Commercial Planning Analyst, Persons with Disabilities

Caixa Vida e Previdência

. Analyze, research, and monitor commercial performance indicators .

Posted 9/17/2026full-timeSão Paulo • BrazilMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in commercial analysis and planning, utilizing advanced analytical tools to derive actionable insights that drive strategic initiatives. Proficient in creating reports and dashboards to enhance visibility into sales performance and improve commercial efficiency.

Highest-signal resume keywords

Commercial AnalysisSales Management StrategiesAdvanced Analytical ToolsPower BISQL

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Commercial AnalysisSales Management StrategiesData InterpretationChartingDashboard Creation

Soft Skills

Excellent CommunicationCollaboration Skills

Tools & Technologies

Microsoft OfficePower BISQLSalesforce

Certifications & Qualifications

Commercial Planning Strategies Certification

Industry Keywords

Insurance IndustryCommercial Performance IndicatorsIncentive StrategiesSales Promotion Programs

Tech Stack

Tools & technologies

SQL

About the role

Key responsibilities & impact

Analyze, research, and monitor commercial performance indicators
Prepare reports, analyses, and research to provide visibility into and predictability of the sales, cancellations, retention, and other commercial processes
Create and present sales reports for the commercial team and company executives, providing insights and driving strategic action
Design and implement incentive strategies and sales promotion programs in collaboration with the team
Develop and support the team in creating lists of commercial initiatives and actions to improve results
Lead tactical and strategic projects for the Commercial Division, implementing initiatives to improve performance and increase commercial efficiency
Support leadership in developing the team and the department’s analyses and projects

Requirements

What you’ll need

Bachelor’s degree in Business Administration, Economics, Marketing, or a related field
Experience in commercial analysis and planning
Proficiency with advanced analytical tools and expertise in sales management strategies
Ability to translate data analyses into practical, actionable insights
Excellent communication and collaboration skills for working with cross-functional teams
Experience in commercial intelligence
Advanced knowledge of Microsoft Office tools
Knowledge of automation tools, data interpretation, and charting
Knowledge of Power BI
Knowledge of dashboard creation
Knowledge of SQL
Salesforce knowledge is a plus
Certifications or additional courses in commercial planning strategies are valued
Experience in the insurance industry is a plus
Position exclusively for persons with disabilities

Benefits

Comp & perks

Profit-sharing after targets are met
Flexible working hours, with start times between 8:00 a.m. and 10:00 a.m. and end times between 5:00 p.m. and 7:00 p.m.
Food and meal allowance
Wellhub Gold+ at no cost
Transportation allowance
Health insurance with no copay and no monthly employee contribution for employees and dependents
Dental insurance
Pharmacy assistance with discounts at thousands of pharmacies through Vidalink
Daycare and nanny assistance
Life insurance
National and international travel insurance at no cost
Pension plan with an employer contribution ranging from 2% to 12%, matching the employee’s contribution
New-parent maternity kit
Up to 180 days of maternity leave
Paternity leave