Commercial Planning Analyst – Senior

Caixa Vida e Previdência

. Conduct analyses, research, and ongoing monitoring of commercial performance indicators .

Posted 9/17/2026full-timeSão Paulo • BrazilSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in commercial analysis and planning, utilizing advanced analytical tools to derive actionable insights and support strategic decision-making. Proficient in dashboard development and data visualization, with strong communication skills to engage cross-functional teams.

Highest-signal resume keywords

Commercial AnalysisAdvanced SQL KnowledgePower BI Dashboard DevelopmentData Visualization ToolsSales Management Strategies

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Data AnalysisData InterpretationCommercial PlanningSales ReportingAutomation Workflows

Soft Skills

Excellent CommunicationCollaboration SkillsInfluencing Skills

Tools & Technologies

Microsoft OfficePower BISalesforce

Certifications & Qualifications

Commercial Planning Strategies Certification

Industry Keywords

Insurance IndustryCommercial Intelligence

Tech Stack

Tools & technologies

SQL

About the role

Key responsibilities & impact

Conduct analyses, research, and ongoing monitoring of commercial performance indicators
Develop and maintain dashboards, reports, and interactive visualizations to provide visibility and predictability into the sales, cancellations, retention, and other commercial processes
Identify patterns, trends, and business opportunities from data, supporting strategic decision-making
Partner with business teams to understand needs, formulate hypotheses, and deliver customized analytical solutions
Automate data collection, processing, and analysis workflows
Create and present sales reports for the commercial team and executives, providing insights and driving tactical actions
Design and execute incentive strategies and sales promotion programs
Develop and support the team in creating lists of commercial initiatives and actions to drive results
Lead tactical and strategic projects for the Commercial division
Create dashboards to monitor campaigns, commercial initiatives, and area KPIs
Provide back-office support to commercial managers and consultants
Support leadership in developing the team and advancing the area’s analyses and projects

Requirements

What you’ll need

Bachelor’s degree in Data, 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 analysis into practical, actionable insights
Excellent communication and collaboration skills, with the ability to influence and engage cross-functional teams
Experience in commercial intelligence
Advanced knowledge of Microsoft Office
Knowledge of automation, data interpretation, and data visualization tools
Advanced knowledge of Power BI
Advanced dashboard development skills
Advanced SQL knowledge
Salesforce experience is a plus
Certifications or additional coursework in commercial planning strategies are valued
Experience in the insurance industry is a plus

Benefits

Comp & perks

Profit-sharing bonus upon achievement of targets
Flexible working hours, with start times between 8:00 and 10:00 a.m. and end times between 5:00 and 7:00 p.m.
Food and meal vouchers
Wellhub Gold+ at no cost
Transportation allowance
Health insurance with no copayment and no monthly employee or dependent premium
Dental insurance
Pharmacy assistance with discounts at thousands of pharmacies through Vidalink
Daycare and nanny assistance
Life insurance
Complimentary domestic and international travel insurance
Pension plan with company contributions ranging from 2% to 12%, depending on the employee’s contribution
Maternity package
Up to 180 days of maternity leave
Paternity leave