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The Business Analyst also serves as the “go to” for various assigned user groups and is a primary lead/contributor in the full range of change management, training, adoption, user consultation and front-line support efforts for internal and field users in the area of CRM/Sales Force Effectiveness analytics for all users.
Principal Duties and Responsibilities
- Serve as a Subject Matter Expert and Champion in driving industry and process best practices in the evolution of the company’s analytic suites (Tableau and Alteryx).
Technical and non-technical maintenance of analytical solutions such as dashboards, workflows, reports or other products.
Administer, manage and implement user security, user set up and user licensing on Tableau and Alteryx servers.
Work with management and end-users to create and manage data visualizations and automated reports.
Lead and assist with the creation and execution of functional test scripts and risk/Issue identification & mitigation approaches.
Lead and assist with mass uploads and updates of data as required: removing unnecessary fields and data; ensuring screens, fields and workflow have accurate names and reflect current workflow.
Partner with Marketing on field implementation of targeted analytics.
Align with Executive Sales Leadership on planning and execution of tactics and long term strategies.
Provide recommendations and assist in the creation and implementation of the Strategic Roadmap.
Conduct research, analysis, and participate in strategy sessions for short-term and long-term business goals.
Maintain high level familiarity with other business application capabilities and scope definitions in order to make recommendations about potential integrations.
Work effectively with technical staff, business operations and subject matter experts, project managers, trainers, executives and implementation providers to create and deliver dynamic and fully functioning instructional solutions.
Determine new requirements from user feedback to be fed back to the technical support team.
Conduct requirements and solution design workshops.
Responsible for front line support of field users where the user needs training and coaching on existing functionality.
Resolve issues directly where possible and escalate to IT and Finance where necessary.
Expected Areas of Competence
- Must have experience assisting or taking direct responsibility for developing and implementing complex analytical solutions in a highly collaborative and rapid deployment timeline
Good data architecture, data visualization and reporting skill set
Strong Tableau security knowledge (via groups, permissions and row level security)
Good understanding of data architecture and ability of connecting various data sets into one
Proven track record of working in close collaboration with IT, Finance and business stakeholders on both large and small technology/change initiatives
Good project management and collaboration skills with the ability to contribute on and lead a cross-functional team and build relationships with multiple stakeholders, both internally and externally with users ranging from executive to line level
Strong communication skills in facilitation, listening, writing, and questioning
Strong problem-solving skills and mindset
A passion for helping others to learn
Excellent verbal and written skills
Excellent organizational skills, time management and attention to detail
Ability to work independently with minimal supervision
