Senior Reporting Manager

Certinia; United Kingdom; Remote; GBP 50,000 - 90,000; Full time

Job summary

An innovative firm is seeking a Sr Reporting Manager to lead in delivering impactful reporting and analytics solutions. This remote role requires a strong background in Salesforce CRM Analytics and reporting best practices. You will consult with customers, drive successful implementations, and provide expert guidance throughout the project lifecycle. Join a dynamic team and leverage your expertise to enhance customer experiences and ensure their success with cutting-edge analytics solutions. If you are passionate about data and have a knack for translating complex requirements into actionable insights, this opportunity is perfect for you.

Qualifications

• 3+ years of customer-facing experience in technical support or consultancy.
• Expertise in Salesforce reporting and analytics solutions.

Responsibilities

• Consult with customers to understand their reporting and analytics needs.
• Guide on best practices for data analysis within the Salesforce ecosystem.

Skills

Reporting and Analytics

Salesforce CRM Analytics

Dataflows

Technical Documentation

Customer Communication

ETL Processes

Education

Salesforce Platform System Administrator Certification

Salesforce CRM Analytics Certification

Tools

Salesforce

SAQL

Job description

Sr Reporting Manager

Remote in the UK, Harrogate, London

WHO WE ARE

Certinia (formerly FinancialForce) delivers a Services-as-a-Business platform that powers and connects all aspects of services operations, from services estimation and delivery to customer success management and financial planning and accounting. The company's Professional Services Automation (PSA), Customer Success, and ERP solutions—delivered on Salesforce’s leading cloud platform—provide services businesses with the intelligence and agility to deliver high-quality services, elevate customer experiences and accelerate growth. Headquartered in Austin Texas, with offices around the world, Certinia is backed by Haveli Investments, General Atlantic and Salesforce Ventures. For more information, visit www.certinia.com.

THE ROLE

Certinia is seeking a highly motivated Solution Consultant with strong reporting, analytics, and business intelligence expertise. In this role, you will:

1. Consult with customers to understand their reporting and analytics needs and recommend suitable solutions from our portfolio.
2. Drive the successful implementation and ongoing utilization of our solutions.
3. Serve as an analytics expert, providing guidance and support throughout the project lifecycle.

WHAT YOU WILL DO IN THIS ROLE

1. Serve as a subject matter expert: As part of the Global Technical Success team, you will be the go-to resource for all Certinia and Salesforce reporting and analytics inquiries.
2. Deepen customer understanding: Facilitate workshops with key stakeholders to understand their business needs and translate them into actionable reporting and analytics requirements.
3. Guide on best practices: Provide in-depth knowledge and expert guidance on Salesforce Einstein Analytics, Certinia’s reporting and analytics solutions, and best practices for data analysis within the Salesforce ecosystem.
4. Ensure solution feasibility: Review solutions or requirements elicited by other teams (e.g., Professional Services) and advise on feasibility, complexity, and long-term sustainability.
5. Develop and deliver impactful solutions: Design and deliver reusable analytics solutions to address common business needs and fill gaps in existing offerings.
6. Develop and manage relationships with customers to ensure their ongoing success with our reporting solutions.
7. Drive internal knowledge: Deliver internal training and provide ongoing support to colleagues on reporting best practices and new features within the Salesforce platform.
8. Effectively communicate value: Present Certinia’s reporting and analytics solutions through engaging presentations, web conferences, and face-to-face meetings.

WHAT YOU NEED TO BE SUCCESSFUL IN THIS ROLE

1. Salesforce Platform System Administrator Certification
2. Salesforce CRM Analytics Certification or 2+ years experience working with Salesforce CRM Analytics architecture either building or supporting

• Dataflows
• Recipes
• Dashboards
• Lenses using interactions (FKA bindings) and SAQL.

2+ years experience of requirements gathering and analysis for the purposes of data collection and reporting.

Demonstrable ability to troubleshoot using your understanding of the Salesforce platform and experience of object-oriented development and database architecture.

3+ years of customer facing experience where you have been responsible for successful outcomes. Either in a technical support or consultancy role.

Can write and understand detailed technical documentation

Can communicate technical processes to those with little or no technical experience

Patience, empathy, and the desire to help others

Knowledgeable on ETL processes and tools, dataset preparation and management and a strong understanding of data optimization concepts and modelling.

Strong written and verbal communication skills

Able to liaise with colleagues and customers at “C” level.

Must already have the right to live and work in the UK.

#LI-HJ1 #remote