Job type full-time
Full job description
The sales reporting analyst is a key member of the sales and success organizationTheir primary role is to own and maintain all internal reporting as well as analyze and drive improvements.
We are looking for a forward thinking, polished professional with a passion for customer success and experience in taking initiative.
Duties & responsibilities
Including but not limited to:
Partnering with system admins on building custom reporting in salesforce.
Leveraging customer data from various systems to build excel reporting and dashboards used by sales & cs team for:
Attrition and growth
Customer feedback and health scores
Aggregate data to identify trends of growth or churn
Develop, test, and deploy complex reports and dashboards required to meet business requirements, including composite, matrix and advanced reports.
Maintain system cleanliness for reports, calculated fields and dashboards.
Work as internal consultant for the business; develop strategies and tactics for providing various functional areas with enhanced data analytics and data visualization required for effective decision making.
Consistent on time delivery of assigned tasks and special projects.
Owns monthly, quarterly and annual reporting and visibility for the global team.
Work on complex business problems by partnering with internal clients using a consultative approach.
Maintain strictest confidentiality in all work aspects and ensures continuing data integrity.
Bachelor’s degree in business-related field or equivalent experience required.
3+ years of experience focused on reporting and analytics.
Expert salesforce knowledge required, including but not limited to:
General understanding of record fields and types;
Ability to build reports leveraging said understanding in all report formats;
Expert excel knowledge required, including but not limited to:
Ability to leverage pivot tables derived from live formulas and tables to quickly filter and generate summaries
Ability to use at least vlookup, but preferably h & x as well to quickly populate information from across sheets and tabs
Ability to leverage all basic and advanced excel commands, including if(), iferror(), isnumber(), etc.
Salesforce certification is a plus.
Have experience working through complex business problems and partnering with internal clients using a consultative approach.
Excellent pc software knowledge and database reporting tools.
Good under pressure and focused on on-time delivery.
Ability to effectively assist system users to resolve problems and questions.
Excellent customer service, communication, and interpersonal skills to interact effectively with a broad range of internal and external parties.
Demonstrated history of analyzing data, identifying trends and thinking outside of the box.
Agile mindset, open and accepting of change and can adapt to varying states of ambiguity.
Establishes and promotes effective relationships.
Excellent written and verbal communication skills, interpersonal and collaborative skills.
Self-starter: demonstrated initiative and problem-solving skills and willingness to learn.
Analytical thinking skills
Must possess solid computer skills (ms office).
Flexibility in work schedule