Commercial Analyst

Role Overview

The Commercial Analyst will serve as the central analytics resource for the Commercial organization, responsible for providing actionable insights that drive sales growth, client retention, operational performance, and strategic decision-making. This individual will own commercial reporting, sales performance analytics, pipeline prioritization, market opportunity identification, and client-facing data deliverables. This individual will work intimately with Carisk IT to consolidate and improve data infrastructure (data tables, marts) to improve speed to market and usability.

The ideal candidate combines strong analytical capabilities with business acumen and can translate complex data into clear recommendations for sales leadership, service line leaders, marketing, and executive management.

The role is designed to elevate the Commercial organization from reactive reporting to proactive, data-driven decision making.

Role Responsibilities

Commercial Performance Analytics

• Develop and maintain enterprise-wide commercial dashboards and performance scorecards.
• Analyze sales performance against targets, quotas, and strategic objectives.
• Provide region, territory, and individual market-level performance analysis to support leadership decision-making.
• Identify trends, risks, and opportunities impacting commercial growth.
• Leverage AI and automation to improve speed and ability to digest multiple data points across Carisk.

Pipeline & Market Opportunity Analysis

• Manage Total Addressable Market (TAM) analysis and pipeline prioritization activities
• Identify growth opportunities through: TAM assessments, Market penetration analysis, Cross-sell and upsell opportunities, Margin optimization evaluations
• Partner with sales leadership to prioritize high-value opportunities and target accounts
• Maintain and analyze network partner data, including geographic coverage assessments and market intelligence

Client Reporting & Data Governance

• Serve as the primary analytics point of contact for all client reporting requests and deliverables, working through client management or sales as appropriate
• Establish consistency across client reports (and LOBs), including: Data definitions, Data mapping standards, Reporting methodologies, User access governance
• Lead periodic reviews to ensure reporting accuracy, consistency, and scalability
• Partner with IT and operations teams to improve reporting processes and data quality
• Evaluate opportunity for client facing self-serve reporting to reduce support time

Line of Business Analytics & Growth Planning

• Support commercial leaders with actionable performance reporting and business insights
• Assist in establishing and monitoring key performance indicators by LOB, working with relevant LOB analyst resources
• Identify negative trends, volume shifts, and potentially market risks (via Sales/Client Management insight) requiring intervention
• Evaluate operational performance metrics such as turnaround times (TATs) vs goal and across clients
• Support annual planning, forecasting, and growth strategy initiatives

Strategic Prospect & Client Support

• Provide analytics support for client stewardship meetings and executive business reviews.
• Partner with Client Management and Marketing to develop data-driven client presentations and growth strategies.
• Deliver executive-level reporting packages and presentation materials.
• Serve as Analytic liaison during prospect pitches and client meetings to provide insight into capabilities and be conduit to support reporting asks

Marketing support

• Provide insight into Marketing ROI and spend optimization
• Develop and/or administer tools for activity and outcomes for Marketing tactics

Role Qualifications

• Bachelor's degree in: Business Analytics, Data Analytics, Economics, Finance, Statistics, Mathematics, Information Systems, or a Related quantitative discipline
• Preferred: MBA or Master's degree in Analytics, Business, Finance, or related field
• 5-10 years of experience in: Commercial Analytics, Sales Operations, Revenue Operations, Business Intelligence, Strategic Analytics, Healthcare, Managed Care, Workers' Compensation, P&C Insurance, or Professional Services environments preferred

Technical Skills

Required:

• Advanced Excel
• Power BI and/or Tableau
• SQL
• Data visualization and dashboard development
• CRM analytics
• Strong presentation and executive communication skills
• Ability to drive prioritization of stakeholder requests to ensure we are focused on highest value activities vs “nice to haves”

Preferred:

• Python or R
• Data warehouse experience
• Forecasting and predictive analytics
• ETL and data modeling experience

Success Metrics

• Strong collaboration skills across the business and with clients as appropriate
• Improved visibility into commercial performance
• Increased sales productivity through actionable insights
• Accuracy and consistency of client reporting
• Identification and conversion of growth opportunities
• Enhanced service line performance monitoring
• Reduction of reporting cycle times
• Executive and stakeholder satisfaction with reporting outputs

Culture and Benefits at Carisk:

• 10 Paid Company Holidays
• Paid Time Off
• Competitive Medical, Dental, and Vision Insurance
• Company Sponsored Life Insurance
• Supplemental Life Insurance, Short/Long Term Disability, Employee Assistance Program, Flexible Spending Account, and many other Ancillary Benefits
• 401(k) Retirement Plan with Company Match
• ClassPass Wellness Program
• Employee Discount Program
• Flexible and Hybrid Schedule Options*
• Internal Education Programs and Tuition Reimbursement Options
• Internal Advancement Opportunities
• Company-Wide Diversity and Holiday Celebrations
• Best Places to Work Award Recipient 5 years in a row!

*Schedule options and work location vary between departments and management approval

Carisk Partners provides equal employment opportunities to all employees and applicants for employment, and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.