Salesforce Reporting & Forecasting Lead: Exec Dashboards

GCS; City Of London; On-site; GBP 90,000 - 130,000; Full time

Job summary

GCS seeks 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 create trusted reporting solutions, develop executive dashboards, and drive reporting automation using modern AI and analytics tools.

Responsibilities include designing Salesforce reporting solutions, building Director/VP dashboards, forecasting models, and

Qualifications

• 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.

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.

Skills

Salesforce reporting

Forecasting

Excel

Tableau

AI tooling

Stakeholder management

Data analysis

Python scripting

Tools

Tableau

Excel

Python

Snowflake

Job description

GCS seeks 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 create trusted reporting solutions, develop executive dashboards, and drive reporting automation using modern AI and analytics tools.

Responsibilities include designing Salesforce reporting solutions, building Director/VP dashboards, forecasting models, and