Business Analyst, Commercial, Road

Summary

The Business Analyst, Commercial supports the Commercial and Tender Management teams through reporting, CRM administration, data analysis, and commercial operations support activities. This role maintains CRM data integrity, generates pipeline and sales reporting, tracks commercial milestones, and develops sales scorecards and operational dashboards for corporate and agent office operations.

Location: Lancaster, TX

Division: Road

Job Title: Business Analyst, Commercial

Employment Type: Full Time

• Develop, maintain, and distribute commercial operations reporting for corporate and agent office sales teams.
• Generate CRM reporting, sales pipeline reporting, milestone tracking, and business performance analytics.
• Maintain and update CRM records to ensure data accuracy, consistency, and reporting integrity.
• Support CRM administration activities, including updates, data audits, account maintenance, and reporting enhancements.
• Create, maintain, and analyze sales scorecards, dashboards, and KPI reporting tools.
• Analyze sales and pipeline trends to identify opportunities, risks, and areas for operational improvement.
• Compile, validate, and manipulate large datasets using advanced Microsoft Excel functionality including formulas, pivot tables, lookups, and data analysis tools.
• Develop recurring and ad hoc reports for leadership, sales management, and commercial operations teams.
• Collaborate with internal stakeholders to improve reporting processes, data quality, and workflow efficiencies.
• Assist with milestone tracking and reporting related to sales activities, tenders, customer opportunities, and pipeline management.
• Identify reporting inconsistencies or data discrepancies and work with stakeholders to resolve issues in a timely manner.
• Support process improvement initiatives related to CRM usage, reporting automation, and commercial analytics.
• Prepare summaries, charts, and presentations to communicate business insights and operational performance metrics.
• Assist with special projects, reporting requests, and operational initiatives as assigned.

• Bachelor's degree in Business, Finance, Analytics, Supply Chain, Logistics, Information Systems, or related field preferred.
• Minimum of 1-2 years of experience in business analysis, sales operations, commercial operations, reporting, or related analytical role preferred.
• Experience working with CRM systems and sales reporting tools required.
• Advanced Microsoft Excel skills required, including formulas, pivot tables, lookups, filtering, and data analysis functionality.
• Experience working with large datasets and reporting environments required.
• Freight forwarding, logistics, transportation, or supply chain industry experience preferred.
• Experience supporting sales organizations, tender management, or commercial operations preferred.
• Experience with Power BI, Tableau, Salesforce, Dynamics CRM, or similar reporting and visualization tools preferred.

• Strong analytical and problem‑solving skills with the ability to interpret and summarize complex data.
• Advanced proficiency in Microsoft Excel with the ability to develop and troubleshoot formulas and reporting tools.
• Strong attention to detail and commitment to data accuracy.
• Excellent organizational and time‑management skills with the ability to manage multiple priorities and deadlines.
• Strong interpersonal and communication skills with the ability to collaborate across all levels of the organization.
• Ability to identify trends, gaps, and opportunities through data analysis.
• Self‑motivated with the ability to work independently and within a team environment.
• Strong business acumen and understanding of sales and operational reporting metrics.
• Proficiency with CRM systems, reporting platforms, and Microsoft Office applications.
• Ability to adapt to changing business needs and priorities in a fast‑paced environment.
• Continuous improvement mindset with a focus on process optimization and operational efficiency.

While performing the duties of this job, the employee is regularly required to sit, use hands and fingers, talk, hear, and operate standard office equipment…