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.

Qualifications

QUALIFICATIONS

Education & Experience

- Bachelor’s degree in business, finance, economics, statistics, engineering, mathematics, or a related quantitative field.

- One to three years of experience in an analytical, reporting, sales operations, or business intelligence role; internships and co-ops count toward this range.

- Demonstrated experience building reports and dashboards in Power BI, Excel, or a comparable business-intelligence tool.

- Experience analyzing sales, pipeline, forecast, or cost data and translating findings into a written or verbal recommendation.

- Self-starter with the ability to work autonomously and manage competing requests from multiple stakeholders.

Skills & Competencies

- Advanced Excel skills, including pivot tables, lookup and reference functions, structured references, and work with datasets containing tens of thousands of rows.

- Strong analytical and problem-solving skills with a methodical approach that begins with the business question, validates the data, and clearly states what the results do and do not support.

- Proficiency with Power BI, Power Query, and DAX, or demonstrated aptitude to learn them quickly.

- Strong written and verbal communication skills, with the ability to summarize analysis clearly for technical and non-technical audiences.

- High attention to detail and a consistent habit of validating results before sharing them.

- Comfort receiving direction and feedback on work in progress and asking questions when requests are ambiguous.

- Intermediate PowerPoint proficiency for presenting findings to leadership.

- Interest in or exposure to energy, midstream, industrial services, or manufacturing, with enthusiasm for continued personal and professional development.

- Hands-on experience with a manufacturing or distribution ERP system preferred; Infor SyteLine / CloudSuite Industrial is strongly preferred, and Epicor, SAP, Oracle, Made2Manage, Global Shop, or comparable systems are also valued.

- Working knowledge of core ERP concepts, including item masters and part numbering, customer orders and order lines, job and work-order structures, cost elements, and invoicing, is preferred.

- Familiarity with Salesforce or a comparable CRM platform is preferred and may be learned on the job.

WORK ENVIRONMENT / PHYSICAL REQUIREMENTS

- Work is primarily performed in a professional office environment with prolonged periods of sitting, typing on a computer, viewing a monitor, and communicating by phone or video conference.

- Must be able to communicate effectively with stakeholders, operate standard office equipment, and organize and review detailed electronic and printed information.

- Occasional visits to manufacturing or operational areas may involve varying temperatures, noise, dust, and the use of required personal protective equipment.

- Must be able to manage multiple priorities and meet recurring reporting deadlines with accuracy and appropriate attention to detail.

TRAVEL REQUIREMENTS

- No regular travel is required.