Envista Sr. Commercial Insights & Systems Analyst (Brea, CA)

Envista

Medical Devices

Brea, CA - USA

Senior Specialist / Project Manager

Experteer Overview

In this on-site role, you will shape Envista’s DSO commercial insights and systems, owning data architecture, governance, and reporting that serve MORs, CORs, forecasting, and account planning. You’ll transform complex data from CRM, ERP, and finance into strategic guidance for leadership and cross-functional teams. You help shift from reactive reporting to proactive opportunity identification and scalable execution. This is a chance to impact decision-making at the enterprise level and drive improvements across the commercial systems ecosystem.

Compensation / Benefits

annual performance bonus
medical/dental/vision benefits
401K match

Responsibilities

Define and evolve enterprise dashboards and reporting for executive visibility into DSO performance
Own data architecture, reporting strategy, governance standards, and capability roadmap for MORs, CORs, forecasting, and executive reviews
Establish standardized performance frameworks for pipeline reviews, contract performance, and commercial decision‑making
Lead automation and reporting transformation to improve visibility, consistency, and speed of decision‑making
Set data quality standards, controls, and governance practices ensuring reporting integrity across systems
Lead advanced account and portfolio analytics to identify growth opportunities and prioritize resources
Serve as strategic insights partner to Strategic Account Managers and commercial leaders
Synthesize complex data into actionable recommendations for account planning and execution
Define customer scorecards and performance frameworks aligned with growth objectives
Partner with Sales Ops, IT, and business stakeholders to define and optimize CRM and related systems capabilities
Design scalable reporting, workflows, dashboards, data models, and targeting solutions within CRM and related platforms
Shape field enablement with actionable customer intelligence and territory insights
Lead CRM adoption through simplified workflows, automation, governance, and stakeholder engagement
Define segmentation methodologies and targeting models to guide resource allocation
Develop analytical frameworks to identify whitespace, cross-sell potential, and renewal priorities
Advise on campaign targeting and field execution planning using customer, account, and opportunity data
Establish measurement approaches to assess program effectiveness and inform investment decisions
Own data integration and governance across ERP, CRM, financial systems, contracts, and forecasting platforms
Establish scalable data management processes, reporting standards, and governance controls
Lead automation to simplify data flows and improve system usability
Influence cross-functional leaders to advance the commercial insights roadmap

Key requirements

Bachelor’s degree in a related field
5-8+ years of progressive experience in business analytics, commercial operations, sales operations, BI, or related roles
Advanced Excel skills
Advanced proficiency with Power BI, Tableau, Salesforce, Dynamics, or similar CRM/reporting platforms
Advanced analytical and problem-solving skills with ability to translate data into strategic actions
Experience with large, complex datasets, executive dashboards, data models, and visualization tools
Proven ability to influence stakeholders across commercial, finance, operations, IT, and leadership
Experience leading cross-functional initiatives without direct authority

stakeholder management consultative influencing clear communication Power BI Tableau Salesforce

Description

In this on-site role, you will shape Envista’s DSO commercial insights and systems, owning data architecture, governance, and reporting that…

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