Position Overview
The Business Analyst supports the Deal Excellence team by managing reporting infrastructure, dashboards, and data analytics to provide visibility into deal pipeline, performance metrics, and organizational learning.
Key Responsibilities
Reporting & Dashboards
- Administer GamePlan reports with quality assurance and accuracy checks
- Develop, maintain, and update management dashboards for pipeline forecasts, win/loss tracking, and risk indicators
- Create GLT (Global Leadership Team) summaries and executive-level reporting
- Automate reporting processes to improve efficiency and reduce manual effort
Data Management & Analysis
- Organize and maintain reporting standards and data definitions
- Ensure data integrity across deal tracking systems
- Analyze deal performance metrics to identify trends and insights
- Support lessons learned documentation with data-driven analysis
Process Optimization
- Identify opportunities for reporting automation and optimization
- Develop standardized templates and reporting artifacts
- Maintain reporting documentation and user guides
Business Knowledge Management
- Store big deal results and prepare for reuse in bid library
- Capture lessons learned and trigger process changes based on data insights
- Support win/loss analysis with quantitative data and pattern recognition
Required Qualifications
Essential Experience
- 3-5 years in business analysis, sales operations, or data analytics roles
- Experience with enterprise reporting tools and dashboard development
- Familiarity with sales processes and deal management workflows
- Background in IT services or technology sector preferred
Technical Skills
- Advanced proficiency in Microsoft Excel and SharePoint Office Tools
- Experience with CRM data extraction (Salesforce) and analysis
- Dashboard design and data visualization expertise (Excel, PowerPoint, VBA, PowerBI)
- Basic database functionality knowledge for data queries and manipulation
- Understanding of automation tools (CoPilot, AI tools and features)
Analytical & Communication Skills
- Strong attention to detail and data accuracy
- Ability to translate business requirements into reporting solutions
- Pattern recognition and trend analysis capabilities
- Clear documentation and ability to present data insights to non-technical audiences
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