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Sales Operations & Business Intelligence Specialist

PagaTodo
🇲🇽 Mexico
On-site
8 months ago
  • CRM
  • HubSpot
  • Actuarial Science
  • Excel
  • Pivot Tables
  • Data Modeling
  • Power BI
  • SQL
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Drive commercial precision. Turn data into the fuel for our sales growth.

AtBanco PagaTodo, we are redefining how technology and banking work together to empower businesses. To maintain our pace, we need aSpecialist in Sales Support & Business Intelligence—someone who is as comfortable structuring a complex commercial proposal as they are digging into data to find the next growth lever.

You will be the vital link between our daily sales operations and our long-term business strategy. If you have a sharp analytical mind, a passion for process efficiency, and the ability to turn numbers into actionable insights, we want to meet you.

What you’ll do

  • Deal Structuring & Support: Build commercial proposals based on our guidelines, identifying opportunities to optimize pricing and applying approved exceptions with rigorous documentation.

  • Incentives Management: Own the "variable engine." You will calculate monthly commissions and bonuses for the sales team, ensuring accuracy and communicating results clearly to every executive.

  • CRM & Pipeline Governance: Act as the guardian of ourHubSpot environment. You’ll ensure the pipeline is pristine, track commitment deadlines, and keep the CRO updated on forecast deviations.

  • Business Intelligence: Design and maintain dashboards to monitor KPIs across different products and segments. You won't just report data; you’ll identify bottlenecks and suggest improvements to our conversion funnel.

  • Profitability Analysis: Evaluate the margins of our accounts and proposals, providing the leadership team with the insights needed to refine our pricing strategy.

  • Strategic Reporting: Prepare high-impact presentations for senior management, translating operational performance into strategic narratives.

What we’re looking for

  • Education: Bachelor’s degree in Industrial Engineering, Finance, Actuarial Science, Business, or a related field.

  • The Excel Factor: You are a power user. Pivot tables, complex formulas, and data modeling are your bread and butter.

  • Tech Stack: Previous experience withHubSpot (or similar CRMs) is essential. Familiarity withPower BI or basicSQL is a strong advantage.

  • Analytical Rigor: You have a logical mindset and a "detective" approach to data—you find patterns where others see noise.

  • Communication: You can bridge the gap between technical data and commercial needs, explaining complex commission or pricing models with ease.

  • Profile: 2–4 years of experience in Sales Operations, Commercial Planning, or Business Intelligence (Fintech or Banking background is highly valued).

What you’ll get

  • Mentorship: Direct exposure to senior leadership who will teach you the ropes of the industry.

  • Growth Path: A clear path to specialize in corporate relations and business development within the fintech ecosystem.

  • Benefits: Superior benefits and a professional development plan.

  • Office Culture: On-site role in Lomas de Chapultepec, Mexico City.

Sales Operations & Business Intelligence Specialist · PagaTodo

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