Junior Commercial Operations Executive

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

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

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, PowerPoint) 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
• MacBook 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

About performance.io Ltd.

performance.io is a global healthcare performance marketing agency helping pharmaceutical and biotech companies transform their digital presence. Combining proprietary technology, AI-powered insights and specialist healthcare expertise, we work with 16 of the world's top 20 pharmaceutical companies to improve online visibility through market-leading SEO, Generative Engine Optimisation (GEO), content strategy and digital performance benchmarking.

With offices across the UK, US, Japan, South Africa and India, we're a collaborative, ambitious team that values innovation, continuous learning and work-life balance. As we continue to grow, you'll have the opportunity to shape the future of healthcare content while developing your own career in an exciting, fast-paced environment.