborate with cross-functional teams (Sales, Finance, Business Units, Tendering)

Prepare reports, minutes, and follow-ups

Ensure deadlines and reporting timelines are met

(External) English Qualifications:

Who are we looking for?

3–5 years of experience in:

Sales Operations

Commercial analysis / reporting

CRM management & forecasting

Strong analytical mindset with high attention to detail

Highly organized and results-driven

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 Power BI (intermediate to advanced)

Experience with CRM tools (Salesforce / bFO)

Advanced PowerPoint skills

Intermediate English proficiency

Availability to work in a hybrid model in Mexico City

Nice to have

Experience in B2B industries (energy, infrastructure, manufacturing, technology)

Knowledge of tender platforms (e.g., Compranet, CFE)

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 and business performance

Why join us?

Direct impact on business decision-making

Exposure to strategic commercial teams

Opportunity to develop advanced analytics and BI skills

Dynamic and collaborative work environment

(External) English Company Boiler Plate:

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.

Become an IMPACT Maker with Schneider Electric – apply today!

€40 billion global revenue

+9% organic growth

150 000+ employees in 100+ countries

You must submit an online application to be considered for any position with us. This position will be posted until filled.

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