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Senior Business Intelligence Analyst

2 months ago

Ottawa, Ontario, Canada DistillerSR Inc. Full time
About the Role

We are seeking a highly skilled Senior Business Intelligence Analyst to join our team at DistillerSR Inc. as a Lead Data Insights Specialist. This is a key role that will play a lead role in maximizing the value of our CRM platform, Tableau, and associated data across diverse business units.

Key Responsibilities
  • Requirements Management
    • Collaborate with cross-functional teams, including Finance, Sales, Marketing, and IT, to gather requirements, define data integration workflows, and implement solutions to meet business needs.
    • Manage multiple stakeholder requirements as one or more structured backlog(s)
    • Advocate for, and provide coaching in, best practices for CRM configuration and automation to streamline internal processes
    • Recommend new configurations or other improvements to maximize the CRM platform's return on investment
  • Data Aggregation, Quality, and Reporting
    • Connecting data from multiple systems through API integrations to support internal harmonization of Sales, Finance, Ops and Marketing core systems
    • Develop and maintain data governance policies and procedures to ensure the quality, consistency, and security of data within CRM and Tableau.
    • Establish best-practice data hygiene with internal user groups and monitor CRM data quality via regular audits to identify and resolve issues such as duplicate records, incomplete data, and data discrepancies.
    • Achieve and maintain expert understanding of Sales, Marketing, and Finance reporting processes and outputs to drive source data integrity and consistency in reports
    • Work with the lead administrators of other key systems (e.g. Maxio, Pendo, ChurnZero) to ensure data consistency and enable a streamlined workflow
    • Build reports and dashboards in CRM and Tableau to provide management with key business insights in support of accurate forecasting, informed decision-making, and ultimately better service to our customers. This encompasses requirements discovery and data sourcing, as well as reports development, testing, and modification.
    • Proactively identify and pursue opportunities to introduce automation and reduce manual reporting
    • Engage with customers, in support of stronger integrations between their systems and DistillerSR, including exploring goals/requirements with customers and writing API scripts.
  • System Administration
    • Serve as the system administrator for CRM and Tableau, responsible for configuration, customization, and maintenance of the platforms to meet evolving needs
    • Developing and testing new CRM features or configurations
    • Creating and adapting workflows
    • Engaging with vendor support
    • Implementing and managing data integration processes between CRM, Tableau and other systems as required
    • Staying informed about industry best practices, new features, and updates related to CRM, and making recommendations for process improvements and system enhancements.
Requirements
  • Bachelor's degree or equivalent
  • Minimum 5 years of experience in data integration and reports development, preferably with experience in Tableau administration.
  • Minimum 3 years of experience as a system administrator, preferably with experience in CRM administration.
  • Track record in leveraging reporting and data, including experience integrating into BI / data visualization platforms (e.g. Tableau, Qlik, Amazon QuickSight, Power BI, etc.), and generating user-ready reports and dashboards.
  • Technically skilled, including demonstrated capability in working with diverse tools and software. Highly proficient with spreadsheet software (e.g. MS Excel or Google Sheets) and conducting data analysis to solve problems
  • Excellent interpersonal and verbal/written communication skills, with the ability to effectively collaborate with cross-functional teams and communicate technical concepts to non-technical stakeholders.
  • Positive and self-motivated with a high drive to deliver and contribute in a fast and dynamic environment
Preferred Experience & Skills
  • Ability to develop scripts for API interactions
  • CRM certifications or demonstrated proficiency in CRM administration, including configuration, customization, and data management
  • Experience developing detailed business and functional requirements
  • Strong presentation skills
  • Experience in Agile project delivery as a developer or Product Owner