BI Solutions Consultant

McLeod Software; Birmingham, Northern (AL, KY); On-site; USD 75,000 - 110,000; Full time

Job summary

McLeod Software is seeking a Special Projects Specialist to train clients on McLeod IQ and Cloud IQ, with a focus on Power BI and Excel reporting. You will analyze customer needs, build dashboards, and document specifications with the IQ team.

This role emphasizes remote-friendly training and on-site visits as needed. Qualifications include a Bachelor's degree with analytics/training experience, Power BI proficiency, SQL knowledge, and familiarity with accounting reports; transportation industry

Qualifications

• Bachelor's degree with 2+ years of business analytics or customer-facing training/support.
• Intermediate/Advanced knowledge of Microsoft Office Suite.
• Experience with Microsoft Power BI for reports and analytics.
• Experience working with SQL.
• Knowledge of accounting statements and reports is a plus.
• Transportation industry experience preferred but not required.
• Knowledge of McLeod LoadMaster and PowerBroker is a plus.

Responsibilities

• Train customers and assist with report building via phone, Web-Ex, or on-site visits.
• Create reports in Power BI and Excel based on customer needs.
• Define reporting requirements and KPIs with customers.
• Document functional specs for custom IQ solutions and SOWs.
• Provide first-level support for IQ issues during non-training periods.
• Collaborate with IQ analysts/developers on product improvements.
• Develop training materials and videos; maintain documentation templates.

Skills

Training delivery

Communication skills

Customer-facing

Team collaboration

Analytical thinking

Education

Bachelor's degree (2+ years analytics/training)

Tools

Power BI

SQL

Microsoft Office

LoadMaster

PowerBroker

Job description

McLeod Software Headquarters
100 Corporate Dr
Birmingham, AL 35242, USA

Description

Purpose of the Position: The McLeod Special Projects Specialist (BI Solutions Consultant, MPact) will provide training and support of the McLeod IQ and Cloud IQ products and front-end BI tools as well as Business Analysis (BA) services to the McLeod IQ customer base. The primary focus will be training customers on using Microsoft Excel and Microsoft Power BI to access the data in the IQ products to generate analytical reports and dashboards.

Essential Duties and Responsibilities

• Train customers and assist with report building via phone/Web-Ex or on-site 2–3-day visits (most training is currently being conducted remotely)
• Training to include IQ data model terminology, technology overview, and front-end reporting tools
• Work closely with customers to determine reporting and analysis requirements, project priorities, and define Key Performance Indicators (KPIs)
• Work with customers to define any custom requirements for IQ and work with McLeod IQ analysts or developers to document functional specifications for these customizations
• Follow through with customers with review and approval of these specifications and Statement of Work (SOW)
• Create or assist customers in creating reports in Power BI and Excel
• Provide first level support for customer reported IQ issues when not actively training
• Assist with the development of McLeod IQ and Cloud IQ training documentation and videos
• Documenting processes and contributing to reporting template repository for future use
• Collaborate/communicate with teammates and other McLeod teams on project timelines, customizations, and/or any customer issues to ensure a positive customer experience
• Work with the IQ development team on product improvement initiatives
• Ability to learn internal software and systems
• Strong oral and written communication skills
• Ability to manage and prioritize competing priorities and projects
• Strong analytical skills with attention to detail
• Strong problem-solving skills
• Ability to work in a team environment

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education/Experience

• Bachelor's degree with 2+ years of business analytics or internal/external customer technical/software focused training, support, and/or other customer facing positions, required.
• Intermediate/Advanced knowledge of Microsoft Office Suite, required.
• Experience with Microsoft Power BI for report building and data analytics, preferred.
• Experience working with SQL, a plus.
• Experience and understanding of accounting standards, terms, principles, and reports such as: Income Statement, Balance Sheet, Cash Flow, Budgets, Cost Analysis, Revenue Recognition, Accruals, Allocations is a plus.
• Transportation industry experience is preferred but not required.
• Knowledge of McLeod’s LoadMaster and PowerBroker products, preferred.

Why McLeod?

At McLeod Software, we believe that our employees are our greatest competitive advantage. Each employee contributes directly to McLeod Software’s growth and success. With over 550 full‑time team members, we’re still growing while staying true to who we are. Our priorities stay where they belong: with our employees, our customers, and the continued growth of our business. When you join McLeod, you’re joining a company that’s built for the long haul—with a clear vision, strong leadership, and a commitment to investing in our people.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.