Commercial Reporting Lead

GCS; City Of London; Remote; GBP 70,000 - 100,000; Part time

Job summary

GCS is seeking a Salesforce Reporting & Forecasting Lead to support a global sales organisation by building and enhancing reporting capabilities across sales operations, forecasting, invoicing, and portfolio management. The role focuses on trusted reporting solutions, executive dashboards, and AI-driven automation.

The position requires strong Salesforce analytics, advanced Excel, and experience with Tableau, plus ability to manage multiple cycles and stakeholders across regions.

Qualifications

• Candidates must have strong Salesforce reporting and analytics experience.
• Advanced Excel skills including forecasting are required.
• Experience with Tableau or similar BI/Data Viz platforms is essential.

Responsibilities

• Design and maintain Salesforce reporting solutions across the full sales lifecycle.
• Build Director and VP-level dashboards with actionable insights into portfolio performance.
• Develop forecasting models and financial reporting.
• Create automated reporting processes using AI tools.
• Partner with global stakeholders across Sales, Product, Marketing, and Operations.
• Maintain reporting accuracy and support audit/regulatory requirements.
• Analyze large multi-source datasets to deliver BI insights.
• Develop and enhance Tableau dashboards and reporting solutions.
• Support portfolio reporting across regions and jurisdictions.

Skills

Salesforce reporting

Excel forecasting

Tableau

Big datasets

Multi-cycle reporting

Executive reporting

AI tools

Stakeholder mgmt

Tools

Tableau

Python scripting

Copilot/AI tools

Job description

Salesforce Reporting & Forecasting Lead

Location: Remote
Contract: 12 Months

Overview

We are seeking an experienced Salesforce Reporting & Forecasting Lead to support a global sales organisation by building and enhancing reporting capabilities across sales operations, forecasting, invoicing, and portfolio management. This role will be responsible for creating trusted reporting solutions, developing executive-level dashboards, and driving reporting automation through modern AI and analytics tools.

Key Responsibilities

• Design and maintain Salesforce reporting solutions across the full sales lifecycle, from prospecting through termination.
• Build Director and VP-level dashboards providing actionable insights into sales portfolio performance.
• Develop forecasting models, incentive spend analysis, and financial reporting.
• Create automated reporting processes using AI tools such as Microsoft Copilot, Claude, or Python-based automation.
• Partner with global stakeholders across Sales, Product, Marketing, and Operations teams.
• Maintain reporting accuracy and support audit, regulatory, and control requirements.
• Analyse large multi-source datasets to deliver meaningful business intelligence.
• Develop and enhance Tableau dashboards and reporting solutions.
• Support portfolio reporting across regions, account types, jurisdictions, and business functions.

Required Skills

• Strong Salesforce reporting and analytics experience.
• Advanced Excel skills including financial modelling and forecasting.
• Experience with Tableau or similar BI / data visualisation platforms.
• Experience working with large, complex datasets from multiple sources.
• Proven ability to manage multiple reporting cycles simultaneously.
• Experience delivering reporting for executive stakeholders.
• Hands-on experience using AI tools to improve reporting efficiency.
• Strong stakeholder management and communication skills.

Nice to Have

• Snowflake or other modern data warehouse platforms.
• Financial Services, Payments, Banking, FinTech, or other regulated industry experience.
• Python scripting and reporting automation.
• Experience supporting global or multi-regional teams.

Preferred Industry Background

Candidates from the following sectors will be highly desirable:

• Payments
• Card Networks
• Merchant Services

Candidates with recent experience working for card payment networks, merchant acquirers, payment processors, or leading fintech payment organisations such as Visa, Mastercard, American Express, Discover, Worldpay, Fiserv, FIS, Global Payments, Stripe, Adyen, (url removed), and PayPal will be strongly preferred.