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* Partner with GTM management to create department-level monthly, quarterly, and annual sales and marketing reports
* Analyze and report on key sales and marketing metrics to provide insights and recommendations for continuous improvement
* Prepare and distribute quarterly QBR (Quarterly Business Review) decks, ensuring accuracy and relevance of the data presented
Process Improvement and Automation:
* Identify opportunities to improve reporting processes and drive efficiencies through automation
* Collaborate with IT and other stakeholders to manage and optimize reporting tools such as Salesforce (SFDC) and Tableau
* Oversee non-standard quote approvals, requiring detailed analysis to ensure compliance with company policies
* Maintain Salesforce hygiene by ensuring data integrity and consistency across the platform
* Serve as a key point of contact for Salesforce-related inquiries and issues, working closely with IT to resolve them
Data Management and Analysis:
* Manage Tableau dashboards and reports, working closely with IT to ensure they meet the needs of the business
* Provide ad-hoc sales and marketing analysis as required, delivering actionable insights that support strategic decision-making
* Distil large amounts of data into key findings that are easily understood by stakeholders at all levels of the organization
Collaboration and Communication:
* Work closely with cross-functional teams, including sales, marketing, finance, and IT, to ensure alignment on data needs and reporting requirements
* Communicate complex data findings clearly and concisely to both technical and non-technical audiences
* Foster strong relationships with GTM leaders to understand their needs and provide tailored analytical support
Skills/Requirements:
* Education: BA/BS in Business Administration, Data Science, Finance, Economics, or a related field
* Experience: 5-10 years of data-related experience with a record of strong achievement
* Technical Skills: Expertise in Microsoft Excel, PowerPoint, and Word. Prior experience with Salesforce (SFDC), Tableau, Adaptive Planning, and Oracle is preferred
* Analytical Skills: Ability to distill large amounts of data and summarize key findings. Strong problem-solving skills and attention to detail
* Communication Skills: Excellent communication skills, with the ability to convey complex data insights to a diverse set of stakeholders
* Other Requirements: Self-motivated with a positive attitude and the ability to complete projects in tight time frames with minimal supervision. A team player who enjoys collaborating with people from different functions and backgrounds
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