Analysis Skills, Business Analysis, Business Intelligence, Business Support, Cadence, Cross-Functional, Customer Relationship Management (CRM), Data Quality, Data Sets, Decision Support, Detail Oriented, Economic Analysis, Finance, Financial Analysis, Financial Operations, Forecasting, Incentive Programs, Leadership, Operational Audit, Operational Improvement, Operational Strategy, Operations Processes, Organizational Skills, Partner Sales, Performance Analysis, Performance Metrics, Power BI, Process Improvement, Reporting Skills, Resource Management, Revenue Analysis, Revenue Forecasting, Risk Analysis, Sales, Sales Forecasting, Sales Operations, Sales Pipeline, Sales Prospecting, Salesforce.com, Strategic Planning, Tableau, Trend Analysis
General Purpose:
The Senior Business Analyst, Commercial Excellence partners with Sales, Finance, and Operations leadership to drive revenue performance through data-driven insights and operational recommendations. This role analyzes business trends, forecasts performance, and identifies opportunities to improve sales processes and overall effectiveness across the revenue function. Working cross-functionally, this position evaluates pipeline health, forecast accuracy, and sales productivity, translating complex data into actionable insights. Assesses and enhances reporting frameworks, processes, and workflows to support better decision-making and operational excellence.
Direct Reports:
No
Essential Duties and Responsibilities:
Reporting & Analytics
- Designs and enhances reporting frameworks and analytical models
- Delivers core reporting on funnel performance, conversion, forecasting, and revenue analytics
- Analyzes pipeline health, forecasting methods, and performance trends
- Conducts ad hoc analysis and modeling (capacity, productivity, incentives, strategic initiatives)
Business Performance & Insights
- Assesses performance across segments, regions, products, and sales motions
- Identifies trends, risks, and growth opportunities
- Provides recommendations to improve revenue outcomes and operational effectiveness
- Exercises independent judgment to evaluate performance and influence strategy
Sales Planning & Optimization
- Supports territory planning, account ownership, and coverage models
- Optimizes sales capacity and market opportunity
- Contributes to forecasting methodologies and resource allocation decisions
Operations & Process Improvement
- Leads cross-functional initiatives to improve processes and scalability
- Recommends and implements operational improvements
- Enhances organizational performance and efficiency
Business Cadence & Stakeholder Management
- Leads recurring business cadences (forecast reviews, pipeline inspections, executive updates)
- Supports executive decision-making with insights and reporting
CRM & Data Governance
- Establishes and maintains CRM governance practices
- Improves data integrity, reporting reliability, and operational controls
Required Qualifications:
- Bachelor's degree in Business, Finance, Economics, Analytics, or a related discipline.
- 3+ years of experience in Sales Operations, Revenue Operations, Business Analytics, Commercial Strategy, or a similar function.
- Advanced proficiency with Salesforce and Excel; experience with Power BI, Tableau, or other business intelligence platforms is preferred.
- Demonstrated ability to transform complex datasets into clear insights and recommendations that support business decision-making.
- Familiarity with sales funnel management, forecasting practices, performance measurement, compensation structures, and revenue operations concepts.
- Strong organizational skills, attention to detail, and the ability to manage competing priorities in a fast-paced environment.
- Approaches challenges with a commercial mindset while maintaining strong operational discipline.
- Continuously seeks opportunities to improve processes, enhance reporting capabilities, and increase organizational efficiency.
- Builds effective partnerships across departments and communicates confidently with stakeholders at multiple levels of the organization.
TPx is an Equal Opportunity / Affirmative Action employer. Qualified applicants will receive consideration for employment without regard to race, color, religious creed, sex (including pregnancy, childbirth, breast- feeding and related medical conditions), sexual orientation, gender identity, gender expression, national origin or ancestry, age, mental or physical disability (including medical condition), military or veteran status, political preference, marital status, citizenship, genetic information or other status protected by law or regulation.
We are committed to providing reasonable accommodations for qualified individuals with disabilities. If you need assistance or an accommodation, please let us know during the application process.