Role & responsibilities -
- Develop Sisense Report for Certified HAI (HSBC) to provide key business insights and form part of the QBR
- Support with business reporting on the Evolve roll-out (LXD)
- Implement automated email triggers with reporting capabilities to track engagement and effectiveness.
- Generate and maintain HAI reports in Salesforce for sales and customer service teams.
- Create a HAI customer report in Salesforce for sales enablement and customer insights.
- Develop and optimize the Marketing dashboard to track campaign performance.
- Build a PJM management dashboard for project performance monitoring.
- Provide ongoing support for data-driven decision-making through continuous insights.
- Automate customer surveys to streamline feedback collection.
- Implement a customer feedback review system within dashboards to assess quotes and service quality.
- Monitor conversion rates to improve lead generation and sales performance.
- Generate customer heatmaps to analyze engagement and behavior trends.
Preferred candidate profile
- Proficiency in developing reports and dashboards using tools like Sisense and Salesforce, with a strong ability to deliver business insights that support quarterly business reviews (QBRs) and strategic initiatives.
- Experience in creating, managing, and optimizing reports and dashboards within Salesforce, specifically tailored for sales enablement, customer service, and performance monitoring.
- Ability to design and maintain marketing dashboards to effectively track and analyze campaign performance metrics.
- Skilled in building project management dashboards (e.g., PJM) to support performance analysis and reporting for project teams.
- Experience in implementing automated workflows, such as email triggers with embedded reporting, to track user engagement and process efficiency.
- Ability to automate surveys and develop customer feedback dashboards to assess service quality and support data-driven improvement.
- Proven capability in delivering continuous insights and analytical support for strategic decision-making across multiple business units.
- Competence in monitoring and analyzing conversion rates, customer behavior trends, and engagement heatmaps to inform sales and marketing strategies.