Remote Salesforce Reporting & Forecasting 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

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.