Senior Commercial Planning Analyst – PWD

Caixa Vida e Previdência

Analista de Planejamento Comercial Sênior na Caixa Vida e Previdência, responsável por análise e planejamento comercial com foco em soluções para clientes.

Posted 7/8/2026full-timeSão Paulo • 🇧🇷 BrazilSeniorWebsite

Tech Stack

Tools & technologies

SQL

About the role

Key responsibilities & impact

Conduct analyses, research, and monitoring of commercial indicators;
Develop and maintain dashboards, reports, and interactive visualizations to provide visibility and predictability of sales processes, cancellations, retention, and other commercial process data;
Identify patterns, trends, and business opportunities from data to support the company’s strategic decision-making;
Work in partnership with business areas to understand requirements, formulate hypotheses, and deliver customized analytical solutions;
Automate processes for data collection, cleaning, and analysis to increase the efficiency and reliability of analytical routines;
Create and present sales reports to the commercial team and company executives, providing valuable insights and driving tactical actions;
Design and execute incentive strategies and sales promotion programs, working in synergy with the team to maximize performance and commercial efficiency;
Prepare and support the team in creating lists of commercial initiatives and actions to generate inputs relevant to driving results;
Lead tactical and strategic projects for the commercial superintendency, implementing initiatives to improve performance and increase commercial efficiency;
Create dashboards to monitor campaigns/commercial actions, and to study and track commercial KPIs;
Act as back-office support for commercial managers and consultants, facilitating operational and administrative processes;
Contribute with leadership to the development of the team and to the area’s analyses and projects.

Requirements

What you’ll need

Academic degree in Data, Business Administration, Economics, Marketing, or related fields.
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 to drive effective strategies.
Excellent communication and collaboration skills to influence and interact with cross-functional teams.
Experience with commercial intelligence.
Advanced knowledge of Microsoft Office.
Knowledge of automation tools, data interpretation, and charting.
Advanced knowledge of Power BI.
Advanced experience in dashboard creation.
Advanced SQL knowledge.
Experience with Salesforce is a plus.
Additional certifications or courses in commercial planning strategies are valued.
Experience in the insurance sector will be considered an advantage.

Benefits

Comp & perks

Profit sharing
Flexible working hours
Meal and food allowance
Wellhub
Transportation voucher
Health insurance
Dental plan
Pharmacy assistance
Childcare and nanny assistance
Life insurance
Travel insurance
Pension plan
Maternity kit
Maternity leave
Paternity leave

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Data AnalysisCommercial IntelligenceData InterpretationChartingSales ReportingSales Promotion ProgramsIncentive StrategiesData CleaningData Collection AutomationTrend Identification

Soft Skills

Excellent CommunicationCollaboration SkillsInfluencing SkillsTeam Leadership

Certifications

Certifications in Commercial Planning Strategies