Envista Sr. Commercial Insights & Systems Analyst (Brea, CA)
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Experteer Overview In this on-site role, you will shape Envista’s DSO commercial insights and systems, owning data architecture, governance, and reporting that serve MORs, CORs, forecasting, and account planning. You’ll transform complex data from CRM, ERP, and finance into strategic guidance for leadership and cross-functional teams. You help shift from reactive reporting to proactive opportunity identification and scalable execution. This is a chance to impact decision-making at the enterprise level and drive improvements across the commercial systems ecosystem. Compensation / Benefits * Define and evolve enterprise dashboards and reporting for executive visibility into DSO performance * Own data architecture, reporting strategy, governance standards, and capability roadmap for MORs, CORs, forecasting, and executive reviews * Establish standardized performance frameworks for pipeline reviews, contract performance, and commercial decision-making * Lead automation and reporting transformation to improve visibility, consistency, and speed of decision-making * Set data quality standards, controls, and governance practices ensuring reporting integrity across systems * Lead advanced account and portfolio analytics to identify growth opportunities and prioritize resources * Serve as strategic insights partner to Strategic Account Managers and commercial leaders * Synthesize complex data into actionable recommendations for account planning and execution * Define customer scorecards and performance frameworks aligned with growth objectives * Partner with Sales Ops, IT, and business stakeholders to define and optimize CRM and related systems capabilities * Design scalable reporting, workflows, dashboards, data models, and targeting solutions within CRM and related platforms * Shape field enablement with actionable customer intelligence and territory insights * Lead CRM adoption through simplified workflows, automation, governance, and stakeholder engagement * Define segmentation methodologies and targeting models to guide resource allocation * Develop analytical frameworks to identify whitespace, cross-sell potential, and renewal priorities * Advise on campaign targeting and field execution planning using customer, account, and opportunity data * Establish measurement approaches to assess program effectiveness and inform investment decisions * Own data integration and governance across ERP, CRM, financial systems, contracts, and forecasting platforms * Establish scalable data management processes, reporting standards, and governance controls * Lead automation to simplify data flows and improve system usability * Influence cross-functional leaders to advance the commercial insights roadmap Tasks * Bachelor’s degree in a related field * 5-8+ years of progressive experience in business analytics, commercial operations, sales operations, BI, or related roles * Advanced Excel skills * Advanced proficiency with Power BI, Tableau, Salesforce, Dynamics, or similar CRM/reporting platforms * Advanced analytical and problem-solving skills with ability to translate data into strategic actions * Experience with large, complex datasets, executive dashboards, data models, and visualization tools * Proven ability to influence stakeholders across commercial, finance, operations, IT, and leadership * Experience leading cross-functional initiatives without direct authority Key requirements * annual performance bonus * medical/dental/vision benefits * 401K match
Requirements
_ methodologies and targeting models to guide resource allocation * Develop analytical frameworks to identify whitespace, cross-sell potential, and renewal priorities * Advise on campaign targeting and field execution planning using customer, account, and opportunity data * Establish measurement approaches to assess program effectiveness and inform investment decisions * Own data integration and governance across ERP, CRM, financial systems, contracts, and forecasting platforms * Establish scalable data management processes, reporting standards, and governance controls * Lead automation to simplify data flows and improve system usability * Influence cross-functional leaders to advance the commercial insights roadmap Tasks * Bachelor’s degree in a related field * 5-8+ years of progressive experience in business analytics, commercial operations, sales operations, BI, or related roles * Advanced Excel skills * Advanced proficiency with Power BI, Tableau, Salesforce, Dynamics, or similar aaa leadership platforms * Advanced analytical and problem-solving skills with ability to translate data into strategic actions * Experience with large, complex datasets, executive dashboards, data models, and visualization tools * Proven ability to influence stakeholders across commercial, finance, operations, IT, and leadership * Experience leading cross-functional initiatives without direct authority Key requirements * annual performance bonus * medical/dental/vision benefits * 401K match
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