Business Intelligence Analyst
Summary
Build and maintain KPI dashboards in Tableau and Salesforce, analyze sales data, and recommend process improvements to leadership.
Job Responsibilities:
- Conduct data analysis, spotting data trends, performing gap analysis, generating reports, and recommending improvements to current business metric collection process
- Produce and deliver tracking and reporting for Key Performance Indicators (KPIs)
- Design key dashboards and scorecards for Senior Leadership and Business Unit Team Leaders, Training Team, Quality Analysts, etc.
- Perform ad hoc data analysis to support business initiatives
- Address reporting and data related questions from the team
- Seek opportunities to drive innovation and process improvement through data driven decision making
- Own weekly/monthly/quarterly operating rhythms (pipeline reviews, forecast calls, QBRs, business reviews).
- Create agendas, pre-reads, action tracking, and follow-through to ensure decisions turn into execution.
- Partner with Sales Leadership to define success metrics and operational expectations.
- Identify operational bottlenecks (handoffs, approvals, deal desk dependencies) and propose fixes.
- Ensure change management when new processes, policies, or tooling are introduced.
Qualifications:
- Bachelor’s Degree OR High School Diploma plus a minimum of 2 years of relevant work experience
- Minimum 3 years of experience in a reporting or analytics environment, with proven ability to deliver high quality and accurate reports within demanding timescales
- Significant experience creating reports and dashboards within Google Sheets, Excel, Salesforce, and Tableau
- Demonstrated ability to recognize reporting process gaps and recommend improvements
- Demonstrated ability to clearly communicate complex quantitative analysis into actionable insights
- Good operational rigor: ability to run cadences, manage stakeholders, and enforce process standards.
- Excellent program management skills: timelines, dependencies, documentation, follow-ups.
- This role involves work where accurate color recognition is required (e.g., reading color-coded data, creating data visualization, presentation deck etc)