Professional, BI Specialist (TCF)

Key Responsibilities
Sales Metrics & KPI Management

• • Define, track, and maintain a comprehensive library of sales KPIs including pipeline velocity, win rates, quota attainment, average deal size, sales cycle length, and lead conversion rates.
• • Develop standardized metric definitions in collaboration with Sales Operations to ensure consistency across reporting and analytics.
• • Monitor performance against targets and deliver timely insights to identify risks, trends, and growth opportunities.
• • Build executive-level scorecards and performance summaries for weekly, monthly, and quarterly business reviews.

Data Management & Insights

• Manage and maintain the integrity of sales data within Salesforce CRM, ensuring accuracy, completeness, and consistency across all data sources.
• Design and automate data pipelines and reporting workflows to reduce manual effort and improve reporting reliability.
• Conduct root cause analysis on data discrepancies and implement corrective measures in collaboration with IT and Sales Operations.
• Integrate data from multiple sources (CRM, ERP, marketing platforms) to build a unified view of sales performance.

Analytical Thinking & Decision Support

• Conduct deep-dive analyses on sales programs, campaigns, territory performance, and customer segments to uncover actionable insights.
• Build predictive models and scenario analyses to support sales forecasting, capacity planning, and quota setting.
• Translate complex data findings into clear, compelling narratives and visualizations for both technical and non-technical audiences.
• Proactively identify analytical gaps and recommend new reporting frameworks to improve decision-making capabilities.

BI Tools & Reporting

• Design, develop, and maintain interactive Power BI dashboards and reports for sales leadership and program managers.
• Build and manage Salesforce reports, dashboards, and custom views to support day-to-day sales operations.
• Create advanced Excel models including pivot tables, dynamic charts, and complex formulas for ad hoc analysis and financial modeling.
• Ensure all dashboards and reports are optimized for performance, usability, and self-service accessibility.