Key skills
AnalyticsBIPower BISalesforceCRMLeadershipStrategic PlanningCommunicationCollaborationSales
About this role
Role Overview
- Develop, maintain, and optimize reporting dashboards that support sales and marketing
- Create standardized reporting packages and deliver ongoing monthly, quarterly, and annual performance reports
- Stay current on data visualization best practices and recommend enhancements to tools, dashboards, and reporting processes
- Extract, clean, validate, and analyze data from CRM and related business systems to assess pipeline activity, win rates, sales cycle trends, and client behavior
- Perform sales performance analysis, including KPI tracking, variance analysis, pipeline health reporting, backlog assessments, and forecasting support
- Ensure data integrity by identifying inconsistencies, correcting gaps, and recommending process improvements across CRM and reporting systems
- Translate complex data findings into clear, concise insights for both technical and non‑technical audiences
- Partner closely with business development, operations, finance, and marketing teams to understand reporting needs and deliver timely analysis
- Support strategic planning through ad‑hoc analyses, scenario modeling, and client insights that inform leadership decisions
Requirements
- Bachelor’s degree in Business Analytics, Data Science, Information Systems, or a related field
- 5+ years of experience in sales reporting, business analytics, or financial analysis; AEC industry experience preferred
- Strong proficiency with data visualization tools (e.g., Power BI)
- Experience working with CRM systems (e.g., Salesforce, Deltek Vantagepoint, HubSpot)
- Advanced Excel skills, including pivot tables, advanced formulas, and Power Query
- Strong analytical and quantitative abilities, with the capacity to interpret and clearly communicate complex data
- High attention to detail and proven ability to manage multiple priorities in a fast‑paced environment
- Excellent communication and collaboration skills
Benefits
- Health insurance, including an option with a Health Savings Account
- Dental insurance
- Vision insurance
- Flexible Spending Accounts (Healthcare, Dependent Care and Transit and Parking where applicable)
- Disability insurance
- Life Insurance and Accidental Death & Dismemberment
- 401(k) Plan
- Retirement Counseling
- Employee Assistance Program
- Paid Time Off (16 days)
- Paid Holidays (9 days)
- Back-Up Dependent Care (up to 10 days per year)
- Parental Leave (up to 80 hours)
- Continuing Education Program
- Professional Licensure and Society Memberships