Senior Commercial Data Analyst, Bonterra

• Extensive experience analyzing raw sales and bookings data, building forecasting and planning models, and translating insights into actionable recommendations
• Ability to clearly communicate forecast assumptions, risks, and planning insights in a compelling and structured way. Experience presenting findings to senior leadership required; experience presenting to executive teams or investors a plus
• Fluency in Python and/or SQL (both preferred)
• Advanced Excel skills (modeling, scenario analysis, complex formulas)
• Experience with Salesforce and sales pipeline mechanics
• Experience with data visualization tools (PowerPoint required; Tableau, Power BI, or similar preferred)
• Experience with Amazon Quicksight a plus
• Experience working across CRM, CPQ, Finance, and reporting systems
• Familiarity with Git for managing scripts or model revisions
• Ability to ensure data consistency across multiple systems and inputs
• Ability to build strong working relationships across Sales, Finance, and RevOps while operating in a fast-paced and evolving environment
• Demonstrated ability to ask thoughtful questions about forecast assumptions, pipeline drivers, and quota structures. Strong analytical mindset with a desire to understand root causes
• Comfortable managing multiple planning cycles, deadlines, and stakeholder requests simultaneously with strong attention to detail

Desirable

• Own end-to-end bookings forecasting processes, including weekly, monthly, and quarterly forecasting cycles. Partner with Sales leadership to validate commit, upside, and risk, ensuring forecast accuracy and predictability. Maintain back-testing models and continuously improve forecasting methodology
• Lead quota allocation modeling, coverage ratio analysis, and capacity planning. Support annual and mid-year quota cycles with data-backed recommendations. Build scenario models that inform AOP planning and compensation design
• Own bookings validation and reconciliation processes across CRM, CPQ, and Finance systems. Ensure accurate classification of new logo, renewal, and expansion bookings. Maintain controls that ensure attainment calculations and reporting outputs are reliable and audit-ready
• Support pipeline health analysis, attainment tracking, and plan-to-actual variance reporting. Identify structural drivers of over- and under-performance and provide data-backed recommendations to Commercial leadership
• Create clear, consumable dashboards and reports in Amazon Quicksight and Excel that deliver actionable insights to stakeholders across Sales, Finance, and RevOps. Develop reporting that simplifies complexity and supports confident decision-making
• Work closely with Sales Operations, Enterprise Applications, and Finance teams to ensure integrity and alignment across commercial data systems
• Assist in managing multiple data sources and ensure proper integration and synchronization
• Work with both structured and unstructured data while maintaining consistency and integrity
• Utilize Git for tracking changes in forecasting models, scripts, or configuration files
• Coordinate with data engineers or technical teams to ensure version control across databases, APIs, and reporting inputs
• Partner with cross-functional teams to implement improvements to forecasting processes, quota design, and planning rigor. Lead structured project sprints when necessary and measure impact of implemented optimizations
• Identify inefficiencies in sales planning processes, pipeline governance, and quota allocation. Develop data-driven recommendations that improve predictability, accountability, and performance
• Present structured, executive-ready summaries of forecast performance, quota design, and sales plan outcomes to Commercial and Finance leadership