Business Reporting Specialist

The Business Reporting Specialist-Sales is responsible for assisting in solving organizational information problems and requirements by designing and maintaining systems for storing and querying data, analyzing requirements, supporting a robust set of financial and business metrics, working with cross-functional teams to design, build, and deploy the data and reporting systems, and utilize metrics to determine improvement opportunities for the Sales organization that will maximize operational efficiencies.

Duties and Responsibilities:

Essential duties and responsibilities include but are not limited to those listed below:

• Working with the Business Reporting Analyst-Sales and other areas of the business as required to develop methods to report on sound performance metrics (measures), reporting and process (SKEP – Skill knowledge enhancement process)
• Supports operational objectives by studying business functions; gathering information; evaluating output requirements and formats
• Designs and maintains new and existing computer programs, procedures, queries, and database functionality by analyzing requirements, constructing workflow charts and diagrams, studying system capabilities, writing specifications and documenting all work performed
• Create and maintain methods for extracting and preparing data for analysis across multiple platforms (Database Connections (SQL), Excel, G Suite, Applications, Tableau, Snowflake, SharePoint, etc.)
• Design, build and maintain all daily, weekly monthly sales, lead and operational reporting for the sales organization.
• Responsible for all sales lead aggregation, distribution, tracking and reporting between lead capturing/housing systems and sales channels/sales channel tools.
• Improves systems by studying current practices and designing modifications and supporting documentation
• Recommends controls by identifying problems and writing improved procedures to support data, reporting, and analysis needs
• Performing data quality analysis and verifying accuracy of reporting by working with the Business Reporting Analyst and teams & groups that consume the data
• Assists in the preparation of Business reporting  on sales, lead, operational and developing automated methodology for reporting and data accessibility improvement 
• Assists in defining project requirements by identifying project milestones, phases, and elements; forming project team(s); and establishing project budget(s)
• Creates and maintains system protocols by writing and updating procedures
• Provides references for users by writing and maintaining user documentation; providing help desk support; training users as required
• Assist in the preparation of sales, lead and operational reporting by collecting, analyzing, and summarizing information and trends
• All other duties as assigned

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:

• Must possess a high school diploma or equivalent
• Associate’s degree or equivalent work experience preferred
• Formal education in business related field is preferred

Experience/Skills Needed:

• Minimum 1 year reporting support experience
• Excellent oral and written communication skills
• Ability to create reports from both database and flat file systems using tools defined in skills section
• Ability to collect and validate data for weekly status reporting, survey reports and other performance indicators
• Desire to learn new skills, be challenged and have growth potential
• Collaborates on maintaining and updating metrics planning and analysis tools and ensures metrics are aligned to performance goals
• Must be able to work independently with minimal guidance
• Solid organizational and time management skills
• Ability to manage through multiple initiatives simultaneously
• Strong Analytical ability to help drive business performance and identify trending
• Cross functional knowledge that lends itself to interpret and understand impacts of any change to the Customer Care organization
• Ability to work in a fast paced, team environment
• Able to work with other groups
• Experience with SCRUM/Agile methodology to accomplish multi-sprint software development initiatives

Computer Skills:

• Technical experience in programming in the following: SQL,  IIS, EXCEL (to include VBA) and Microsoft Access required
• Prior working knowledge of SharePoint, Tableau, ACD Systems, Contact Center Metrics, Data Warehousing in Redshift/Snowflake and SSRS preferred
• Knowledge in JavaScript, C#, Dash boarding Statistical Analysis and Visual Studio a plus

Physical Demands/Working Conditions:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• regularly required to talk and hear
• required to use hands to type, handle objects and paperwork
• required to use close vision and be able to focus 
• some travel may be required