SENIOR COMMERCIAL PLANNING ANALYST

Description

**JOB OPENING: SENIOR COMMERCIAL PLANNING ANALYST** **COMMERCIAL** **We are the Commercial Planning team, and our mission is to deliver the best technological solutions to combat waste in the healthcare and insurance sectors.** **Responsibilities:** **WHAT WE SEEK:** We are looking for a Senior Commercial Planning Analyst to perform the following activities: * Conduct analysis of key commercial metrics — revenue, forecast, budget, pipeline, conversion, sales cycle, and performance by customer, product, channel, and sales executive, translating data into actionable business insights for leadership. * Manage the commercial forecasting cycle — consolidating information, validating assumptions, building scenarios, and flagging risks and opportunities, with practical recommendations for the Commercial Management and Executive Board. * Monitor commercial pipeline progression, assessing quality, coverage, opportunity movement, bottlenecks, and alignment with targets, proposing course corrections when necessary. * Design and maintain dashboards, reports, and executive analyses to support commercial meetings, committees, and leadership forums — ensuring clarity, consistency, and decision-focused delivery. * Contribute to commercial governance by proposing standardization of rituals, KPIs, processes, and monitoring criteria, and ensuring disciplined daily application. * Ensure consistency across CRM, revenue databases, forecasts, and executive materials, acting as the quality and integrity steward of commercial data. * Conduct ad hoc analyses to support strategic decisions by the Commercial Executive Board, combining analytical depth with clear communication. * Identify deviations, trends, risks, and opportunities, formulating evidence-based recommendations to improve commercial performance. * Support harmonization of KPIs, pipeline classification, and commercial processes within the area. * Collaborate cross-functionally with Sales, Products, Marketing, Operations, Finance, and Data Intelligence, mobilizing information and aligning understanding. * Support the evolution of a data-driven management culture within the commercial area, translating analysis into action. **Requirements:** * Bachelor’s degree in Business Administration, Economics, Engineering, Statistics, Accounting, Information Systems, or related fields. * Solid experience in Commercial Planning, Sales Operations, Revenue Operations, Commercial Intelligence, Commercial Controllership, or related areas. * Prior experience in B2B environments with long sales cycles — ideally in healthcare, insurance, or benefits. * Advanced Excel proficiency. * Advanced Power BI expertise, including fluency in DAX and data modeling. * CRM experience. * Strong knowledge of commercial KPIs, forecasting, pipeline management, and budgeting. * Ability to develop executive-level analyses and business recommendations. * Strong written and verbal communication skills, including data storytelling tailored for executive audiences. * Analytical, organized, critical, and collaborative mindset. **Preferred Qualifications:** * Experience in the supplementary health sector, healthtech, or B2B technology services for healthcare. * Familiarity with Microsoft Dynamics 365 Sales. * Understanding of ANS (National Health Agency), health plan operators, insurers, claims management, network management, medical auditing, or healthcare technology solutions. * Knowledge of SQL and Power Query. * Experience developing presentations for the Executive Board or executive committees. * Exposure to win/loss analysis, commercial productivity, or CRM data governance processes. **Additional Information:** **WORK LOCATION** Alphaville / Barueri \- SP **or** Florianópolis \- SC (to be determined based on candidate preference and profile) **WORK MODALITY** Hybrid work **COMPENSATION** Market-competitive **BENEFITS** * Medical Insurance — To care for your health, your spouse/partner’s, and/or your children’s; * Dental Insurance — Because smiling feels good! * Meal Allowance and/or Food Voucher — For your monthly grocery purchases and/or daily meals; * Transportation Voucher — To support your commute to Orizon; * Profit Sharing and Results-Based Bonus — To reward your contribution, as you are part of our results; * Remote Work Allowance — To assist with remote-work-related expenses; * Childcare Assistance — To help cover school tuition costs for your children; * Health and Well-being Program (OrienteMe) — Supporting emotional and nutritional health is embedded in our culture; * Totalpass — To support your physical well-being; * Birthday Day Off — To enjoy your special day your way; * Education Partnerships and Incentives — Benefit from discounts offered by our partners throughout your learning journey; * Orizon Campus — At Orizon, we encourage continuous learning and offer a wide range of courses to support your professional development; * Bradesco Benefits Club (discounts at partner stores) — To save on purchases and more; * Life Insurance — To provide support during difficult times; * Private Pension Plan — To help you plan for your future; * Dress Code: Be yourself! * In addition to the above benefits, please note that at Orizon, we value an environment where people feel welcomed and proud to belong. Therefore, beyond collaboration, interaction across multiple departments, and participation in projects that foster professional and behavioral development, we also reinforce diversity, equity, and inclusion in our daily practices — ensuring a respectful and equitable environment for all our people.