Business Intelligence Solutions Consultant

McLeod Software; Birmingham (AL); On-site; USD 70,000 - 95,000; Full time

Job summary

McLeod Software is seeking a Special Projects Specialist to train customers on McLeod IQ and Cloud IQ, focusing on Excel and Power BI reporting. You will work with customers to gather requirements, develop dashboards, and define KPIs while coordinating with IQ analysts for customizations.

The role involves hands-on training, documentation creation, and ongoing customer support to ensure successful data analytics delivery across projects.

Qualifications

• Bachelor's degree with 2+ years of business analytics or customer-facing training.
• Intermediate/Advanced knowledge of Microsoft Office Suite.
• Experience with Microsoft Power BI for report building and data analytics.
• Experience with SQL is a plus.
• Knowledge of accounting reports is a plus.

Responsibilities

• Train customers and assist with report building via phone/Web-Ex or on-site visits (remote majority).
• Create reports in Power BI and Excel; define KPIs with customers.
• Document functional specs and SOWs with customers and McLeod IQ analysts/developers.
• Provide first level support for IQ issues when not training.
• Develop training documentation and videos; contribute to templates repository.
• Collaborate with teammates to ensure a positive customer experience and project timelines.

Skills

Power BI

Excel

SQL

Training

Analytics

Communication

Education

Bachelor's degree

Tools

Power BI Desktop

Excel

LoadMaster

PowerBroker

Job 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 650 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.