Reporting Analyst
Precision Medicine Group
Full Time3+ yearsPosted about 1 month ago
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Overview
Position Type
Full Time
Experience
3+ years
Job Description
Roles & Responsibilities:
- Produce and deliver timely and accurate weekly, monthly, and quarterly reporting on the commercial pipeline and KPIs.
- Produce and deliver ad hoc reporting upon request from Sales Operations leadership.
- Contribute as needed to commercial projects by providing needed reporting and analysis.
- Collaborate with Sales Operations leadership to identify opportunities for process improvement and automation regarding reporting and business intelligence
- Other duties as assigned by the Manager of Sales Operations
- Produce and deliver recurring commercial reporting including weekly, monthly, and quarterly pipeline, forecasting, bookings, and KPI dashboards.
- Develop and fulfil ad hoc reporting and analytical requests from Sales Operations leadership and commercial stakeholders.
- Monitor and maintain Salesforce data quality, identifying and escalating inconsistencies, missing data, and pipeline hygiene issues that impact reporting accuracy.
- Analyze pipeline health and forecasting metrics, including stage progression, opportunity aging, conversion rates, and attainment trends, to identify risks and opportunities.
- Support reporting automation and business intelligence initiatives by improving dashboards, streamlining data processes, and enhancing reporting efficiency.
- Provide analytical support for strategic projects and business reviews, including executive presentations, QBRs, territory analysis, and operational initiatives.
Minimum Education & Experience:
- Bachelor’s degree or equivalent experience
- 3+ years of experience in Sales Operations, Revenue Operations, Business Intelligence, Reporting Analytics, or related analytical roles.
- Strong analytical, communication, and stakeholder management skills
- Comfortable operating in fast-paced, evolving, growth-oriented environments
- Advanced proficiency with Salesforce reporting and dashboard development.
- Advanced proficiency with Power BI, including dashboard creation, data modeling, and visualization best practices.
- Advanced Microsoft Excel skills, including Pivot Tables, Power Query, XLOOKUP, and large dataset analysis.
- Experience supporting forecasting, pipeline management, KPI reporting, and commercial performance analysis.
- Experience working with enterprise-level data governance, reporting accuracy, and data compliance best practices.
Preferred Education & Experience (optional):
- Life Sciences experience preferred Or equivalent combination of education, professional training and experience that provides the individual with the required knowledge, skills, and abilities to perform the job.
- Advanced Salesforce CRM reporting and dashboard design.
- Strong Power BI development skills, including data modeling and report optimization.
- Exceptional analytical and problem-solving capabilities with the ability to translate data into actionable business insights.
- Strong attention to detail and commitment to data accuracy and quality.
- Excellent written and verbal communication skills, including the ability to effectively support remote stakeholders.
- Ability to manage multiple priorities and deliver high-quality work in a fast-paced environment.
- Ability to support reporting requests across multiple time zones.
- Process improvement and automation mindset with a focus on operational efficiency and scalability.
Required Skills
SalesforcePower BiMicrosoft ExcelData AnalysisHr ReportingDashboard DevelopmentBusiness IntelligenceData ModelingData VisualizationForecastingPipeline ManagementKpi ReportingCommercial PerformanceHr Data GovernanceData Compliance