Analyst providing financial reporting support for Fidelity's Stock Plan Services. Handling client requests, training users, and managing data reporting processes.
About the role
- Senior Data & Reporting Analyst at RapidScale, transforming data into actionable insights for sales strategy. Supporting Sales, Marketing, and Customer Success with a focus on performance optimization and reporting.
Responsibilities
- Design, build and maintain dashboards, reports and scorecards using Salesforce and Power BI tools to measure sales performance, pipeline health and GTM effectiveness
- Ensure accuracy, consistency and reliability of reporting across Salesforce, BI tools and other GTM systems
- Support leadership with ad-hoc analysis to inform strategic and operational decisions
- Analyze pipeline, bookings, renewals and customer trends to uncover growth opportunities and risks
- Partner with Sales, Marketing and Customer Success to provide insights into funnel conversion, campaign impact, and account-level performance
- Leverage data lake environments to integrate and analyze large, complex datasets across multiple sources
- Deliver proactive recommendations that optimize sales productivity and revenue growth
- Maintain high data quality standards across Salesforce and reporting systems
- Partner with IT Tech to implement governance processes that ensure integrity and compliance of GTM data
- Act as a subject matter expert for sales data structures, metrics and reporting logic
- Partner with GTM Operations and Finance colleagues on forecasting, territory planning and quota setting processes
- Enable sales leaders and reps to use reporting effectively to drive performance
Requirements
- Bachelor’s degree in a related discipline (i.e. Business, Data Analytics, Finance) and 4 years’ experience in a related field
- 3+ years of experience in Sales Operations, Revenue Operations or Business Analytics environment, preferably in IT Services, Cloud, or SaaS industries
- Advanced Proficiency in Salesforce CRM reporting, Excel and BI tools (e.g. Power BI)
- Strong business acumen and understanding of enterprise sales cycles
Benefits
- The flexibility to take as much vacation with pay as they deem consistent with their duties, the company’s needs, and its obligations
- Seven paid holidays throughout the calendar year
- Up to 160 hours of paid wellness annually for their own wellness or that of family members
- Additional paid time off in the form of bereavement leave, time off to vote, jury duty leave, volunteer time off, military leave, and parental leave
- Health care insurance (medical, dental, vision)
- Retirement planning (401(k))
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