Note: The job is a remote job and is open to candidates in USA. Bonterra exists to propel every doer of good to their peak impact. The Senior Commercial Data Analyst will own the end-to-end bookings forecasting processes, lead quota allocation modeling, and ensure data integrity across commercial data systems.
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
Skills
- Extensive experience analyzing raw sales and bookings data, building forecasting and planning models, and translating insights into actionable recommendations
- 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
- 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
- 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
- Ability to build strong working relationships across Sales, Finance, and RevOps while operating in a fast-paced and evolving environment
- Demonstrated ability to ask thoughtful questions about forecast assumptions, pipeline drivers, and quota structures
- Strong analytical mindset with a desire to understand root causes
- Comfortable managing multiple planning cycles, deadlines, and stakeholder requests simultaneously with strong attention to detail
- 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
Benefits
- Bonuses
- Incentives
- Equity
- A comprehensive benefits program
- A comprehensive benefits package that supports your health, well-being and growth - explore full details here
Company Overview
Bonterra is a social good software company. It was founded in 1999, and is headquartered in Austin, Texas, USA, with a workforce of 1001-5000 employees. Its website is https://www.bonterratech.com.