Commercial Operations Analyst

COMPANY OVERVIEW

WeldFit has been a leading manufacturer of pipeline and oilfield products for over 50 years, providing critical solutions such as hot tapping, line stopping, and automated pigging systems to the oil & gas, refining, and petrochemical industries. Headquartered in Houston with a global footprint, WeldFit is committed to safety, quality, and operational reliability in every product and service we deliver.

POSITION SUMMARY

The Commercial Operations Analyst turns CRM (Salesforce) and ERP (Infor SyteLine) data into the reporting, dashboards, and analysis that sales, operations, and executive leadership rely on to run the business. This hands-on analytics role spans commercial performance reporting, manufacturing and procurement cost analysis, and day-to-day sales operations support.

The role builds and maintains Power BI dashboards and Salesforce reports; analyzes job, work order, and procurement costs from ERP exports in Excel; tracks pricing, margin, win rate, pipeline, and forecast performance; produces recurring and ad hoc commercial reporting packages; and supports CRM data quality and sales operations processes. Success requires strong analytical and reporting skills, a methodical approach to data problems, clear communication about what the data does and does not support, and effective collaboration across business units.

KEY RESPONSIBILITIES

Business Intelligence & Commercial Performance

• Build, maintain, and troubleshoot Power BI reports and dashboards for sales, operations, and executive audiences; develop Power Query transformations and DAX measures, and document data sources and refresh logic.
• Track sales performance against targets and quotas at the individual representative, team, and regional levels while maintaining consistent definitions for win rate, conversion, and margin.
• Track pipeline creation, velocity, closure, and overall health at the representative, team, and regional levels.
• Produce monthly regional forecast reports, validate them with each region, and evaluate forecast predictability and consistency over time.
• Track key opportunities against closure plans and account performance against budget, highlighting trends, successes, and improvement opportunities.

Cost, Margin & Pricing Analysis

• Extract manufacturing and procurement data from Infor SyteLine and build Excel analyses of standard versus actual job costs, material and labor variances, scrap and rework, purchase-order pricing, and vendor-spend trends.
• Produce margin analysis for service jobs and fittings by combining Salesforce revenue and quote data with SyteLine cost data; reconcile results against reported financials and escalate supported discrepancies.
• Analyze the relationship between price changes and quote-to-order conversion by product family, size tier, customer, and region, and flag where pricing appears to influence wins or losses.
• Collect and analyze customer, market, and competitor data, including preferences, demographics, buying habits, competitor pricing, and distribution methods, to identify market potential and factors influencing demand.
• Perform ad hoc analyses such as order and quote history reviews, customer volume trends, cycle-time analysis, product-mix shifts, and competitor or target-account analysis.

Reporting, Sales Operations & Data Governance

• Create and distribute recurring forecast, key-deal, pipeline, win/loss, and account-performance reporting packages on weekly, monthly, and quarterly cadences; prepare drafts supporting quarterly business reviews.
• Support quoting, forecasting, pipeline reviews, and forecast roll-ups, including clear variance commentary.
• Maintain Salesforce data quality by monitoring opportunity-stage accuracy, field completeness, duplicate records, and close-date hygiene; partner with sales representatives to improve adoption.
• Reconcile data across Salesforce and the ERP and document discrepancies between systems.
• Maintain documentation for core reporting, forecasting, pipeline-management, and cost-analysis processes, and identify continuous-improvement opportunities.
• Build clean, organized, auditable Excel workbooks and written summaries with sources, calculations, assumptions, limitations, and conclusions stated clearly for non-analyst audiences.
• Present findings clearly in writing and verbally, and perform other duties as assigned by management.