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Job Summary: This professional will be responsible for analyzing commercial data to support strategic decisions and increase conversion, productivity, and execution consistency across units. Key Highlights: 1. Transform numbers into practical actions for leaders and sales teams. 2. Work with sensitive data and directly impact the company’s strategy. 3. Report directly to the CEO, Commercial Director, and Commercial Manager. **Description:** ---------------- Ensure the Commercial Director and leadership make decisions based on numbers, routine, and execution. This person will be responsible for extracting, organizing, verifying, and analyzing all commercial data (sales, targets, CRM, referrals, and Stories), transforming it into clear reports, alerts, and action plans to increase conversion, productivity, and execution consistency across units. Main Responsibilities **Sales and Target Performance (unit and individual)** Consolidate daily/weekly: sales per consultant, individual target attainment, and unit target attainment. Track each salesperson’s level (Entry, Bronze, Silver, Gold, Diamond) and keep the ranking updated. Identify bottlenecks: declining conversion, average ticket value, low productivity, stagnation at funnel stages. Create objective *alerts*: who is falling behind pace, who is at risk, who is overperforming and why. **2\) CRM and Funnel (managing stalled leads and follow-ups)** Audit CRM routine: new leads, stalled leads, time since last contact, cadence, reasons for loss. Generate daily action list: *top stalled leads of the day*, hot leads without response, pending items per consultant. Measure: response time, contact rate, scheduling rate, attendance rate, conversion rate, reasons for non-closure. Identify flaws in our AI to request corrections. **3\) Story Execution and Opportunity Generation** Verify whether the unit is adhering to the Story schedule (quantity, timing, content types). Measure whether Stories are generating opportunities (DMs, clicks, calls, coupon requests, WhatsApp visits). Map what works (themes, formats, CTAs) and what does not, with practical recommendations. **4\) Referrals (acquisition and volume)** Track how many referrals each consultant and each unit has received (and the conversion rate of those referrals). Establish a referral follow-up routine and set referral targets per consultant/unit. Report which units are feeding the funnel with new opportunities and which are leaving money on the table. **5\) Reporting and Management Routines** Deliver standardized reports (daily/weekly/monthly) including: Overall network/unit dashboard Ranking and levels CRM and stalled leads Stories and opportunities Referrals Recommendations and action plans Appointments Closures Flag training needs (by topic and by unit) based on evidence. Maintain dashboards and continuously improve KPIs. Expected Deliverables (very clear) Daily report (concise): target attainment, critical stalled leads, risk alerts by unit/salesperson. Weekly report (robust): ranking, levels, funnel, CRM, referrals, Stories, action plan, and sales team training needs. Monthly diagnostic: performance patterns, comparisons, progress, and commercial leadership training needs. KPIs this person will monitor (examples) % target achievement per consultant and per unit Sales/day, average ticket value, plan mix New vs. worked leads Average response time Contact / scheduling / attendance / closure rates Volume of stalled leads (and time stalled) Number of referrals per consultant/unit and referral conversion rate Story execution (quantity, consistency) \+ opportunity generation (DMs, clicks, etc.) Email marketing: how many responded, engagement level WhatsApp broadcasts: how many responded, engagement level Number of referrals per closed sale **Requirements:** ----------------- Highly analytical, organized, “detail-oriented about numbers” (in a positive sense). * Planner: enjoys routines, checklists, standards, and data-driven accountability. * Clear and objective communicator: capable of transforming numbers into practical actions. * Hands-on: not only analyzes, identifies, and routes necessary actions (senior-level). Technical Requirements * Experience with charts, dashboards, and WhatsApp broadcasts. * Experience with any CRM: funnel audit and cadence routine management. * Proficiency in reporting, KPIs, and data organization. * (Bonus) Power BI / Looker Studio / automations (Zapier/Make) / APIs / Notion. Desired Experience * Experience as Commercial Analyst, Commercial BI Analyst, or Commercial Planning Analyst. * Experience working with targets, sales teams, CRM routines, and performance tracking. Behavioral Competencies * Owner mindset and accountability * Attention to detail (cannot make numerical errors) * Routine rhythm and discipline * Reliability and confidentiality (will handle sensitive data) * Positive energy to drive execution without conflict Reporting and Interfaces * Reports directly to: CEO, Commercial Director, Commercial Manager * Daily interface with: unit commercial leadership, consultants, marketing (Stories).
