- The Data Associate will work on the Client Success Platform (CSP), which is a customized version of Salesforce used by our organization.
- They will be responsible for data analysis and visualization on the CSP platform and Sales Analytics (Tableau CRM) to ensure data projection and forecasting.
- One of their key roles will be to create meaningful dashboards on Sales Analytics that helps Leadership monitor key business trends.
- They will also be solely responsible to run and share Schedule 3 reports with the designated stakeholders to analyse book to burn trends at a regular frequency within agreed timelines.
- They will also be responsible for knowledge transfer to junior team members or new joiners in the team to ensure that they are empowered and equipped to extend their support, when required.
- They will have excellent attention to detail with a clear focus on quality of data.
- They will work closely with Accounting and Finance, Sales Leads, and Subject Matter Experts to identify, investigate and reconcile financial data and bid governance.
- This role is a key element of the CSP data management team.
- In addition, they will be responsible for day-to-day data management, monitoring, support, and governance of our Client Success Platform.
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