Senior Commercial Data Analyst

Bonterra

2d • $95,000 - $120,000

About The Position

About Us Bonterra exists to propel every doer of good to their peak impact. We measure that impact against our vision to increase the giving rate as a percentage of GDP from 2% to 3% by 2033. We know that this goal is lofty, but we are confident that the right technology and expertise will strengthen trust in the sector, allowing the social good industry to accelerate growth and reach peak impact. Bonterra's differentiated, end-to-end solutions collectively support a unique network of over 20,000 customers, including over 16,000 nonprofit organizations and over 50 percent of Fortune 100 companies. Learn more at bonterratech.com. About the Role Key Responsibilities Sales Forecasting & Planning Own end-to-end bookings forecasting processes, including weekly, monthly, and quarterly forecasting cycles. Partner with Sales leadership to validate commit, upside, and risk, ensuring forecast accuracy and predictability. Maintain back-testing models and continuously improve forecasting methodology. Quota & Coverage Modeling Lead quota allocation modeling, coverage ratio analysis, and capacity planning. Support annual and mid-year quota cycles with data-backed recommendations. Build scenario models that inform AOP planning and compensation design. Bookings Validation & Data Integrity Own bookings validation and reconciliation processes across CRM, CPQ, and Finance systems. Ensure accurate classification of new logo, renewal, and expansion bookings. Maintain controls that ensure attainment calculations and reporting outputs are reliable and audit-ready. Revenue Operations Analytics Support pipeline health analysis, attainment tracking, and plan-to-actual variance reporting. Identify structural drivers of over- and under-performance and provide data-backed recommendations to Commercial leadership. Data Reporting and Visualization Create clear, consumable dashboards and reports in Amazon Quicksight and Excel that deliver actionable insights to stakeholders across Sales, Finance, and RevOps. Develop reporting that simplifies complexity and supports confident decision-making. Data Source Management Work closely with Sales Operations, Enterprise Applications, and Finance teams to ensure integrity and alignment across commercial data systems. Assist in managing multiple data sources and ensure proper integration and synchronization Work with both structured and unstructured data while maintaining consistency and integrity Utilize Git for tracking changes in forecasting models, scripts, or configuration files Coordinate with data engineers or technical teams to ensure version control across databases, APIs, and reporting inputs Execution of Cross-Functional Initiatives Partner with cross-functional teams to implement improvements to forecasting processes, quota design, and planning rigor. Lead structured project sprints when necessary and measure impact of implemented optimizations. Strategic Recommendations Identify inefficiencies in sales planning processes, pipeline governance, and quota allocation. Develop data-driven recommendations that improve predictability, accountability, and performance. Communication of Insights Present structured, executive-ready summaries of forecast performance, quota design, and sales plan outcomes to Commercial and Finance leadership.

Requirements

• End-to-End Data Analysis Extensive experience analyzing raw sales and bookings data, building forecasting and planning models, and translating insights into actionable recommendations.
• Data Storytelling Ability to clearly communicate forecast assumptions, risks, and planning insights in a compelling and structured way. Experience presenting findings to senior leadership required; experience presenting to executive teams or investors a plus.
• Technical Skills Fluency in Python and/or SQL (both preferred) Advanced Excel skills (modeling, scenario analysis, complex formulas) Experience with Salesforce and sales pipeline mechanics Experience with data visualization tools (PowerPoint required; Tableau, Power BI, or similar preferred) Experience with Amazon Quicksight a plus
• Systems & Version Control Experience working across CRM, CPQ, Finance, and reporting systems Familiarity with Git for managing scripts or model revisions Ability to ensure data consistency across multiple systems and inputs
• Collaboration & Adaptability Ability to build strong working relationships across Sales, Finance, and RevOps while operating in a fast-paced and evolving environment.
• Curiosity Demonstrated ability to ask thoughtful questions about forecast assumptions, pipeline drivers, and quota structures. Strong analytical mindset with a desire to understand root causes.
• Organization Comfortable managing multiple planning cycles, deadlines, and stakeholder requests simultaneously with strong attention to detail.

Nice To Haves

• 4+ years of experience in sales operations, revenue analytics, business strategy, or related fields
• AI experience – familiarity with AI-driven forecasting tools or automation workflows
• Strong understanding of B2B sales processes and commercial success metrics
• Experience in a SaaS environment

Responsibilities

• Own end-to-end bookings forecasting processes, including weekly, monthly, and quarterly forecasting cycles.
• Partner with Sales leadership to validate commit, upside, and risk, ensuring forecast accuracy and predictability.
• Maintain back-testing models and continuously improve forecasting methodology.
• Lead quota allocation modeling, coverage ratio analysis, and capacity planning.
• Support annual and mid-year quota cycles with data-backed recommendations.
• Build scenario models that inform AOP planning and compensation design.
• Own bookings validation and reconciliation processes across CRM, CPQ, and Finance systems.
• Ensure accurate classification of new logo, renewal, and expansion bookings.
• Maintain controls that ensure attainment calculations and reporting outputs are reliable and audit-ready.
• Support pipeline health analysis, attainment tracking, and plan-to-actual variance reporting.
• Identify structural drivers of over- and under-performance and provide data-backed recommendations to Commercial leadership.
• Create clear, consumable dashboards and reports in Amazon Quicksight and Excel that deliver actionable insights to stakeholders across Sales, Finance, and RevOps.
• Develop reporting that simplifies complexity and supports confident decision-making.
• Work closely with Sales Operations, Enterprise Applications, and Finance teams to ensure integrity and alignment across commercial data systems.
• Assist in managing multiple data sources and ensure proper integration and synchronization
• Work with both structured and unstructured data while maintaining consistency and integrity
• Utilize Git for tracking changes in forecasting models, scripts, or configuration files
• Coordinate with data engineers or technical teams to ensure version control across databases, APIs, and reporting inputs
• Partner with cross-functional teams to implement improvements to forecasting processes, quota design, and planning rigor.
• Lead structured project sprints when necessary and measure impact of implemented optimizations.
• Identify inefficiencies in sales planning processes, pipeline governance, and quota allocation.
• Develop data-driven recommendations that improve predictability, accountability, and performance.
• Present structured, executive-ready summaries of forecast performance, quota design, and sales plan outcomes to Commercial and Finance leadership.

Benefits

• We offer a comprehensive benefits package that supports your health, well-being and growth - explore full details here.
• Compensation and benefits for this role apply to full-time employees in the United States and may vary based on local standards, laws and norms.
• Pay is determined by location, skills, experience, and education, and is one part of Bonterra’s total rewards package, which may also include bonuses, incentives, equity, and a comprehensive benefits program.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed