Commercial Execution Specialist

This role leads and supports critical areas within the Commercial organization, focusing on commercial performance reporting, marketing analytics, bottom-up forecasting models, and overall Commercial Operations processes. It is strategically positioned to enhance commercial reporting/analytics capabilities, Commercial Excellence functions, Marketing Analytics, and Sales Bottoms-Up Forecasting within Sales Operations.

Responsibilities

• Design, build, and maintain data workflows and dashboards using modern ETL and dashboarding tools (e.g., Power BI, Tableau) to process sales performance, marketing metrics, and commercial data.
• Automate data pipelines and workflows to deliver targeted performance insights and interactive dashboard views to sales representatives, marketing teams, and commercial leadership.
• Utilize ETL methodologies to extract, clean, and process data from core finance, CRM, and marketing systems to maintain and improve reporting and dashboards.
• Collaborate to develop and analyze commercial performance indicators (KPIs) to evaluate the impact and success of sales and marketing initiatives, including realized growth dollars, performance by region, and performance vs. goals.
• Develop, maintain, and refine detailed sales forecasting models utilizing pipeline opportunities, historical win rates, sales representative inputs, and account-level data.
• Partner with sales and marketing teams to evaluate the commercial pipeline, identify coverage gaps, track velocity through the funnel, and conduct variance analyses between bottom-up forecasts and actual commercial performance.
• Support Commercial Excellence initiatives such as targeting, building standard dashboards, reviewing initiatives to remove under-utilized or outdated information, and proactively reviewing performance to drive improved execution.
• Monitor, analyze, and report on the performance of multi-channel marketing campaigns to evaluate ROI, track lead-to-opportunity conversion rates, and provide actionable insights to optimize marketing spend.
• Act as the primary subject matter expert on commercial data structures, operational workflows, and BI/dashboarding tools for the business.
• Support the implementation of new Commercial Operations processes, systems, and integrated workflows.
• Remain agile to accommodate changing metric definitions and expanding metrics for leadership or sales teams in annual operating planning, monthly leadership reporting, and weekly sales huddles.

Requirements

• 2+ years of experience in Commercial, Financial, Marketing Analytics, or Operational roles, with an emphasis on data workflows, ETL, and dashboarding.
• Hands-on experience developing dashboards/reporting for Sales and Marketing functions.
• Experience configuring scheduled data pipelines and automated workflows for dashboard environments.
• Hands-on experience building bottom-up sales forecasting or revenue projections.
• 1+ years of experience in the Diagnostics or Healthcare industry.
• Practical knowledge of lab industry and healthcare structures (e.g., physician, hospitals, and health plans).
• Experience in business planning, marketing analytics, sales forecasting, market, and competitive analysis.
• Experience driving sales effectiveness processes and operational workflows.
• High fluency with BI tools (including Power BI and/or Tableau), Salesforce.com, and Excel.
• Structured and logical thinking with strong analytical skills (quantitative and qualitative).

Qualifications

• Bachelor’s Degree (Required). Business Degree or MBA (Preferred).
• Proficiency in Excel, PowerPoint, Salesforce, and BI tools (Required).

Schedule

Hybrid role based in Lenexa, KS (3 days per week in-office).