Posted:6 days ago|
Platform:
Remote
Full Time
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.
RWS Group
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