Envista Sr. Commercial Insights & Systems Analyst (Brea/Irvine, CA)
Role Overview
Senior individual contributor shaping commercial insights and systems capability within Sales Operations.
Owns strategy, architecture, governance, and evolution of systems and data supporting DSO performance, customer intelligence, commercial execution, and growth.
Integrates CRM, ERP, financial, contract, and commercial data to inform reviews, forecasting, account planning, field targeting, and leadership decisions.
Key Skills for This Role
Full Job Posting
Role summary
Senior individual contributor shaping commercial insights and systems capability within Sales Operations.
Owns strategy, architecture, governance, and evolution of systems and data supporting DSO performance, customer intelligence, commercial execution, and growth.
Integrates CRM, ERP, financial, contract, and commercial data to inform reviews, forecasting, account planning, field targeting, and leadership decisions.
Work location
- Candidates must live within commuting distance of both Brea and Irvine, California, because the office is expected to relocate from Brea to Irvine around Q1 2028.
- This is not a hybrid or remote opportunity and requires onsite presence four days per week.
Reporting and commercial insights
- Define enterprise dashboards, analytics, and reporting for executive visibility into DSO performance.
- Own data architecture, reporting strategy, governance, and capability roadmap supporting business reviews, forecasting, and account planning.
- Establish standardized performance frameworks for pipeline, contracts, strategic accounts, and commercial decisions.
- Lead reporting automation and transformation and establish data quality controls.
- Analyze accounts and portfolios to identify growth opportunities, customer trends, commercial risks, and resource priorities.
- Advise account managers and commercial leaders and translate data into actionable recommendations.
- Define customer scorecards and performance frameworks aligned with growth objectives.
Systems, forecasting, and targeting
- Partner with Sales Operations, IT, and business stakeholders to optimize CRM and commercial systems.
- Design scalable CRM reporting, workflows, dashboards, data models, and targeting solutions.
- Lead CRM adoption and continuous improvement through workflow simplification, automation, governance, and stakeholder engagement.
- Shape forecasting methodologies, trend analysis, predictive insights, and performance KPIs.
- Define segmentation, targeting, account hierarchies, and analytical frameworks for whitespace, cross-sell, renewals, and growth opportunities.
- Measure commercial programs and field activity and inform future investment decisions.
- Govern data integration from ERP, CRM, financial, contract, forecasting, and customer systems and improve documentation, usability, and efficiency.
Required qualifications
- Bachelor's degree in Business, Analytics, Finance, Economics, Information Systems, Data Science, or a related field.
- Five to eight or more years of progressive relevant experience, including ownership of complex cross-functional initiatives.
- Advanced Excel skills and advanced proficiency with Power BI, Tableau, Salesforce, Dynamics, or similar platforms.
- Advanced analytical and problem-solving skills; ability to turn complex data into strategic recommendations.
- Experience with large datasets, executive dashboards, data models, and visualization tools.
- Ability to influence commercial, finance, operations, IT, and leadership stakeholders and lead without direct authority.
Preferred skills and experience
- Preferred experience with analytics, reporting, data governance, or commercial systems strategy and multi-year roadmaps.
- Preferred SQL, data modeling, or comparable analytics and CRM platform proficiency and cross-system integration experience.
- Preferred experience leading CRM, reporting, workflow automation, or BI transformation in a complex matrixed organization.
- Preferred understanding of commercial operations, enterprise account management, forecasting, field targeting, and customer segmentation.
- Preferred executive communication, stakeholder management, and consultative influencing skills.
- Dental, medical device, healthcare, or multi-operating-company experience is preferred.
Compensation
- Target market salary range is $135,500 to $165,600; compensation depends on location, skills, education, experience, and other factors.
- Total compensation may include an annual performance bonus and other applicable compensation plans.
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