Reports Analyst

Role Overview

The Reports Analysts are in charge to support overall clients' business with reporting and analysis concerning the clients, the products, and the sales performance. The Reports Analysts will provide our operations team with the reporting and workflow management needed to fulfill our customers' needs.

Roles and Responsibilities

• General analytical and administrative support surrounding data collection and analysis of customer spend data, client retention, departmental performance, and pipeline, and overall account maintenance to identify trends and opportunities.
• Responsible for designing impactful dashboards using native Salesforce Lightning Dashboards or CRM Analytics is a plus.
• Build and maintain trending reporting and analytics in SFDC, Tableau, and dashboards to track performance and other metrics to drive sales and operations insights (CRM Analytics is a plus).
• Organize and document KPIs for user stories and data...