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Job Description
Role Title:
Reporting Analyst
Role Level
Career Level 3
Employment Type
Permanent Full Time
Career Stream
Individual Contributor
Department
Revenue Operations
Reports To
Jodie Lee
Achieving Our Team Purpose
Supporting and enabling revenue generating teams to work more efficiently and effectively by improving productivity and increasing customer growth through delivering strategic solutions and reducing friction in processes and tools
Location:
Manila
Size Of Team
10 core team + 8 wider team
Direct Reports
0
Date
October 2024
Your Role Purpose & Objective
Reporting to the Revenue Performance Analyst, the primary purpose of the Reporting Analyst role is to work with stakeholders to understand their needs and deliver tailored reports, dashboards and analysis to support their business. You will be responsible for creating, maintaining and delivering the suite of salesforce content to our teams. You will also provide performance analysis and provide leaders with insights and recommendations for improvement.
We're looking for someone who has strong problem-solving and critical thinking skills, a high level of accuracy and attention to detail, with excellent organisational and time management skills, who is able to work to meet deadlines.
If working in a fun, high-growth, fast-paced company appeals to you, then read on.
How you will add value
- Manage our Salesforce report and dashboard content for our business units
- Support the organisation to deliver quality reporting and analytics services that are efficient, effective and in line with their objectives
- Support, maintain and act as the key point of contact for advising on and building salesforce content
- Provide our teams with workload forecasting and productivity tracking
- Assist our Analysts with In depth analysis on our data and deliver meaningful insights to influence and support Leadership in making effective decisions
- Evaluate data quality and integrity to identify issues and opportunities for system and process improvements
- Salesforce Einstein/TableauCRM Advanced User
Behavioural Competencies
- Communication: Achieves a fluent conversational style by using pauses, changes in volume, and changes in emphasis; Quickly gets to the point, effectively presenting the key points of an argument or idea, while separating the important from the trivial; Listens sympathetically to others, and responds to feedback from the audience by adapting own interpersonal style and the content of the message
- Relationship Building: Uses input and recommendations from others; Considers the concerns, feelings and expertise of others to improve collaboration; Contributes to the development of an open, positive atmosphere within the team; Develops and maintains cross functional relationships
- Problem Solving & Decision Making: Interprets trends in data/information; Weighs up alternatives according to their likely impact on others; Makes decisions in a timeframe appropriate to the work goal; Readily makes decisions when faced with unfamiliar circumstances; Determines risks associated with the assessment of data/information
- Planning / Organising: Meets established deadlines; Works to priorities; Prioritises tasks based on importance and urgency
- Commercial Acumen: Uses financial reporting information to drive performance; Considers both the business and customer perspective on various issues; Identifies key drivers and commercial opportunities within their department
Functional Competencies
- Sales Management Operations: Determines short term needs to build workforce planning forecast; Re-engineers processes to build efficiencies; Manages the suite of salesforce report content; Identifies data issues and provides solutions to resolve; Clearly articulates stakeholders requirements and delivers meaningful reporting solutions
- Data Analytics Mastery: Understands how to read, interpret and create graphical representation of data; Performs analytical tasks under guidance; Identifies, analyses, and interprets trends and patterns in structured data; Performs ad-hoc analytics with small to medium-sized datasets; Identifies appropriate methods to draw actionable insights; Continues to iterate findings with additional data
Your Experience
- 3+ years experience working in a Reporting Analyst role, reporting with advanced excel skills (pivot tabling and advanced formulae)
- Working knowledge of CRM (data entry/reporting)
- Salesforce experience desirable
- Intermediate to advanced MS Office / G-Suite
- Stakeholder requirements gathering
- Proficient data analytical skills
- Verbal and written communication skills with all stakeholders
- Strong time management skills
- Critical thinking and analytical skills required
- High attention to detail
- Ability to work in a fast-paced environment
Who you will be working with
- Revenue Operations team
- Head of New Business
- Head of Customer Solutions AU/NZ
- All Sales Teams (New Business, Customer Solutions)
- Data Team
- Service Teams
- Quality Assurance
- Finance
- IT and Software
- Product & Engineering
Success Profile
In the first 0-3 months, the successful incumbent is expected to have delivered:
- You will have a clear understanding of all current salesforce reports and dashboards provided to our teams. You will have become the first point of contact for salesforce reporting content and support your leader with data analysis as required. You will have created and delivered meaningful custom salesforce reports and dashboards that provide our teams with visibility on productivity and performance
In the first 4-6 months, the successful incumbent is expected to have delivered:
- Centralised salesforce reporting content provided to our teams. Deliver regular workload plans and resource forecasts to leaders. Uncover areas for improvement and working with the relevant BT, Product and Data Science teams to recommend solutions on data quality issues.
In the first 7-12 months, the successful incumbent is expected to have delivered:
- Conducted analysis and presented back to leaders with insights and recommendations to improve performance.
Join the A-Team and experience the A-Life!
