At a Glance
- Tasks: Support financial reporting, pricing frameworks, and CRM data accuracy while collaborating with various teams.
- Company: Join a dynamic agency focused on growth and innovation in commercial operations.
- Benefits: Enjoy 25 days holiday, MacBook, private health insurance, and unlimited coffee!
- Other info: Work in a casual environment with regular socials and opportunities for career development.
- Why this job: Gain exposure to senior directors and take on responsibilities early in your career.
- Qualifications: 1-2 years in business analytics or commercial operations; strong attention to detail required.
The predicted salary is between 27000 - 33000 £ per year.
Job Description
Due to high client demand, Performance. io is expanding again.
We're looking for a talented
Junior Commercial Operations Executive to join the performance-io team.
In this role, you'll work closely with the client-facing business units as well as internal teams supporting the commercial infrastructure that underpins the agency's growth.
- As a
- Junior Commercial Operations Executive
, your responsibilities will span forecasting and financial reporting, pricing and commercial frameworks, CRM data integrity, and support for proposal and pitch creation, alongside collaboration with Marketing on outreach and lead generation.
This is an internally-focused role at heart: you'll be the person ensuring the numbers, templates, records and documentation the wider business relies on are accurate, current, and consistently maintained.
Being part of a close-knit, London-based global team, you will have great visibility and exposure to senior directors in the company and the opportunity to progressively take on more responsibility early in your career.
Our ideal candidate will be an enthusiastic and committed individual with a strong eye for detail and a genuine interest in how a commercial function operates behind the scenes.
What you'll do
- Forecasting & Reporting
- Support the preparation of monthly financial forecasts, board packs, and other reporting materials
- Maintain data accuracy across reporting templates, ensuring timely updates ahead of key deadlines
- Demonstrate strong attention to detail when compiling financial and commercial data from multiple sources
- Assist in generating basic insights from reporting outputs to support senior stakeholder decision-making
- Proposals, Budgets & SOWs
- Support the creation and formatting of proposal decks, budgets, and Statement of Work (SOW) documentation
- Use approved templates and product one-sliders consistently across all client-facing materials
- Maintain data accuracy within budget sheets and proposal documents, checking figures before circulation
- Ensure consistent, organised filing of budgets, SOWs and proposals for easy retrieval and audit purposes
- Pricing & Commercial Frameworks
- Support the ongoing maintenance of pricing documentation and commercial frameworks
- Assist in gathering data and preparing pricing analysis to inform commercial decisions
- Build and demonstrate a solid understanding of core product offerings and how pricing structures are applied across them
- CRM & Pipeline Data (Salesforce)
- Maintain accurate CRM data, following established data-entry and governance processes
- Support reporting and pipeline tracking activities within Salesforce, flagging inconsistencies where identified
- Develop and demonstrate understanding of CRM best practice and data hygiene, contributing to a reliable single source of commercial truth
- Outreach, Lead Generation & Market Insight
- Collaborate with the Marketing team to support outreach campaigns, lead generation activity, and conference preparation
- Conduct basic horizon scanning research on prospects, industries, and market trends to surface potential opportunities and risks
- Maintain accurate lead and opportunity records within CRM systems, ensuring information stays current as prospects move through the pipeline
- Cross-functional Support
- Support client services teams in developing pitch presentations and project proposals for prospective clients
- Work alongside Marketing on data gathering, formatting, and proofreading for marketing initiatives, ensuring consistency with brand guidelines and messaging
- Support tracking of project timelines, dependencies and risks to ensure delivery stays on schedule
- Proactively anticipate tasks and questions by observing senior team members, escalating issues before they become problems
- Support the identification and integration of technology, automation, and AI tools to drive efficiencies across commercial workflows, working closely with the CTO, Innovation function, and Operations team
Skills & Qualifications
- 1–2 years' experience in a business analytics or commercial operations role
- Bachelor's or Master's degree in Business Management, Finance, or a related field
- Highly proficient with Microsoft applications (e. g. Excel, Power Point) and Google Workspace (e. g. Google Slides, Google Sheets)
- Experience working with CRM systems, Salesforce preferred
- Proven numerical and analytical capabilities, with strong attention to detail
- Excellent written and verbal communicator
- Critical thinker and problem-solver
- Team player with the ability to build strong relationships
- Commercial and pioneering mindset
- Proactive, with the ability to deal with ambiguity
- Self-starter
Benefits
- Welcome pack with company merch
- Mac Book provided
- 25 days holiday + bank holidays + half day off Christmas Eve
- Half-day birthday leave
- Smart pension scheme
- Central Holborn coworking office, 2x/week, near Lincoln's Inn Fields with plenty of nearby food/shop options
- 4 weeks working abroad per year (manager's discretion)
- Unlimited speciality coffee from in-house baristas
- Annual training budget, career development and mentoring
- Discretionary bonus scheme, twice yearly (post-probation)
- Private health insurance for full-time employees (post-probation)
- Regular company events and socials
- Casual dress (excluding client meetings)
- 4pm Friday finishes in July and August
- One-month unpaid sabbatical after 5 years' service
Junior Commercial Operations Executive in London employer: performance.io current openings
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Contact Details:
performance.io current openings Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Junior Commercial Operations Executive in London
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We think you need these skills to ace Junior Commercial Operations Executive in London
Some tips for your application 🫡
Highlight Your Analytical Skills:In the business intelligence field, showcasing your analytical skills is a must. Make sure your CV includes relevant experience with data analysis tools, programming languages like SQL or Python, and any projects where you've interpreted complex data sets to drive business decisions.
Showcase Your Business Acumen:Don't just focus on data; show us how you can apply your insights to real-world business problems. Highlight projects where you made a tangible impact on company performance, and be prepared to explain your thought process in your cover letter.
Tailor Your Documents for Us:When applying for a full-time role at performance.io current openings, tailor your CV and cover letter to reflect our organisational goals and strategies. Mention specific tools and methodologies that align with what we do—this shows you’ve done your homework and are genuinely interested in our mission!
Include Relevant Certifications:Certifications like Google Data Analytics or similar qualifications can really make you stand out in business intelligence. Include these in your application, as they demonstrate your commitment to the field and your willingness to stay current with industry standards.
How to prepare for a job interview at performance.io current openings
✨Show off your analytical skills
In a business intelligence role, you're going to need to demonstrate your analytical prowess. Be prepared to discuss specific tools you've used, like SQL, Tableau, or Power BI. Have real-world examples ready where you’ve turned data into actionable insights – this is what makes us shine in interviews!
✨Practice your technical know-how
Expect some technical questions during the interview that dive deep into your understanding of data modelling and analytics frameworks. Brush up on your knowledge of data warehousing concepts and be ready to tackle any real case scenarios they might present. They’ll want to see how you approach problems using your BI toolkit.
✨Portfolio of Projects
Since it's a full-time role, having a strong portfolio is key! Compile case studies demonstrating your previous projects, preferably showing how your insights led to business improvements. This can help us display how you think through complex datasets and your problem-solving process, which is what employers are keen on seeing.
✨Know their business model
Get familiar with performance.io current openings’s business model and recent data-driven decisions. Be prepared to discuss how your skills can specifically support their objectives or challenges. Understanding their landscape shows that you’re not just a data buff, but you’re also genuinely interested in how BI can impact their bottom line.
