CRM Senior Analyst

2 weeks ago

Toronto, Ontario, Canada CaseWare International Full time

Caseware is one of Canada's original Fintech companies, having led the global audit and accounting software industry for over 30 years, with more than 500,000 users across 130 countries and available in 16 different languages.

While you might not have heard of us (yet) over 36,000 accounting and audit professionals list Caseware as a skill on their LinkedIn profiles

As a key member of the Global Revenue Operations Team within Caseware's Commercial organization, reporting to the Director, Global Revenue Operations, the Senior RevOps Analyst is responsible for driving data-driven decision-making processes across departments.

This position involves analyzing large datasets, designing and implementing BI solutions, and providing actionable recommendations to stakeholders.

The ideal candidate will possess strong analytical skills, proficiency in SQL and BI tools, and a track record of delivering impactful BI solutions.

Join us to play a key role in empowering businesses with actionable insights.
In this role, you will be reporting to:
Saurabh Sanganee - Director, RevOps

And working alongside with:
Mohsin Ejaz - Senior Business Intelligence Analyst
Please note, that this role is hybrid. The successful candidate will be working 3 days a week from our Toronto office located at 351 King St E, Toronto, ON

Context:

Contact:
Chengeer Lee - Principal Talent Acquisition Partner & Coach

What you will bring:
Become a subject matter expert on Global Caseware products and corresponding revenue generation and recognition artifacts to deliver a global view of the business
Serve as a subject matter expert in multiple data sources related to commercial data
Implement data quality checks and governance policies to maintain data accuracy, completeness, and security.
Build and automate advanced queries to analyze data and optimize report solutions for efficiency (eg. SQL, Scala, Python, etc.)
Develop tools and data structures that simplify access to data and analysis of data from a variety of data sources
Develop data mining models and data analysis methodologies to identify trends in large unstructured data sets. Analyze and interpret collected data
Collaborate with Revenue departments, utilizing data modeling and statistical expertise to address key commercial artifacts like Monthly and quarterly business reviews
Generate, maintain and track against KPIs for pipeline, performance and forecast metrics to track effectiveness for global commercial teams
Design and develop BI dashboards, reports, and visualizations using tools such as Tableau and Power BI.
Enhance and execute on quarterly commercial commission plans
Maintain strict confidentiality and discretion when working with confidential organizational data and information

What you will bring:
UAT, Documentation, Requirements gathering, working with internal users
Have experience with SQL to query and handle large data sets
Familiarity with data management tools such as Excel, Sheets, and SQL Server.
Outstanding analytical ability and problem-solving skills with the ability to interpret data compellingly.
Ability to collaborate effectively with business managers, demonstrating influencing and negotiation skills.
Good understanding of data modeling, data architecture, and database design
Strong understanding of the SaaS business model
Experience with multiple BI tools such as Tableau, PowerBI, Looker (Tableau preferred)
Understanding of relational and dimensional data models, including reporting (using SQL queries, stored procedures etc), relational database management techniques, applications and tools (SQL Server Analysis Services, SQL Server Reporting Services etc)
Experience with Microsoft Office with proficiency in Excel, Word, PowerPoint, Project and Visio
Ability to stitch data from disparate sources to provide insights to C-suite executives
Experience in python or R programming strongly desired
You will thrive if you:
Are consistently curious and passionate about solving business problems through data and insights
Have minimum 5+ years of experience in data analytics, business intelligence and data engineering
Have a strong understanding of the SaaS land and expand funnel (required)
Are an Excel wizard (required)
Have proficiency in data visualization tools like Tableau, PowerBI, Looker (Tableau preferred)
Experience with stitching multiple data sources for visualization in Tableau
Have excellent verbal and written communication skills and a proven ability to make strategic recommendations to executive stakeholders using large amounts of unstructured data
Have the ability to maintain high performance under tight timelines and a "roll up your sleeves" mindset to get any job done
Have the ability to bring structure to ambiguous areas of opportunity and thrive in an unstructured, fast-moving environment
About Caseware
Caseware's cutting-edge software products are meticulously designed for accounting firms, corporations, and governments.
Our teams are continually collaborating, innovating, and building upon our existing suite of products.

With a customer-focused mindset, we are building technology that is shaping what the future of audits, financial reporting, and financial data analytics will look like.

With a recent strategic investment from Hg Capital in 2020, Caseware is now in its next major growth phase as we double down on the people and products that have made Caseware so successful to date.

One of Caseware's core values is Many Voices, One Team and with that in mind, we're dedicated to building teams as diverse as our customers in an equitable and inclusive way.

We welcome and encourage candidates of all backgrounds to apply. Should you require accommodations or have any questions at any point during the application or interview process, please e-mail our People Operations team at

Any candidates successful in obtaining an offer for a position will need to successfully complete a background check through which typically includes an Identity Verification and Criminal Record Check.

Executives and Senior Managers will undergo a Soft Credit Check as well.
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