Business Specialist – Hubspot | Reporting | Business Improvement

Are you commercially minded, analytical, and confident turning business data into practical insights? Symbio Australia is seeking a full-time Business Specialist – Commercial Performance & Planning to help strengthen commercial decision-making, forward planning, and operational performance across our business.

Reporting to the Senior Business Specialist, you will work with Senior Leadership, Sales, Customer Service, Operations, Finance, Service, Marketing and Supply Chain.

This is an internally focused role combining commercial analysis, management reporting, forecasting, demand planning, pricing, and margin analysis, HubSpot insights and cross-functional improvement projects.

About the role

The Business Specialist will turn financial, sales, customer and operational data into meaningful commercial information that supports better decisions. You will help management understand performance, identify trends and exceptions, strengthen forecasting and planning, improve commercial visibility and coordinate agreed business-improvement initiatives.

You will also use HubSpot as a commercial reporting and insights platform—interpreting CRM data, improving data and system use, and training and supporting Sales team members to use HubSpot effectively. This is not a traditional sales-administration or customer-order-processing position.

Key responsibilities

Commercial performance and analysis

Analyse sales, margin, product, customer, and operational performance.

Identify trends, risks, opportunities, and exceptions requiring management attention.

Develop regular commercial reports and dashboards.

Analyse performance against budgets, forecasts, and agreed targets.

Investigate material variances and help managers understand underlying causes.

Identify opportunities to improve revenue, margin, cost, and operational efficiency.

Forecasting, demand planning, and business planning

Coordinate and support product and demand forecasting.

Analyse historical performance, customer demand and relevant trends.

Work with Sales, Operations and Supply Chain to identify expected changes in demand.

Support budgeting and business-planning activities.

Maintain planning assumptions and identify significant changes.

Compare actual performance with forecasts and support scenario modelling.

Pricing, margin, and commercial governance

Support pricing frameworks, commercial controls,



and periodic pricing reviews.

Analyse pricing and margin performance by product, customer segment, and business activity.

Identify pricing anomalies, margin deterioration, and commercial risks.

Support commercial reviews of significant agreements and proposals.

Maintain visibility of material commercial commitments, review dates and obligations.

Work with Finance and management to strengthen commercial governance.

Management reporting and business insights

Develop management reporting packs and commercial dashboards.

Consolidate relevant information from Finance, Sales, Operations and Service.

Explain significant movements, trends, and exceptions.

Prepare analysis for leadership and business-review meetings.

Support commercial modelling and segmentation analysis.

Identify data gaps and improve information quality and reliability.

Business improvement and commercial projects

Identify inefficient, duplicated, or ineffective business processes.

Analyse problems and recommend practical improvements.

Coordinate agreed cross-functional improvement initiatives.

Document current and future-state processes where appropriate.

Support implementation of commercial systems, reporting tools and processes.

Measure outcomes, support change, and report progress to management.

About you

You will bring:

Strong commercial, numerical and critical-thinking capability.

The ability to analyse financial, sales and operational information and identify meaningful insights.

Strong Microsoft Excel skills, including preparing reports and dashboards.

Strong HubSpot CRM capability, including interpreting CRM data, producing commercial insights, and training and supporting Sales team members in effective HubSpot use.

Strong problem-solving, written communication, and stakeholder-management skills.

Experience coordinating cross-functional activities, priorities, and improvement projects.

High attention to detail and a strong commitment to data integrity.

Sound commercial judgement.

The ability to work independently,



manage competing priorities and follow actions through to completion.

Experience in any of the following would be highly regarded:

forecasting or demand planning.

pricing, margin analysis, budgeting, or business planning.

commercial contracts or customer agreements.

business-intelligence or ERP systems.

commercial analysis, business analysis, commercial operations, or planning; or

manufacturing, chemicals, distribution or another industrial B2B environment.

HubSpot capability

HubSpot is an important part of this role.

We are looking for someone who can do more than routine CRM data entry. You will use HubSpot to:

interpret sales and customer data

develop reporting and commercial insights

identify data-quality and system-improvement opportunities

improve effective CRM use, and

train and support Sales team members.

What success looks like

Success in this role means:

management has timely visibility of commercial performance, risks, and opportunities

reporting provides clear insights rather than simply presenting historical information

forecasting and demand planning become increasingly accurate and disciplined

pricing and margin exceptions are identified and escalated

Sales, Finance and Operations have better forward visibility

HubSpot data and reporting support informed commercial decisions

Sales team members use HubSpot effectively and consistently

improvement projects deliver measurable outcomes, and

commercial decisions operate within appropriate governance and authority.

Our values

How we work is just as important as what we achieve. Our values are: Safety | Integrity | Partnerships | Innovation | Knowledgeable We are looking for someone who demonstrates these values through accurate work, objective analysis, constructive partnerships, continuous improvement and a commitment to building their knowledge of our products, markets, systems and commercial drivers.

This is an chance to work across multiple areas of the business and make a visible contribution to commercial performance. You will work closely with management and functional leaders, develop a broad understanding of the business, and help improve the quality of reporting, forecasting, planning, and commercial decision-making. If you enjoy analysing information, understand why performance changes and converting insights into practical action, we would like to hear from you.

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📌 Business Specialist – Hubspot | Reporting | Business Improvement (Queensland)
🏢 Symbio
📍 Queensland