Sales Operations & Business Intelligence Specialist

Drive commercial precision. Turn data into the fuel for our sales growth.

At Banco PagaTodo , we are redefining how technology and banking work together to empower businesses. To maintain our pace, we need a Specialist in Sales Support & Business Intelligence—someone who is as comfortable structuring a complex commercial proposal as they are digging into data to find the next growth lever.

You will be the vital link between our daily sales operations and our long-term business strategy. If you have a sharp analytical mind, a passion for process efficiency, and the ability to turn numbers into actionable insights, we want to meet you.

What you’ll do

• Deal Structuring & Support: Build commercial proposals based on our guidelines, identifying opportunities to optimize pricing and applying approved exceptions with rigorous documentation.
• Incentives Management: Own the "variable engine." You will calculate monthly commissions and bonuses for the sales team, ensuring accuracy and communicating results clearly to every executive.
• CRM & Pipeline Governance: Act as the guardian of our HubSpot environment. You’ll ensure the pipeline is pristine, track commitment deadlines, and keep the CRO updated on forecast deviations.
• Business Intelligence: Design and maintain dashboards to monitor KPIs across different products and segments. You won't just report data; you’ll identify bottlenecks and suggest improvements to our conversion funnel.
• Profitability Analysis: Evaluate the margins of our accounts and proposals, providing the leadership team with the insights needed to refine our pricing strategy.
• Strategic Reporting: Prepare high-impact presentations for senior management, translating operational performance into strategic narratives.

What we’re looking for

• Education: Bachelor’s degree in Industrial Engineering, Finance, Actuarial Science, Business, or a related field.
• The Excel Factor: You are a power user. Pivot tables, complex formulas, and data modeling are your bread and butter.
• Tech Stack: Previous experience with HubSpot (or similar CRMs) is essential. Familiarity with Power BI or basic SQL is a strong advantage.
• Analytical Rigor: You have a logical mindset and a "detective" approach to data—you find patterns where others see noise.
• Communication: You can bridge the gap between technical data and commercial needs, explaining complex commission or pricing models with ease.
• Profile: 2–4 years of experience in Sales Operations, Commercial Planning, or Business Intelligence (Fintech or Banking background is highly valued).

What you’ll get

• Mentorship: Direct exposure to senior leadership who will teach you the ropes of the industry.
• Growth Path: A clear path to specialize in corporate relations and business development within the fintech ecosystem.
• Benefits: Superior benefits and a professional development plan.
• Office Culture: On-site role in Lomas de Chapultepec, Mexico City.